1/ Who Holds the High Cards in Sino-American Supply Chain Poker? foreignpolicy.com/2025/10/06/tru… 2/ In an article published on Monday in
@ForeignPolicy, I attempt to clarify the current supply chain and tariff face-off between the US and China.

1/ Can Oracle Power its 4.5-Gigawatt Promise? 2/ In heralding @OpenAI's contract with @Oracle to purchase $300 billion in computing power over the next five years, the @WSJ highlighted one major requirement: “4.5 gigawatts of power capacity, roughly comparable to the electricity produced by more than two Hoover Dams.”
wsj.com/business/opena…

1/ What word best reflects China’s dominance of green industries? 2/ Mind-bending. Or as @adam_tooze has described China’s solar boom in which China has installed more solar this year than the US has in history: “world-changing.” adamtooze.substack.com/p/chartbook-40…

1/ In its story emphasizing the rise of podcasts titled “Traditional Media Chases Deals with Star Podcast Creators,” the @WSJ announced a fact. Attempting to emphasize the explosive growth of podcasts, it says “In 2025, US audiences 13 and older are spending 773 million hours a week with podcasts, according to data from Edison Research.” [emphasis added] wsj.com/business/media… 2/ How many hours a day or a week add up to the same figure?

1/ China gains on the US in ____? 2/ “China Gains on US in Submarine Power” is the headline of a fact-filled, full-page story in the weekend’s Wall Street Journal. The evidence summarized and graphic maps present a vivid picture of what has happened in the submarine race over the last decade. wsj.com/world/china/us…

1/ The High Speed Rail Race: Questions the @BostonGlobe didn’t ask. 2/ In celebrating @Amtrak's NextGen “high speed” train which began service last month between Boston and DC, the @BostonGlobe quotes the chair of Amtrak’s board of directors proclaiming “the biggest investment in rail stock in 25 years.” bostonglobe.com/2025/09/02/lif…

1/ Mapping Ukrainian Endgames 2/ When Ukrainian President Zelenskyy arrived in the Oval Office for his meeting with President Trump two weeks ago, he was surprised to find that Trump had mounted a large DOD map of Ukraine on an easel next to the Resolute Desk. The map noted in bold red the percentage of each of the Ukrainian provinces that Russian troops now control. Altogether, this amounts to about 44,000 square miles.

1/ Zuckerberg’s Dream Team of Superintelligents 2/ In the race to build AGI, no individual has undertaken a more focused and expensive campaign to recruit the best and brightest to his company than Mark Zuckerberg (@finkd).

1/ Who Won Gold in the Robot Olympics? 2/ Robots, their human operators and engineers, fans, and investors filled an Olympic stadium in Beijing for the inaugural World Humanoid Robot Games from Aug. 14 to 17. Chinese-made robots competed with those from 15 other countries in 26 events. China’s entries took gold in over half, including track, dance, kung fu and activities like room cleaning and medication sorting. In all, China came away with 37 medals.

1/ Has Smart Brevity Come to China? 2/ China is poised to tackle bureaucratic jargon with the same formula that the founders of Axios used to transform the news industry: Smart Brevity—saying more with less. axios.com/smart-brevity

1/ Bets from my hazy crystal ball: Fast Track to a Trump-Xi Summit that announces a “new partnership” 2/ Three points from my appearance on last Friday’s CNBC show The China Connection.
cnbc.com/video/2025/08/…

1/ Wisdom from the Sage of Omaha. 2/ As the picture suggests, I had the good fortune on Tuesday afternoon to spend several hours with Warren Buffett and his colleague, Ted Weschler. More than a decade ago, he reached out to me to begin a conversation about nuclear danger. And it has been my great good fortune that we have continued talking on a regular basis since then.

1/ What do Top AI Researchers Have in Common? 2/ As one watches $100 million bonuses being paid by Mark Zuckerberg at Meta and other leading AI companies for super talents, it may seem politically incorrect to ask. But I am sure I am not the first one to notice what these individuals have in common?

1/ Who has insights into the GOAT (Greatest Of All Time) Rivalry? 2/ Answer: @elonmusk.

https://x.com/elonmusk/status/1938552586803753388

1/ More wisdom from the Sage of Omaha: Warren Buffett. 2/ When Buffett (94) speaks, the world listens. At Berkshire Hathaway’s annual shareholder meeting last week attended by nearly 20,000 eager fans, the legendary American investor delivered his last press conference as head of the investment house he built.

For a spirited discussion with Jake Sullivan about his view of the most pressing challenges the US faces today, what the Biden Administration accomplished, and what could have been done better, see the video of yesterday’s IOP Forum. iop.harvard.edu/events/america… Jake has joined HKS as the Inaugural Henry Kissinger Professor of Statecraft and World Order. For Harvard students, he offered thoughtful clues about how to grow up to play a role in national security policymaking in a democracy—and the centrality of politics in policymaking.

1/ Could the Tariff War Become a Real Hot War? 2/ Could President Trump’s unprecedented tariff war against China stumble into a hot war with bombs exploding on American and Chinese soil? The good news is that most tariff or economic wars have not become hot wars. The bad news is that some have.

1/ Are the tariffs President Trump announced last week on China more like a solid wall or a slice of Swiss cheese? 2/ Last Wednesday, President Trump surprised the world by announcing “I am hereby raising the Tariff charged to China by the United States of America to 125%, effective immediately.”

1/ Has @elonmusk purchase of Twitter been the “unmitigated disaster” that the @nytimes declared it would be after Elon paid $44 billion for the leading social media platform? 2/ As the New York Times analysis explained two months later, it was “obvious” that “to most people outside Silicon Valley, Elon Musk’s ownership of Twitter has been an unmitigated disaster.” nytimes.com/2022/12/16/tec…

1/ In what category is the US still number one compared to China? 2/ Answer: billionaires.

Who is winning the drone war between Ukraine and Russia? Readers of the American press could be forgiven for thinking that the answer is Ukraine. Over the past year, major American newspapers have carried an average of five stories a week—each touting Ukraine’s success in building and using drones in new and imaginative ways to defeat Russia.