This is a big deal. Essentially a reversal of the US export control policy on advanced chips. Possibly decisive in the AI race. Compute is our main advantage — China has more power, engineers, and the entire edge layer — so by giving this up we increase the odds the world runs on Chinese AI.
Thanks for the opportunity!
Please listen to @rushdoshi.bsky.social on Rethinking Trade
spotifycreators-web.app.link/e/bwkOyI6yNXb
China is winning the trade war. The Trump team helped them.
Per the @wsj.com, the reason China massively escalated in the last 36 hours is because it believes Trump will fold - just as he did on magnets - without reaching for any US leverage in response.
This is a land of wolves now? Wow. I didn’t know that. You’re just now telling me for the first time. The rule of law lived an amazing life. What can you even say?
“Judge Goodstein was walking on the beach when the fire started. Her husband was in the house with children and perhaps grandchildren. The family had to escape by jumping from a window or balcony. I’m told there were injuries from the fall, such as broken legs.”
www.dailymail.co.uk/news/article...
Exactly right.
And Trump is moving in the exact opposite direction. Much to Beijing‘s delight.
@rushdoshi.bsky.social & Kurt Campbell.
www.nytimes.com/2025/09/07/o...
Thank you!
The TikTok deal is looking like a complete surrender by the Trump team. And it may even be illegal.
If true, the US will let Beijing determine what appears on the news feeds of 180 million US TikTok users.
Not quite America first. Even advisors to the deal are renouncing it!
Multiple agencies and authorities that support the U.S. national security enterprise will expire unless Congress acts quickly, putting America's ability to outcompete China at risk, writes @rushdoshi.bsky.social and William Henagan. www.lawfaremedia.org/article/the-...
🚨 Art of the deal in two WSJ stories showing Trump caving on China policy.
➡️ We unilaterally indicate we’ll remove export controls on the H20 so Beijing can dominate AI, and we seemingly ask for nothing in return.
➡️ On the very same day, Beijing slaps export controls on battery technology.
Important story from Nikkei’s Ken Moriyasu that explains, in part, how Trump police pushed Tokyo to skip NATO, pull down a 2+2, and remain silent on Iran.
There is no path to allied scale without Japan. But the relationship is at a low-point now.
Sharp reversal from the last four years.
This is superpower suicide.
It is superpower suicide to stop the best foreign minds from coming to the United States and using their talents to propel American prosperity and technological advantage.
Here's a fantastic article by @rushdoshi.bsky.social & @kurtcampbell.bsky.social on the future of America's relationship with China, and the world.
Read: archive.is/ZSTKP
Listen: ChinaTalk: Allied Scale: Rush Doshi on US-China Net Assessment traffic.megaphone.fm/CHTAL5455872...
#UnforcedErrors
On the latest episode of “The Foreign Affairs Interview,” Kurt Campbell and @rushdoshi.bsky.social discuss the sources of Chinese power—and whether the Trump administration has an endgame in its confrontation with Beijing. Start listening here:
Seconded. Great read! @rushdoshi.bsky.social
Now listening to "The Long Game: China's Grand Strategy to Displace American Order" by @rushdoshi.bsky.social.
Does Joe Rogan have buyer’s remorse? Watch him come out swinging for due process.
There’s a creeping sense that the right has overreached among many former Trump supporters.
“He did say he was a citizen, but they didn't believe him. I think they would have kept him….He probably would have been deported already to Mexico.”
news.azpm.org/p/news-artic...
On the latest episode of “The Foreign Affairs Interview,” Kurt Campbell and @rushdoshi.bsky.social discuss what U.S. observers of China get wrong—and the dangers of underestimating Chinese power. Start listening here:
The NATIONAL SECURITY ADVISER added the EDITOR OF THE ATLANTIC to a PRINCIPALS COMMITTEE TEXT CHAIN set up for the DEFENSE SECRETARY about PLANNED MILITARY STRIKES.
Here's a thread of involved parties talking about the need for secure communications (when Dems are involved):
"Trump deserves some credit for creating the bipartisan approach on China but then has never fully embraced it...That irony is at the heart of the second Trump term." @rushdoshi.bsky.social speaks to @bobdavis187.bsky.social for @thewirechina.bsky.social www.thewirechina.com/2025/03/23/r...
The PRC was obsessed with it for good reason (see below).
When I was at the NSC, ONA produced some of the best analysis anywhere in the USG and had enormous and even historic policy impact. No other institution presently can do what it did.
Ending it is another unforced error.
The destruction of DOD’s Office Net Assessment will be celebrated in Beijing & Moscow.
This little-known but enormously consequential 50 year-old institution actually thought long-term.
It helped us win the Cold War, grasped the China challenge early, and figured out revolutions in warfare.
“Trust me, bro” is not an argument.
Business insiders have used government to make money for literally millennia. Crony capitalism dates back to Ancient Rome.
Spare us the moral outrage for being held accountable.
They are losing the posters
