The Trivium China Podcast
Articles about The Trivium China Podcast
Ep 91 - Beijing’s quiet deleveraging push
For the first time in recent memory, a senior Chinese economic official is really pushing the idea that China needs to control its debt-to-GDP ratio.
Ep 90 - China isn’t ignoring AI risk, it’s rejecting America’s version of it
When Anthropic CEO Dario Amodei called on US labs to pace the AI frontier, Washington said no – and so did Beijing.
Ep 89 - Inside China's two-decade campaign to win over Latin America
From ports to lithium mines to diplomatic battles over Taiwan, China has spent two decades persistently building influence across Latin America and the Caribbean – one contract, one relationship, one chamber of commerce at a time.
Ep 88 - The Xi-Trump risk nobody's pricing in
US President Donald Trump met Xi Jinping on the tarmac at Joint Base Andrews on Wednesday – a rare honor last extended to the Pope by Barack Obama. The atmospherics of the greeting and the rest of Xi’s Washington trip were great. The actual deliverables of the visit were more muted.
Ep 87 - Joerg Wuttke: China told Europe exactly how it would beat us. We didn't listen
Back in 2017, China’s former SASAC chairman told Joerg Wuttke, then president of the EU Chamber of Commerce in China, precisely which industries China’s overcapacity machine would roll through next: EVs, batteries, solar, wind, basic chemicals. Fast forward a decade, and it happened exactly as he predicted.
Ep 86 - The weaknesses behind China's booming exports
China’s manufacturing output just grew at the fastest pace in six months, but retail sales barely moved last month – and the gap between the two growth rates just hit its widest point in over three years. The upshot: Exports are still picking up the slack.
Ep 85 - China’s approach to AI in the Global South: selling the razor blades, not the razor
Everyone keeps calling the US-China AI competition a race. But Eric Olander, co-founder of the China Global South Project, says that framing is wrong – because a race implies a finish line, and this competition doesn't have one. Eric’s view is that Chinese AI companies aren't necessarily looking to out innovate US closed-weight models. Instead, the goal for China is to become Android to America's Apple – 10% of the profit, but 90% of the world's users.