Rush Doshi

@rushdoshi.bsky.social

Assistant Professor at Georgetown • Director of the CFR China Strategy Initiative • Biden NSC China 2021-2024 • Author of The Long Game

This is a big deal. Essentially a reversal of the US export control policy on advanced chips. Possibly decisive in the AI race. Compute is our main advantage — China has more power, engineers, and the entire edge layer — so by giving this up we increase the odds the world runs on Chinese AI.

Bild

China is winning the trade war. The Trump team helped them. Per the @wsj.com, the reason China massively escalated in the last 36 hours is because it believes Trump will fold - just as he did on magnets - without reaching for any US leverage in response.

Bild

The TikTok deal is looking like a complete surrender by the Trump team. And it may even be illegal. If true, the US will let Beijing determine what appears on the news feeds of 180 million US TikTok users. Not quite America first. Even advisors to the deal are renouncing it!

BildBild

Multiple agencies and authorities that support the U.S. national security enterprise will expire unless Congress acts quickly, putting America's ability to outcompete China at risk, writes @rushdoshi.bsky.social and William Henagan. www.lawfaremedia.org/article/the-...

The Clock Is Ticking on Critical Authorities to Compete With China

Congress is running out of time to reauthorize foreign and domestic instruments of statecraft critical to protecting American interests.

lawfaremedia.org

🚨 Art of the deal in two WSJ stories showing Trump caving on China policy. ➡️ We unilaterally indicate we’ll remove export controls on the H20 so Beijing can dominate AI, and we seemingly ask for nothing in return. ➡️ On the very same day, Beijing slaps export controls on battery technology.

BildBild

Important story from Nikkei’s Ken Moriyasu that explains, in part, how Trump police pushed Tokyo to skip NATO, pull down a 2+2, and remain silent on Iran. There is no path to allied scale without Japan. But the relationship is at a low-point now. Sharp reversal from the last four years.

Bild

It is superpower suicide to stop the best foreign minds from coming to the United States and using their talents to propel American prosperity and technological advantage.

The NATIONAL SECURITY ADVISER added the EDITOR OF THE ATLANTIC to a PRINCIPALS COMMITTEE TEXT CHAIN set up for the DEFENSE SECRETARY about PLANNED MILITARY STRIKES. Here's a thread of involved parties talking about the need for secure communications (when Dems are involved):

The destruction of DOD’s Office Net Assessment will be celebrated in Beijing & Moscow. This little-known but enormously consequential 50 year-old institution actually thought long-term. It helped us win the Cold War, grasped the China challenge early, and figured out revolutions in warfare.

Bild

“Trust me, bro” is not an argument. Business insiders have used government to make money for literally millennia. Crony capitalism dates back to Ancient Rome. Spare us the moral outrage for being held accountable.

Bild

While we threaten the Canadians with tariffs and annexation, they’re standing with us in the Taiwan Strait. There’s no coherent or systematic logic to the Trump administration’s coercion of allies right now. It’s all just vibes. focustaiwan.tw/politics/202...

Canadian frigate transits Taiwan Strait - Focus Taiwan

A Canadian patrol frigate transited the Taiwan Strait Sunday, the first such instance this year, according to Taiwanese authorities.

focustaiwan.tw