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Jordan Schneider

đŸ‘€ Speaker
277 total appearances

Appearances Over Time

Podcast Appearances

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

from Huiyao Bang, who was a prominent politician in the 1980s.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

At one point he says, I was in these rooms in these meetings and even I didn't know, you know, who was advocating for what and why.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

So like you can be like the premier of China and kind of not understand the machinations.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

The idea that we can get a vision into it by reading Wall Street Journal articles, I think is silly.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

But if you're talking about something like

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

trying to get a better handle on the question of why has the Chinese EV market succeeded?

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

For those sorts of questions, it's a pretty transparent system.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

And, you know, these are companies, right, that like have to raise money and they put documents out and

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

you know, I watch YouTube videos of like car reviews on Billy Billy all the time for fun.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

The government policies around subsidies and, you know, charging stations and whatever, all that stuff I think is very transparent.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

And I agree with Kaiser from the perspective of there are really lessons that the U.S.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

and other countries around the world should learn about when it comes to cultivating strategic industries and giving policy support and knowing when to

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

pull that policy support away and let the companies sort of run on their own.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

So what's my one sentence conclusion for you, Azeem?

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

Like, yeah, like it is a very complicated, weird artifact, but it's not a fool's errand to try to learn things about it, even if you don't speak Chinese.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

I think there's a lot of good writing and analysis out there.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

No one ever asks.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

So, you know, I was in Los Alamos.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

I think there's like deep pandemic.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

We did like I spent a few weeks with my wife, like driving around New Mexico and Texas.