On today’s show Andrew and Bill begin with the frenzy surrounding OpenClaw in China, including Beijing’s response, security concerns, liability questions, an object lesson in the Chinese market, and why Tencent looks like a potential winner as regulatory issues are sorted in the months to come. From there: Reports that Beijing is unhappy with the limited preparation in advance of Trump’s visit to China, news that pieces of the THAAD system have been relocated from South Korea to the Middle East, Trump’s promised gift to China at the Strait of Hormuz, and fentanyl tension as March 31st looms. At the end: Reactions to the Two Sessions, why the “Iron Rooster” budgeting approach is consistent with the past few years of planning, missing PLA generals, and Sharp China Sports news as BYD mulls an entry to F1 and Lewis Hamilton tours China.
Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
Bill Bishop is the author of Sinocism
To email the show: email@sharpchina.fm
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
PLA at the Two Sessions; US-China; Iran; OpenClaw — Sinocism
Xi meets with PLA and PAP delegates; Wang Yi press conference; US-China; China and Iran; OpenClaw frenzy — Sinocism
China’s OpenClaw Craze Buoys Tech Stocks, Fuels AI Pivot — Wall Street Journal
China Moves to Curb OpenClaw AI Use at Banks, State Agencies — Bloomberg
OpenClaw Conquered China in 100 Days — Hello China Tech
Why Tencent Needs OpenClaw More Than Any Other Chinese Tech Giant — Hello China Tech
Personal AI Agents like OpenClaw Are a Security Nightmare — Cisco
Women Are Falling in Love With A.I. It’s a Problem for Beijing. — New York Times
Frugal ‘Iron Rooster’ Budget Signals Pain for Growth and Consumers — Wall Street Journal
Post by Gerard DiPippo re: Beijing’s “iron rooster” budget — X: @gdp1985
Why China stands to gain from US moving military assets for Iran war — SCMP
China Irked by Last-Minute Scramble to Plan Xi-Trump Summit — Bloomberg
Early Iran strikes cost $5.6 billion in munitions, Pentagon estimates — Washington Post
US and China clash over fentanyl and tariffs at global drugs meeting — Reuters
INTERVIEW: Japan’s involvement conditional, ex-minister says — Taipei Times
China’s BYD Explores F1 Entry in First Auto Racing Push — Bloomberg
Lewis Hamilton visits Jiuzhaigou National Forest — X: @44britcedes
