李其 Lizzi
@wstv_lizzi
Fellow on Chinese Economy @AsiaPolicy Ex: Host of ChinaEDGE Live powered by @thechinaproj |华尔街电视记者主持人 | 今日华尔街|
Exclusive | Donald Trump and Xi Jinping tipped to meet ahead of or during Apec summit in South Korea scmp.com/news/china/dip…
sharing my piece in SCMP where I unpack China’s “consumption problem.” scmp.com/opinion/china-… My argument: it’s actually three problems in one and only one of them has a near-term fix. And that’s why Beijing’s policy this year will look less like demand support / stimulus and…
China just launched the first major revision of its price law in 27 years, targeting irrational price competition and involution/内卷. The goal is to lay the legal groundwork for curbing destructive / involutionary price-cutting which is not just a trade concern, but a huge drag…
Treasury Secretary Scott Bessent says he will meet his Chinese counterparts in Stockholm next week for their third round of trade talks bloomberg.com/news/articles/…
gg openai model gets IMO gold
1/N I’m excited to share that our latest @OpenAI experimental reasoning LLM has achieved a longstanding grand challenge in AI: gold medal-level performance on the world’s most prestigious math competition—the International Math Olympiad (IMO).
Thanks for having me. What an exciting time to talk about #China #AI
With the H2O ban reversed (a big relief for DeepSeek/Alibaba/etc), the release of yet another expectation-defying open-source model from China (Moonshot’s Kimi K2, which reportedly outperforms both GPT-4.1 and Claude Opus 4 in coding tasks), and Huawei’s latest announcement of…
With the H2O ban reversed (a big relief for DeepSeek/Alibaba/etc), the release of yet another expectation-defying open-source model from China (Moonshot’s Kimi K2, which reportedly outperforms both GPT-4.1 and Claude Opus 4 in coding tasks), and Huawei’s latest announcement of…
Huge....Treasury Secretary Bessent on Bloomberg: H20 licensing part of a "mosaic' deal with China in Geneva and London. Admits that the deal overturns the ban on exports of H20 GPUs to China. Sales to resume soon....
Looks like Bloomberg’s scoop on the urban work conference and property market support policy is all but confirmed... The top article on the front page of People’s Daily today is “走出一条中国特色城市发展道路——以习近平同志为核心的党中央引领城市工作纪实” (Forging a Path of Urban…
Top Party mouthpiece Qiushi just issued a tirade against involutionary price wars... mp.weixin.qq.com/s/O0IngSHUMoMl… “Involutionary competition traps all parties in a cycle of low-price, low-quality, and unprofitable rivalry, breaching the boundaries and bottom lines of market…
1/7 Good article by Damien Ma and Lizzi C. Lee on what an American industrial policy might look like: "History has shown that when properly mobilized, the US can retool with astonishing speed and ingenuity." @damienics @wstv_lizzi @ForeignAffairs foreignaffairs.com/united-states/…
“The United States cannot and should not organize its economy exactly like China’s. It would be prudent, however, for Washington to learn from the world’s manufacturing colossus.” foreignaffairs.com/united-states/…
Great panel discussion on AI and Small Modular Reactors (SMR) as an energy solution to meet the large and widening gap of energy demand! Follow @wstv_lizzi
ICYMI: another emerging dimension of China’s industrial policy is its AI + energy push, and on the energy side, nuclear is rapidly rising as a policy priority. In our recent @AsiaPolicy webinar, we explored how and why we see this nuclear-AI alignment which is no longer just…
ICYMI: another emerging dimension of China’s industrial policy is its AI + energy push, and on the energy side, nuclear is rapidly rising as a policy priority. In our recent @AsiaPolicy webinar, we explored how and why we see this nuclear-AI alignment which is no longer just…
In our latest webinar youtu.be/L4_6-ijuQ18?si… we unpack how small modular reactors (SMRs) are no longer just an aspirational energy concept — they’re being deployed at stunning speed to power China’s AI ambitions. We explored: -Why China is going all-in on nuclear for compute…
Brilliant piece by two of the China experts I respect the most: @damienics and @wstv_lizzi. I especially liked the idea of cultivating industrial clusters for critical sectors, such as turning the Great Lakes region into a “Battery Belt.” foreignaffairs.com/united-states/…
IF the goal is to seriously compete with China on a 21st century production base, then some form of industrial policy with American characteristics will be necessary. The strategy should focus on acceleration and agglomeration because we're playing catch up. Scale will…
An Industrial Policy With American Characteristics | Foreign Affairs - by @wstv_lizzi and Damian Ma. foreignaffairs.com/united-states/…