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Jordan Schneider

đŸ‘€ Person
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)

And, um,

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

It didn't sink into me until I lived in that separate ecosystem and everything that I kind of assumed was like baked in or took for granted actually surfaced to me as like actual product managers or decisions that policymakers made to create a sort of like different world.

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

way of being almost in mainland China versus the rest of the world.

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

So that's like step one.

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

Zooming way out from where did this decoupling come from and where is it going?

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

It is really messy, man, because there are not easy takeaways.

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

Um, and there are not clean lines that I think either country really wants to draw.

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

So from 1949 to 1973, there was basically no technological or commercial contact between the U S and.

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

China.

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

The U.S.

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

didn't even recognize China or mainland China until that time.

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

You know, for for American diplomatic purposes, Chiang Kai-shek and the KMT in Taiwan were like the rightful owners of mainland China.

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

So

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

Oh, amazing.

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

I hope she has a great time.

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

So, you know, 1973, we have the Sino-Soviet split where Mao decides that he's sick of Khrushchev's BS and sees an advantage in becoming better friends with America.

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

And all of a sudden we have this conflict

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

I would say 50 year arc of actual pretty dramatic U.S.

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

and Chinese economic technological and even up until the 1990s military entanglement where America had this idea that during the Cold War that supporting Chinese development would help gain an edge over the Soviet Union and then

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

Afterwards, that morphed into, oh, this is an important emerging economy.