China's excess capacity may be bad for profits and prices, but it's an advantage in strategic competition. China’s defense industrial capacity already exceeds the US’ in many areas and the gap is only growing, even as its economy slows down.
nationalinterest.org/feature/china%…

I profiled John Garnaut, the former China journalist-cum-Australian government official who contributed to a global China policy shift. Now, he is teaming up with Matt Pottinger & reinventing himself as a China whisperer for the private sector:

thewirechina.com/2024/04/07/the…

For CEPA, I wrote a short a short explainer on China's approach to military AI.

cepa.org/article/china-…

1/ Have you been noticing AI-generated images in your Facebook Feed??

Well, we have too. And we decided to write a (preprint) paper on it. cc: @noupside

cyber.fsi.stanford.edu/io/news/ai-spa…

Great to see my deep dive look at Shanghai Micro Electronics Equipment, or SMEE, published in The Wire China.

SMEE wants to be 'China's $ASML.' But can it finally figure out how to 'print' semiconductor chips?

thewirechina.com/2024/03/17/pri…

Interested in learning more about the factors driving Taiwan to develop its own satellite network? Check out our recent CSET report on U.S. tech firms' vulnerabilities to Chinese coercion.

cset.georgetown.edu/publication/wh…

In Nikkei, I wrote on Biden's China policy--where it's working and where it could use some work. Overall, the 'admin's efforts to combine competition with communication have strengthened U.S. leverage while minimizing the risk of conflict.'
asia.nikkei.com/Opinion/Renewa…

Very happy to share my new paper:
“Tracing the Roots of China's AI Regulations”

I go deep explaining how the sausage got made: how 🇨🇳 bureaucrats, academics, journalists, tech co's, and 🇺🇸+🌍 debates shaped Chinese AI governance.
🧵 w/ some highlights!
carnegieendowment.org/2024/02/27/tra…

🗓️Webinar Tomorrow🗓️

This month marks 2 years since Russia launched its invasion of Ukraine.

CSET's Emmy Probasco, Sam Bresnick, and Ngor Luong will discuss what we've learned about emerging tech in warfare and the role of 🇺🇸 tech firms.

RSVP: cset.georgetown.edu/event/tech-fir…

Several big U.S. tech companies have aided Ukraine. They are, however, entangled with China. Might these ties condition their aid for Taiwan in a potential future crisis? Check out @sambresnick, Ngor Luong, and Kathleen Curlee’s new report right here 👇cset.georgetown.edu/publication/wh…

What is the role of U.S. tech companies in Ukraine & the implication for Taiwan?

Sam Bresnick, Kathleen, and I collected data from 7 indicators to proxy the ties between 18 firms and 🇷🇺and 🇨🇳.

BLUF: their more extensive ties to China may complicate their intervention decision.

🌟New Issue Brief🌟

After helping Ukraine amid Russia's full-scale invasion, how might U.S. tech companies approach future conflicts?

CSET's Sam Bresnick, Ngor Luong, and Kathleen Curlee examine U.S. tech’s linkages with China. Read more here ⬇️ cset.georgetown.edu/publication/wh…