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    Business

    Sinica Podcast

    A weekly discussion of current affairs in China with journalists, writers, academics, policymakers, business people and anyone with something compelling to say about the country that’s reshaping the world. Hosted by Kaiser Kuo.

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    Latest Episodes:
    Nuclear Weapons, Ukraine, and Great-Power Competition Aug 12, 2025
    Show notes

    Join me for a conversation with four fantastic panelists about nuclear safety and security issues brought on by Russia’s full-scale invasion of Ukraine, and more broadly on the state of nuclear security globally during this era of dramatic change.

    This program was made possible by the Ukrainian Platform for Contemporary China and the Center for Slavic, Eurasian, and East European Studies at the University of North Carolina Chapel Hill.

    • Nickolas Roth is Senior Director for Nuclear Materials Security at the Nuclear Threat Initiative (NTI). Nickolas works at the intersection of arms control, risk reduction, and institutional resilience, and previously directed nuclear security work at the Stimson Center and contributed to Harvard’s Project on Managing the Atom.
    • Mariana Budjeryn is a Senior Research Associate with Managing the Atom at Harvard’s Belfer Center and author of Inheriting the Bomb, a definitive study of Ukraine’s post-Soviet disarmament and the limits of the Budapest Memorandum. Her scholarship grounds today’s debates about guarantees, coercion, and nuclear restraint.
    • Pan Yanliang is a Research Associate at the James Martin Center for Nonproliferation Studies (CNS). He studies the Russian and Chinese nuclear industries and the nuclear fuel cycle, and works on CNS engagement with Chinese counterparts—giving him a distinctive cross-regional vantage.
    • Lily Wojtowicz is a Research Fellow at the Hertie School (Berlin) and a USIP–Minerva Peace & Security Scholar, whose work focuses on extended deterrence credibility, European security, and alliance adaptation under great-power rivalry.


    5:19 - The Gap Between Coercive Rhetoric and First-use Thresholds

    11:26 - The Implication of Ukraine’s allies regarding weapons

    17:26 - Golden Dome

    21:30 - China’s Position on Nuclear Weapons

    29:25 - How Belarus Altered European Debates

    31:13 - Civilian Nuclear Power

    38:32 - North Korea’s Support for Russia

    40:59 - Beijing on NATO and Asian Security

    43:09 - Europe’s Reaction to Nuclear Risk

    45:44 - Nuclear Risk in the Russia-Ukraine War

    52:56 - Trump’s Impact on Kremlin Nuclear Thinking

    1:01:52 - US-China Nuclear Relations

    1:04:49 - Ukraine’s Nuclear Disarmament


    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.


    The World AI Conference in Shanghai: Two tech veterans share their impressions Aug 06, 2025
    Show notes

    This week on Sinica, Paul Triolo of DGA Albright Stonebridge and tech investor Ryan Cunningham join to talk about their observations and insights from the World AI Conference (WAIC), held in July in Shanghai, and what it tells them about China's ambitions in the fast-moving world of artificial intelligence. Don't miss this one!

    04:21 - Ryan on his Edgerunner fund

    06:23 - Impressions of the World AI Conference in Shanghai

    13:52 - Approaches to AI development in the US and China

    24:04 - China’s role in global AI safety

    33:42 - AI market: US vs China

    38:20 - AI diffusion in China

    44:56 - AI safety frameworks

    52:06 - Domestic development of Chinese AI

    1:04:06 - Pressure of Domestic AI Alternatives

    1:08:43 - Can AI have a dual role in the U.S.?

    1:17:25 -Paying it Forward

    1:20:16 - Recommendations

    Paying it Forward: Kevin Xu, Kyle Chan, Helen Toner (Rising Tide Substack),

    Piotr Mazurek and Felix Gabriel (LLM Inference Economics from First Principles).

    Recommendations: Paul: Neil deGrasse Tyson - Origins: Fourteen Billion Years of Cosmic Evolution (book), Sara Imari Walker’s Life As No One Knows It (book)

    Ryan: Armored Core VI: Fires of Rubicon (video game)

    Kaiser: The Studio (TV series), Platonic (TV series)

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.


    Chinese Cooking Demystified: Chris Thomas and Stephanie Li visit Shaxi! Jul 30, 2025
    Show notes

    This week on Sinica: On my final two days in Shaxi in Yunnan, Chris Thomas and Stephanie Li, the hosts of the marvelous YouTube channel Chinese Cooking Demystified, joined me for some cooking and lots of chatting about food! We recorded this show together and focus our conversation on their heroic attempt at a taxonomy of different Chinese cuisines. We don't talk about all 63 that they identify, but we do get into their

    04:31 - Flavors of Yunnan

    08:44 - On balancing between the “exotic” and “normal” China

    11:53 - The origin story behind “Chinese Cooking Demystified”

    14:56 - The Breath of the Wok (Wok Hei, 鑊氣 / huo6 hei3)

    21:05 - A Comprehensive Taxonomy on Chinese Cuisine

    32:25 - Correlations between dialects and cuisine

    37:15 - Efforts behind the work

    39:09 - Promoting local specialties

    44:23 - Chinese identity and food trends

    52:30 - "Minority" cuisine in Yunnan

    01:00:52 - Yunnan cuisine and the Chinese hipster generation

    01:05:52 - Dali dish recommendations


    Recommendations:

    Chris & Steph: Shunde Lao Baby, Pin Nuo, Lao Dongbei

    Kaiser: Taking time off to do something you love!

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.


    Adam Tooze Climbs the China Learning Curve Jul 16, 2025
    Show notes

    I'm in Shaxi, a wonderful little town in the Dali Bai Autonomous Prefecture, and I was joined here by the Columbia economic historian Adam Tooze, who shared his thoughts on what he sees happening on the ground in China. Adam's been in China for the last month and reflects on his experiences learning about the country — and even attempting the language!


    03:49 - The economic situation in China

    10:42 - Patterns of consumption in China

    14:38 - China’s industrial policy and renewable energy

    18:52 - China vs. the U.S. on renewables

    26:15 - China’s economic engagement with the Global South

    33:13- Beijing’s strategic shift and Europe’s rethinking

    37:49- The recent European Parliament paper

    42:43 - Learning about China as an “Outsider”

    51:31 - Adam’s evolving views on China

    59:30 - Paying it Forward

    01:01:07 - Recommendations

    Paying it Forward: Kyle Chan, Pekingology.

    Recommendations: Adam: Caught by the Tide, Jia Zhangke (movie).

    Kaiser: Empire of AI: Dreams and Nightmares in Sam Altman’s OpenAI, Karen Hao (book), Vera, or Faith, Gary Shteyngart (book).

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.


    Carnegie's Tong Zhao on the Expansion of China's Nuclear Arsenal Jun 25, 2025
    Show notes

    This week on Sinica, in a show taped in early June in Washington, Kaiser chats with Tong Zhao (赵通) of the Carnegie Endowment for International Peace, a leading expert on Chinese nuclear doctrine, about why the PRC has, in recent years, significantly increased the size of its nuclear arsenal. Zhao offers a master class in the practice of strategic empathy.

    03:12 – China’s nuclear doctrine: core principles

    06:56 – Xi Jinping’s leadership and nuclear policy

    12:33 – Symbolism vs. strategy: Defensive or offensive buildup?

    16:55 – What’s driving the nuclear expansion?

    28:33 – Trump’s second term: Impact on China’s strategic thinking

    34:34 – Nukes and Taiwan

    41:45 – Washington and Beijing nuclear doctrines perceptions

    48:04 - China’s perspective on the Golden Dome program

    52:32 - China’s Stance on North Korea’s nuclear program

    01:01:00 - Beijing’s View on North Korean troops in Ukraine


    Paying it forward: David Logan, at Tufts University

    Recommendations:

    Tong: Yellowstone, TV series

    Kaiser: Gomorrah, TV series

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.


    The Strange Afterlife of an American Football Story from China Jun 18, 2025
    Show notes


    In 2014, the writer Christopher Beam published a humorous, heartwarming story in The New Republicabout an unlikely team of American football enthusiasts in Chongqing who went on to defeat their archrivals in Shanghai to win a championship. The piece was optioned by Sony Pictures, and had some big names attached, but was ultimately never made — not, at least, by an American studio. Eleven years later, Chris has written about a film that was made: Clash, produced by iQiyi, hit theaters in China earlier this year and followed the Chongqing Dockers in the same story arc, but with important and telling differences. His new story was published in The Atlantic, and he talks to me about the Dockers and the long, strange story of the film that wasn't and the one that was.

    03:50 – The Meaning of Chinese YOLO

    05:33 – Chris’s First Meeting With the Chongqing Team

    13:11 – Chris McLaurin’s Background

    15:54 – American Football as a Symbol of Masculinity

    19:50 – The Failed Hollywood Adaptation

    25:34 – First Impressions of the Film

    31:55 – Bridging Perspectives: Can a Movie Speak To Both Sides?

    36:42 – A Lost Moment in Globalization

    Paying it Forward: Viola Zhou

    Recommendations:

    Chris: Rejection by Tony Tulathimutte (short story collection)

    Kaiser: Becoming Led Zeppelin (documentary); the Beijing-based artist Michael Cherney.

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.


    The Raider: China and the Life of Evans Carlson, with Historian Stephen Platt Jun 11, 2025
    Show notes

    This week on Sinica, I chat with Stephen Platt, historian at UMass Amherst and author, most recently, of the book The Raider: The Untold Story of a Renegade Marine and the Birth of U.S. Special Forces in World War II. Like his previous works, Autumn in the Heavenly Kingdom and Imperial Twilight, it offers a compelling narrative history of an overlooked chapter through a deeply empathetic and well-researched examination of individual lives. Please make sure to listen to the excerpt from the audiobook at the end of this podcast.

    04:21 - Evans Carlson: A forgotten hero

    07:49 - The Real Carlson vs. the constructed Carlson

    10:04 - The book's origin

    12:20 - Carlson's ideological transformation

    16:50 - Carlson's religious beliefs and public perception

    20:04 - Emerson's influence on Carlson's thinking

    23:46 - Inner conflicts: Soul-searching or regret?

    27:15 - Carlson's relationship with President Franklin D. Roosevelt

    30:39 - Gung Ho Meetings: meaning, practice, and legacy

    33:34 - Zhu De’s influence on Carlson

    40:28 - Carlson’s relationships with Agnes Smedley and Edgar Snow

    47:49 - Hopes for U.S.-China alliance

    51:57 - Carlson’s death and his legacy

    58:01 - Lessons from Carlson


    Paying it Forward: Peter Thilly, Emily Mokros


    Recommendations:

    Stephen: 11.22.63 by Stephen King; Ted Chiang (author); Otoboke Beaver (band); Book of Mormon (musical)

    Kaiser: Wobbler (band); The Religion by Tim Willocks; Zappa (2020)



    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.


    Industrial Policy, "Overcapacity," and U.S.-China Trade: A Conversation with Cambridge's Jostein Hauge Jun 10, 2025
    Show notes

    This week on Sinica, I chat with Jostein Hauge, political economist and an Assistant Professor in Development Studies at the University of Cambridge, based at the Centre of Development Studies and the Department of Politics and International Studies, and author of the book The Future of the Factory: How Megatrends are Changing Industrialization.

    3:09 – Self Introduction: Jostein Hauge

    4:23 – Anti-China Sentiment in Western Discourse

    7:40 – Misconceptions and Prevailing Narratives

    10:08 – Technological Transfer and the Political Economy

    12:18 – Historical Periods of Economic Rivalry

    14:36 – Evolving Industrial Policy: From Japan’s MITI to China and the U.S. today

    18:59 – China’s Contemporary Industrial Policy: Quality or Quantity?

    21:13 – China as a Rising Power: Is History Repeating?

    24:18 – The Sustainability of China’s Industrial Policy

    26:43 – China, Overcapacity, and Global Imbalances

    34:07 – Overcapacity: Economic Reality or Ideological Construct?

    36:04 – China's domination in the renewable energy market

    39:13 – China’s greenhouse gas emissions

    43:17 – How China is reshaping the IP regime

    48:14 – The U.S. national security stance and the trade war with China

    55:10 – Europe’s approach to China

    Paying it forward: Kyle Chan at High Capacity

    Recommendations:

    Jostein: The White Lotus (TV Series)

    Kaiser: The Raider: The Untold Story of a Renegade Marine and the Birth of U.S. Special Forces in World War II by Stephen R. Platt

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.


    Seeking the Next DeepSeek: the Chinese Generative AI Algorithm Registry, with Kendra Schaefer Jun 04, 2025
    Show notes

    This week on Sinica, I speak with Kendra Schaefer, the partner at Trivium China who heads their tech practice. She recently published a fascinating paper looking at the Cyberspace Administration of China's comprehensive database ofgenerative AI tools released in China, and she shares the insights and big takeaways from her research on that database. It's a terrific window into what Chinese firms, both private and state-affiliated, are doing with generative AI.

    03:51 – Mandatory registration of generative AI Tools in China

    10:28 – How does the CAC categorize AI Tools?

    14:25 – State-affiliated vs. non-state-affiliated AI Tools

    18:55 – Capability and competition of China's AI Industry

    22:57 – Significance of Generative Algorithmic Tools (GAT) registration counts

    26:06 – The application of GATs in the education sector

    29:50 – The application of GATs in the healthcare Sector

    31:00 – Underrepresentation of AI tools in other sectors

    32:56 – Regional breakdown of AI innovation in China

    36:07 – AI adoption across sectors: how companies integrate AI

    40:21 – Standout projects by the Chinese Academy of Science (CAS)

    42:42 – How multinationals navigate China's tech regulations

    47:50 – Role of foreign players in China's AI strategy

    49:38 – Key takeaways from the AI development journey

    53:41 -– Blind spots in AI data

    57:25 – Kendra's future research direction

    Paying it Forward: Kenton Thibaut.


    Recommendations:

    Kendra: The Chinese Computer: A Global History of the Information Age by Thomas Mullaney.

    Kaiser: the Rhyming Chaos Podcast by Jeremy Goldkorn and Maria Repnikova


    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.


    Bonus Ep: Rubio's Visa Revocations, with Jeremy Goldkorn [Explicit] May 29, 2025
    Show notes

    Jeremy Goldkorn joins for this largely unedited throwback to the early, sweary days of the show. We talk about the announcement made on Wednesday, 28 May 2025, on the "aggressive" revocation of Chinese student visas for students with Party "connections" or who study "critical fields." You've been warned!

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.


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