Matt Sheehan Profile picture
🇺🇸+🇨🇳+🌏 AI & tech. Fellow @CarnegieEndow. Author "The Transpacific Experiment: How China & California Collaborate & Compete" Ex: @MacroPoloChina @huffpost.
Apr 21 25 tweets 10 min read
How did China go from a technological backwater to an innovation powerhouse in just 20 years?

It's a big question with big implications for 🇨🇳, 🇺🇸, and 🌍. I take a crack at answering it in my new piece for @ForeignAffairs.
🧵 1/x… 2/x
First, what the piece is not doing:
It's not providing the be-all-end-all explanation that covers all variables. I had 2,000 words. 🤷‍♂️

What it is trying to do:
Provide a coherent framework for understanding the main policy drivers of China's innovation boom.
Jan 12 19 tweets 6 min read
🧵 China has been rolling out lots of new AI governance measures that will reshape 🇨🇳 AI & make waves around the 🌏.

It’s easy to lose the governance forest for policy trees, so I broke down 3 key initiatives, showing how they'll compete & converge. (1/x)… China’s widespread abuse of AI surveillance tech leads many to dismiss any governance moves there. But that risks being a huge strategic oversight.

Anyone who wants to compete against, cooperate with, or simply understand Chinese AI must examine these moves closely. (2/x)
Nov 19, 2020 8 tweets 4 min read
THREAD: This yr I got a lot of people asking “How does Silicon Valley see China? How has that changed?”

People are usually looking for a 1-dimensional answer (partner➡️rival!) but SV-🇨🇳 ties are way more tangled up than that.

So I made a chart! (1/x)… Impt qualifier: this chart is built off my *subjective assessment* of these trends.

That assessment is built on >400 interviews, off-record convos, & projects done w/ Silicon Valley investors, entrepreneurs, researchers, etc.

But it's still *subjective* so take it as such.
Oct 26, 2020 23 tweets 10 min read
THREAD: Today our @macropolochina team dropped a new report forecasting Chinese politics, economics, technology & energy 2020-2025.

I took on the task of predicting what will go down in Chinese tech over the next 5 years.

Here’s what I came up with:… First, a limitation: I didn’t try to cover every tech sector+issue. (Quantum, surveillance, fintech, social credit, etc.) Imagine predicting everything in US tech 2015-2020...

So if I didn’t cover your area, you should write that piece. Send it to me, I’ll read it! (thread 2/x)
Apr 28, 2020 10 tweets 6 min read
Key dimension of US-China tech competition is currently playing out in countries across the developing world.

So I analyzed data on the most downloaded apps in six key countries for 2015 & 2019. Here’s what I found:

thread 1/ US apps remained dominant in 2019 for most markets, often w/ 60-75% market share among the most downloaded apps.

The one big exception here is India, which we'll dig into below... 2/
Jan 21, 2020 9 tweets 6 min read
🎙️New episode of Heartland Mainland: the Iowa China Podcast!🎙️

For the past yr, @JianingHollyHe & I have been talking w/ Rick Kimberley: Iowa farmer ➡️ ag celebrity in China ➡️ collateral damage in the trade war.
Here's what we learned. /thread… @JianingHollyHe We spoke w/ a soybean industry rep who told us they first set up a Beijing office in 1982, betting that Reform + Opening would mean greater demand for animal feed & soybeans.

That big bet on Chinese markets didn't start paying off for 2 decades, until China entered WTO in 2001.