A Xi-Biden Phone Call; Yellen and PRC Exports; Continued Tension with the Philippines; Tesla and 3 Body Problem

Sharp China with Bill Bishop

Subscribe to Stratechery Plus to get full episodes of Sharp China, plus Stratechery Updates and Interviews, Sharp Tech, Greatest of All Talk, and Dithering.

---

Bill Bishop is the author of Sinocism

---

On today's show Andrew and Bill begin with takeaways from Tuesday’s phone call between President Biden and President Xi, including the PRC rhetoric surrounding US trade and tech policies, and messages to both domestic audiences and allies. From there: Janet Yellen’s visit to China and her evolving stance on PRC exports, the March Politburo meeting comes and goes without plenum news, Xi meets with U.S. business leaders, and Harvard’s Graham Allison emerges as a potential Henry Kissinger successor. At the end: Escalating rhetoric and the latest confrontation between the PRC and the Philippines, Tesla’s latest sales numbers and structural challenges in the PRC, and the debut of 3 Body Problem on Netflix.

To email the show: [e-mail]

---

@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

---

Xi-Biden call; More US tech controls coming?; NDRC on equipment and consumer upgrades; Another Justice Minister goes down — Sinocism

March Politburo meeting; PRC-Philippines tensions; Xi's meeting with US VIPs — Sinocism

Joe Biden and Xi Jinping have ‘candid’ phone call in first engagement since November — Financial Times

US and EU officials talk China in Belgium — Politico EU

Janet Yellen Missed the First ‘China Shock.’ Can She Stop the Second? — Wall Street Journal

China's Xi meets American CEOs in bid to boost confidence in ailing economy — NBC News

Thread by Graham Allison — X: @GrahamTAllison

Professor Graham ‘Thucydides Trap’ Allison’s Three-Body Problem — China Heritage

'China and US are inseparable, conjoined Siamese twins:' Graham Allison — Global Times

Post by Joseph Morong — X: @Joseph_Morong

Tesla’s Shrinking China Market Share Compounds Global Woes — Bloomberg

[4K Ver.] ENG SUB [Three-Body] EP01 — YouTube: Tencent Video