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.

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...

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 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

“You juke the stats, and majors become colonels. I’ve been there before.” - Roland ‘Prez’ Pryzbylewski www.theguardian.com/us-news/2025...

Tired: Rug pull random crypto investors Wired: Rug pull your political supporters Inspired: Rug pull the entire country

One day after Trump berates Zelenskyy, Musk calls for the US to leave NATO.

While we threaten the Canadians with tariffs and annexation, they’re standing with us in the Taiwan Strait. There’s no coherent or systematic logic to the Trump administration’s coercion of allies right now. It’s all just vibes. focustaiwan.tw/politics/202...

Asahi Shimbun, leading Japanese newspaper, has a sharp take on the “Gulf of America” drama and the decision to ban AP: “What is going on in the White House is foolish beyond belief” H/t @tobiasharris.bsky.social

“I expect you will eventually find someone who is enough of a fool, or enough of a coward, to file your motion. But it was never going to be me.” Scotten served three combat tours in Iraq as a U.S. Army Special Forces Officer and earned two Bronze Stars. Clerked for Roberts and Kavanaugh.

Had this to say in Nahal Toosi’s column on Trump China policy. “Trump helped create the bipartisan consensus on outcompeting China, & his staff generally gets it, but many people worry that his policies from trade to TikTok to Taiwan risk making China great again." www.politico.com/news/magazin...

And it has huge national security implications. www.foreignaffairs.com/united-state...

Kash Patel is reportedly (1) on SHEIN’s payroll, (2) appears to have concealed or understated these relationships, (3) *won’t divest while being FBI director* and (4) supports cutting efforts to counter PRC influence.

Disturbing ties between Kash Patel and SHEIN — a PRC company implicated in forced labor in Xinjiang. He has millions in shares and won’t divest. Especially concerning amid reports that DOJ/FBI is going to reduce focus on PRC influence efforts in the US. Full detail below from Roger Sollenberger:

I don't think I've heard the term "Uyghur supremacy" before.

Look guys. It’s pretty simple. They said they were China hawks—they just never specified which China.

The new acting Undersecretary of State for Public Diplomacy — State’s top public diplomacy official: 1) not only denies the Uyghur genocide but appears to applaud it 2) says the US should sell out Taiwan to China for concessions in Antarctica (???)

Hey chat, is this cope?

Did they fire the Special Security Officers for doing their jobs? Never heard of anything like this. You can’t simply walk into a SCIF and access a classified system, even if you have clearance!

Trump's top defense official for Southeast Asia on cutting aid to the Philippines: "The US might begin a cooperation spiral with China by proposing to remove US military forces or weapons systems from the Philippines in exchange for the CCG executing fewer patrols..."

very curious what Sen. Tom Cotton thinks about this photo

It’s more a “don’t trust the guys hacking your critical infrastructure to run your social media, bro” kind of thing

Is that really the CEO of TikTok sitting next to the next Director of National Intelligence — Tulsi Gabbard — at President Trump’s inauguration? Evidently, yes.

TikTok had 268 days to sell itself so it wasn’t operated by China. That would have solved everything. But they didn’t even try. China wouldn’t let them. Now, with time short, they want Biden to ignore a bipartisan law SCOTUS upheld 9-0. If they shut down, it’s on them.

The fate of #China economist #GaoShanwen, reportedly silenced by #XiJinping for having offered a pessimistic view about GDP, is reminiscent of censoring increasing Gini, silencing Dr. #GaoYaojie on AIDS epidemic or Dr. #LiWenliang on Covid, covering up train wrecks, etc. www.wsj.com/world/china/...

Mike Pence on today’s certification of Trump’s win: “…it being particularly admirable that Vice President Harris would preside over the certification of a presidential election that she lost.”

This account just opened up, reposted all my posts, and simply added “121” to my handle in an effort to pretend to be me. @rushdoshi121.bsky.social

Friends, please help me report this false account that is impersonating me. It’s @rushdoshl.bsky.social 1) The brilliant handle innovation was to substitute the “i” in Doshi for “I” 2) It’s also reposted all my old posts, which is sort of dispositive evidence of intentional deception.

Economic and strategic conflicts may increase between Beijing and Washington during Trump’s second term, but Trump’s isolation could also benefit China in several ways, writes Yan Xuetong.