Victor Shih

@vicshih.bsky.social

Director, 21st Century China Center at UCSD: elite politics, financial markets, debt….of China of course

MIIT's priority AI techs 2025 "complex reasoning models, embodied intelligence models, edge-side models; large-scale computing center, multi-cluster computing power scheduling and coordination, computing center energy consumption management 1/n

4th term for Xi Jinping may be likely, but succession is inevitable. What can we glean from current signals & past practice about how that process might play out? I am looking forward to welcome my friend @vicshih.bsky.social to discuss these Qs @fpri.bsky.social on Tue: www.fpri.org/event/2025/h...

How Will Xi Handle the Succession Process? - FPRI Events

Xi Jinping has ruled China for well over a decade now, making him the longest serving official leader of China since Mao Zedong. As the prospect sharpens for

fpri.org

Ok as of now, if you really rely on LLMs for close reading of government regulations, the interpretation will be mediocre to poor. I think Gemini is pretty good for Chinese material but even it misses many things which would be obvious to a trained human analyst

Trump unveils $100K yearly fee on H-1B visas in clampdown on legal immigration / lets dramatically slow down the flow of top stem talent into this country. That’s going to end well. And guess what, that will benefit all of our tech competitors

1/2 Yes, it's "locked in" only in the sense that if China doesn't dramatically change its domestic economy, and if the rest of the world continues absorbing its surpluses, Chinese surpluses will keep growing. They are "locked in" only to the same extent that Japanese trade surpluses in the late...

You know i actually read an article today arguing that this large surplus is “locked in” for China. I don’t buy it at all b/c all China has to do is erase all export rebates and transfer proceeds to households directly. Of course trade surplus will not disappear but will shrink

Michael Pettis@michaelpettis.bsky.social · 11mo ago

1/7 For all the talk of rebalancing domestic demand in China, Chinese exports continue to climb much faster than imports in 2025. In the first seven months of 2025, exports were up 6.9% in RMB terms, while imports were up 1.2%. english.news.cn/20250908/e41...