
Hosted by Jean-Marc F. Blanchard · ENGLISH

The show begins with a discussion of the turmoil surrounding Meta’s takeover of Manus AI, a deal China has rejected. It then shifts to Apple’s efforts to keep the situation in China peachy. Subsequently, it roams to the topic of the Italian government putting the brakes on Sinochem, the largest Pirelli shareholder, before shifting to BYD’s challenges in Brazil. Next, it travel to the United Kingdom, which has banned the use of Ming Yang wind turbines. The last segment covers the U.S. push to restrict the sale of chip-making equipment to China, block foreign router sales in the U.S., and hang upon on Chinese telecom companies as well as China's unwillingness to buy billions of high-end American AI chips.

This episode begins on the roller coaster known as artificial intelligence chip sales to China, a ride full of stops and starts and ups and downs. It then turns to the off and on again and off again placement of Chinese companies on the United States (US) Department of Defense’s Naughty List. It next returns to the soap opera involving the Netherland’s Nexperia, its China subsidiary, and its Chinese owner Wingtech. Following this, it chronicles TikTok’s troubles around the world. It subsequently examines the latest news surrounding online platforms Shein and Temu. It closes by mapping out the latest developments in Korea pertaining to Google maps and other American high-tech companies.

This episode features Ken Wilcox, the author of The China Business Conundrum and former CEO of Silicon Valley Bank (2001-2011), CEO of SVB's China joint venture (2011-2015), and then Vice Chairman of SVB's JV (2015-2019). In this program, Ken touches upon issues like the China Playbook, identifying decision makers, gift giving, the US government as a backstop (or not), "leverage," and the prospects of the foreign financial industry in China.

This show starts by covering the ups and downs associated with the sale of advanced Nvidia and AMD AI chips to Chinese firms. It then turns to the battle between Nexperia Netherlands and China's Wingtech over control and transborder operations. The fourth part details Washington’s squashing of a Chinese semiconductor acquisition, Beijing’s potential mashing of Meta’s acquisition of Manus, China’s sweeping ban of American and Israeli cybersecurity software companies , and American politician attempts to discharge Ford’s collaborations with CATL. We next turn to the supposed end of the TikTok divestiture. The episode concludes with coverage of Asian government efforts to reign in Grok, the X run AI chatbot.

In this episode, we discuss the non-definitive definitive TikTok divestiture deal. We then examine challenges facing Chinese platforms such as Shein, Alibaba, and Baidu. Next, we track the continuing saga involving the sale of high-end chips and semiconductor making equipment by Nvidia and others to China. Following this, we delve into the regulatory travails confronting Google and Apple in countries like Korea. We conclude the podcast with a brief look at expanding moves to regulate various aspect of artificial intelligence.

In this segment of "Thirty Minutes of Tips from Top Talent," we interview Mr. Eric Sundheim, Principal & CEO, Mercovus Valuations, a Campbell, California (USA)-based valuation firm. During this episode, Eric enlightens us about the complexities and process of valuing intangible assets (e.g., stock, IP, crypto), the different ways that "politics" (global and domestic), which can manifest itself as international tensions or tax and regulatory regimes, can influence valuations, some techniques used to incorporate politics into value calculations, the types of valuations that can be given, and more.

This episode begins with a piece on Apple’s continued courting of Beijing and its harvest and the moves by others to reduce their roots in the Middle Kingdom. It then explores China’s anti-trust investigation of Qualcomm. The third content segment covers pressures on Nvidia from China and the United States, highlighting its defense of deeper dealings with China. Afterwards, it treats the Nexperia seizure saga, which is giving the Dutch, car companies, Nexperia Netherlands, Nexperia China, and China’s Wingtech fits. Our penultimate piece focuses on the moves by various countries around the globe to regulate social media companies such as Facebook and TikTok and moderate content. We conclude by examining the stresses Korea, the United Kingdom, and OpenAI are raising for Google.

This episode begins by highlighting issues that Wells Fargo, Google, Apple, and Anthropic face with respect to China. It then focuses intently on Nvidia's challenges relating to a China antitrust investigation and China’s pursuit of semiconductor independence. It then shifts to the United States’s revocation of Validated End User Status for Samsung and SK Hynix and its possible implications for the companies, their chip equipment suppliers, and their competitors. Following this, it explores the latest news about the TikTok divestiture. Afterwards, it examines Washington’s war against European and Korean efforts to regulate tech companies. The show ends with a discussion of the unraveling fabric of Shein and Temu.

This episode reviews various corporate exits from China and the tactics some companies like Apple are using to facilitate their China derisking; delves into the "unusual" and "unprecedented" chip tax deal AMD and Nvidia struck with the US government; examines President Donald Trump's hate and love fest with Intel CEO Lip-Bu Tan; and charts out Google's map data struggles with Korea as well as Korea's frictions with Mercedes Benz and Westinghouse.

In this episode, we discuss the love and hate swirling around AI semiconductor leader Nvidia. Following this, we cover continuing challenges for companies in China such as Apple, Sam’s Club, and Tesla. The second half looks at the ongoing conundrums that Chinese companies such as TikTok are managing in the US, Europe, and Korea. We then zoom in on the travails of Google in Australia, Korea, and Pakistan. The last segment covers tech company content and competition regulation, an issue companies like X, Telegram, xAI, Meta, Apple, and Google can’t avoid!