Guest

Bill Bishop

Organizations

Sinocismfounder

Interviews

Bill Bishop on China's PLA purges, the $20B Taiwan arms package, and the DeepSeek moment redux

Bill Bishop on China's Nvidia probe, TikTok framework deal, and CCP chip indigenization strategy

Bill Bishop on why selling H20 chips to China is strategically naive despite Jensen Huang's lobbying wins

Mentions

White House takes 10% stake in Intel; analysts split on whether it saves or distorts chip sector

Export control expert Jimmy Goodrich: H20 is the world's best inference chip by cost-per-token and China can't replicate it yet