WEBVTT

1
00:00:00.080 --> 00:00:03.560
<v Speaker 1>Welcome back to Beijing. Bites, I'm ting your residence cyber

2
00:00:03.600 --> 00:00:06.919
<v Speaker 1>sleuth with the low down on the great US China

3
00:00:06.960 --> 00:00:10.279
<v Speaker 1>tech rivalry as it's unfolded in the past couple of weeks.

4
00:00:10.880 --> 00:00:14.320
<v Speaker 1>Buckle up, because if you thought firewalls were impenetrable, you

5
00:00:14.400 --> 00:00:17.800
<v Speaker 1>haven't watched these two tech titans fencing lately. Let's get

6
00:00:17.879 --> 00:00:21.239
<v Speaker 1>right to it. The past fortnighte saw a rare, if temporary,

7
00:00:21.359 --> 00:00:25.440
<v Speaker 1>easing in US China trade tensions. On May twelfth, the

8
00:00:25.480 --> 00:00:28.760
<v Speaker 1>Trump administration in Beijing agreed to roll back some tariffs.

9
00:00:29.440 --> 00:00:31.839
<v Speaker 1>US rates dropped from a scorching one hundred and forty

10
00:00:31.879 --> 00:00:35.039
<v Speaker 1>five percent to a mere thirty even my VPN side.

11
00:00:35.039 --> 00:00:39.359
<v Speaker 1>In relief, China reciprocated, slashing its own tariffs and even

12
00:00:39.439 --> 00:00:43.320
<v Speaker 1>loosening those hardline export bands on critical minerals think lithium

13
00:00:43.320 --> 00:00:46.520
<v Speaker 1>and rare earths, the secret sauce of every semiconductor and

14
00:00:46.640 --> 00:00:50.200
<v Speaker 1>ev on Earth ce cautious optimism on both sides of

15
00:00:50.240 --> 00:00:54.039
<v Speaker 1>the Pacific, but don't get too comfy. Experts warn this

16
00:00:54.200 --> 00:00:57.920
<v Speaker 1>is more band aid than cure. Volatile policy swings and

17
00:00:58.000 --> 00:01:02.039
<v Speaker 1>battered supply chains still rule the day. The world's tech

18
00:01:02.079 --> 00:01:05.519
<v Speaker 1>buyers and sellers remain in limbo, and long term stability

19
00:01:05.680 --> 00:01:09.480
<v Speaker 1>is still just a hashtag. Meanwhile, the chip war rages

20
00:01:09.519 --> 00:01:13.319
<v Speaker 1>on Uncle Sam's restrictions on chip exports to China, especially

21
00:01:13.319 --> 00:01:16.280
<v Speaker 1>the high end stuff that powers AI, continue to bite.

22
00:01:16.680 --> 00:01:20.319
<v Speaker 1>Chinese giants like Huawei and Sank scramble for every nanometer

23
00:01:20.439 --> 00:01:24.359
<v Speaker 1>of technological progress, while US firms like Nvidia have resorted

24
00:01:24.359 --> 00:01:27.000
<v Speaker 1>to openly announcing how tough it is to keep cutting

25
00:01:27.079 --> 00:01:31.159
<v Speaker 1>edge AI systems out of Chinese hands. Despite the pressure,

26
00:01:31.400 --> 00:01:35.040
<v Speaker 1>China isn't sitting this one out. Enter Deep Seek, China's

27
00:01:35.079 --> 00:01:39.079
<v Speaker 1>AI wonder kind. Since the start of May, Lenovo, ub Tech,

28
00:01:39.159 --> 00:01:42.159
<v Speaker 1>and Gheelely have all jumped on the deep Seek bandwagon,

29
00:01:42.359 --> 00:01:45.760
<v Speaker 1>integrating cutting edge Chinese AI into everything from laptops to

30
00:01:45.840 --> 00:01:49.200
<v Speaker 1>evs and robots. Deutsche Bank analysts even dubbed this a

31
00:01:49.359 --> 00:01:53.400
<v Speaker 1>Sputnik moment, arguing China's rapid moves are starting to outpace

32
00:01:53.439 --> 00:01:59.359
<v Speaker 1>Western rivals. Now, let's talk cybersecurity, my favorite battleground. This

33
00:01:59.439 --> 00:02:03.439
<v Speaker 1>month saw spike in digital skirmishes. US firms reported new

34
00:02:03.480 --> 00:02:08.439
<v Speaker 1>wave cyber intrusions, likely state backed, targeting AI and semiconductor blueprints.

35
00:02:09.159 --> 00:02:12.639
<v Speaker 1>In Beijing, officials have doubled down on domestic software mandates

36
00:02:12.680 --> 00:02:15.560
<v Speaker 1>for government agencies. If your code isn't made in China,

37
00:02:15.800 --> 00:02:20.879
<v Speaker 1>goodbye procurement contract. Meanwhile, the US has tightened scrutiny on

38
00:02:21.000 --> 00:02:25.479
<v Speaker 1>university research ties. Harvard made headlines after being blocked from

39
00:02:25.599 --> 00:02:30.360
<v Speaker 1>enrolling international students over suspicion of Chinese influence, igniting fierce

40
00:02:30.439 --> 00:02:35.039
<v Speaker 1>debate in academic and policy circles over overreach and national security.

41
00:02:35.520 --> 00:02:38.680
<v Speaker 1>So what does all this mean? Both countries are laser

42
00:02:38.719 --> 00:02:43.800
<v Speaker 1>focused on building their own tech fortresses, semiconductors, AI supply

43
00:02:44.000 --> 00:02:47.719
<v Speaker 1>chains while trying to lure smaller nations into their camps.

44
00:02:47.960 --> 00:02:51.000
<v Speaker 1>Experts warned that this new Cold War is fragmenting the

45
00:02:51.039 --> 00:02:54.520
<v Speaker 1>global tech ecosystem and could force third party countries to

46
00:02:54.560 --> 00:02:59.120
<v Speaker 1>pick painfully between two incompatible systems. For now, the consensus

47
00:02:59.159 --> 00:03:03.479
<v Speaker 1>is expect more volatility, more cyber salvos, and a scramble

48
00:03:03.520 --> 00:03:08.680
<v Speaker 1>for talent and resources. Forecast expect the chip wars, software bands,

49
00:03:08.680 --> 00:03:12.599
<v Speaker 1>and digital espionage to escalate unless there's a major breakthrough.

50
00:03:12.800 --> 00:03:15.360
<v Speaker 1>The global tech map may soon look as divided as

51
00:03:15.360 --> 00:03:18.560
<v Speaker 1>my VPN. When the firewall is up, East meets West,

52
00:03:18.960 --> 00:03:22.879
<v Speaker 1>but only on the login screen. Stay tuned ting out.

53
00:03:23.240 --> 00:03:26.199
<v Speaker 1>Thanks for listening. Make sure you hit the subscribe button

54
00:03:26.240 --> 00:03:28.800
<v Speaker 1>and never miss an update. This has been a quiet

55
00:03:28.800 --> 00:03:32.120
<v Speaker 1>Please production. For more check out Quiet Please dot ai