CRO and Managing Director @datenna | Former Tech Program Director @cnasdc, chief of staff @muddywatersre, analyst @CIA | Personal views
Jun 19, 2023 • 7 tweets • 3 min read
The hidden hand of the CCP: Of 650 Chinese investments in Europe since 2010, roughly 40% have high or moderate involvement by state-owned or state-controlled companies, according to @datenna research.
🧵 wsj.com/articles/behin…
"In many of the European mergers and acquisitions, Chinese state influence was effectively hidden by layers of ownership, complex shareholding structures and deals executed via European subsidiaries, @datenna found." 2/7 wsj.com/articles/behin…
Oct 27, 2022 • 13 tweets • 11 min read
ICYMI Commerce U/S Alan Estevez @BISgov@CommerceGov joined me @CNASdc this morning to talk about the new chip export controls.
Important remarks and new insight. Check out the full discussion here 👇. Press coverage in 🧵 1/ cnas.org/events/special…
"The United States could extend the powerful export restrictions it has issued on China to areas like biotechnology and the algorithms that power artificial intelligence." @AnaSwanson@nytimes 2/ nytimes.com/2022/10/27/bus…
Apr 15, 2022 • 9 tweets • 3 min read
Photonics for semiconductors effort launched in the Netherlands. Textbook promote/protect strategy. There's a lot going on here, so let's unpack this in a short 🧵 h/t @DUhockeyFan bloomberg.com/news/articles/…
Let's start with the title of the article, which is a bit misleading. The goal for the effort is for the Netherlands to be at the leading edge in this technology. That doesn't have to mean a single company dominating the way ASML does in EUV lithography. 2/
Apr 18, 2021 • 16 tweets • 8 min read
1/ Bombshell reporting by Dutch newspaper @volkskrant on @Huawei in the Netherlands.
In 2010, KPN commissioned a risk assessment on Huawei. The findings were so damning that KPN never made them public for fear that the company wouldn't survive.
➡️ Had unfettered access to KPN's network
➡️ Could eavesdrop on all conversations (including those of the PM)
➡️ Knew which numbers were monitored by police and intelligence services
➡️ Accessed the network core from China
There's more...
Apr 10, 2021 • 6 tweets • 3 min read
1/x 🧵 Dutch broadcasters @NOS and @omroepntr have a new report on China's tactics to silence critics of its human rights violations.
They identify five lines of effort:
nos.nl/nieuwsuur/arti…1) Sending large delegations to the UN and 2) changing the UN system from within - my @cnasds colleague @kristinejlee27 has written extensively on this. Here is her excellent report on the topic: (2/x) cnas.org/publications/r…
Mar 26, 2021 • 7 tweets • 3 min read
1/ Investigation shows at least 29 researchers from China's National University of Defense Technology conducted militarily-relevant research at Delft University of Technology, one of the world's top tech universities.
Stunning R&D funding numbers coming out of @WhiteHouse today. How will this have America compete?
NIH: -7%
DOE: -17%
NASA: -11%
ARPA-E: -173% (not a typo - agency is eliminated, plus $311 million must be returned to Treasury)
1/4
Overall federal spending on civilian basic research: -9%; defense: -6%
Government R&D spending spurs private-sector investments, and the U.S. government remains the largest funder of basic research, which is foundational to game-changing technological achievements 2/4
