US-China - Interconnected

Kimi’s Tightrope: Openness and Revenue at Once, but New US Ban Risks

Adopting a new license, with revenue comes regulability

The Great American Tech “Crackdown” Is Looking Like China’s

If I had asked you to guess which country’s tech company has to ask its government for an approved list of customers before releasing a new product, you likely would have guessed China or maybe Russia. Except today that honor belongs to OpenAI

Topics: AI• US-China•

Why Do (Some) Chinese AI Labs Distill?

And why the Mythos/Fable drama doesn’t matter here

Topics: US-China•

Watching the Super Bowl of US-China Nerds

Trump wrapped up his state visit to China a few hours ago. If you are an US-China relations nerd like myself, watching the minute-by-minute unfolding of the visit is like watching the Super Bowl. Having been somewhat on the inside of

Topics: US-China• AI•

ChinAI Mood: April 26 - May 4, 2026

AGI is the friends you make along the way

Topics: US-China• DeepSeek•

No Business Model: DeepSeek's Enduring Advantage

No other frontier AGI-pilled lab anywhere has this edge

Topics: US-China•

($) The AI Competition as a Football Game

At halftime: USA 29 - China 25

Topics: AI• US-China•

From Race to Co-opetition

How I plan to write about US-China AI going forward

Topics: ByteDance• US-China•

The TikTok Template

Not a one-off deal, but a sign of things to come.

Topics: US-China•

($) P(Grand Bargain) = 55%

A US-China deal is the appropriate season finale for a reality TV, “deal junkie” president

Topics: US-China•

Contours of a US-China Tech Grand Bargain

The first (known) phone call between Trump and Xi since the inauguration finally happened this week. Soon after the call, the new round of negotiation will take place in London on Monday, June 9th. A new wrinkle is added to the negotiation dynamic – Commerce

Topics: AI• US-China• Mr. Market•

($) Manus vs Gemini vs GPT: the Junior Stock Analyst

Topics: US-China• AI• Scaling Law•

What Does Hitting Scaling Law Limit Mean for US-China AI Competition

Less effective export control, less doomsday scenario

Topics: US-China•

See the World Accurately

Updated thoughts on the US, China, and US-China

Topics: AI• US-China•

3x3 AI Video Matchup: US vs China

The Paris Olympics may be over, but who says heated competition in bizarrely mutated sporting events only seen at the Olympics fueled by irrationally intense nationalism should stop? As a lifelong basketball fan, one of the more bizarrely mutated Olympic events is 3x3 basketball.