Sharp China: All Eyes on Iran; Two Sessions Questions; Alibaba, DeepSeek and Distillation; Another UK Spying Scandal
About this episode
The episode discusses the implications of the Iran war for China, the Two Sessions, Alibaba's challenges, and a UK spying scandal.
This episode of Sharp China is outside the paywall. Show Notes: On today’s show Andrew and Bill begin with the war in Iran and its implications for the PRC. Topics include: Upsides and downsides for China, why US strategy was likely related to Iran and not the PRC, questions about the Strait of Hormuz, the Iran partnership and PRC global leadership, implications for Taiwan, why a Beijing visit from Donald Trump remains likely, and yet another US war in the Middle East… From there: What to watch for at the Two Sessions this week, an exodus at Alibaba, waiting for a new DeepSeek model, and distillation alarm at American AI labs. At the end: Another spy scandal engulfs Labour in the UK, and fun facts about Spider-Man: No Way Home and its failure to clear $2 billion worldwide. You can listen to the podcast in the app: Or click here for instructions to add the podcast to your preferred player. To subscribe to Sinocism, click here . To subscribe to Stratechery, click here . And if you enjoy this podcast please share it far and wide: Related Readings: Reactions to the US-Israel attack on Iran; Prepping for the Two Sessions; Science and technology insurance -- Sinocism Reactions to Iran…
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