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Azeem Azhar's Exponential View

Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

Azeem Azhar's Exponential View

EPIIPLUS 1 Ltd / Azeem Azhar

Openai, Intelligence, It, Society, Technology, Review, Ai, Investing, Science, Economy, Business, Artificial Intelligence, Automation, Robots, Exponential, Future, Tech News, Work, Government, Exponential View, Economics, News, Gpt, Azeem Azhar

51.1K Ratings

🗓️ 23 October 2025

⏱️ 45 minutes

🧾️ Download transcript

Summary

In this episode, I speak with Jordan Schneider, creator of Chinatalk, to explore the new phase of US–China competition. Both countries are using trade policy, export controls and industrial strategy to shift the balance of global power. Yet, their economies remain tightly bound.

Transcript

Click on a timestamp to play from that location

0:00.0

Hello, everyone, and welcome to this conversation. I'm Azimazar, the founder of Exponential View.

0:05.7

Please do introduce yourselves and tell us where you're from in the chat. I'm in London. I'm delighted

0:11.8

to be with a legend of substack, Jordan Schneider. Jordan, where are you? I am in New York City,

0:18.5

and I'm so glad to be here. We have just partnered up in a new publishing project as well, which I've been finding pretty exciting, right, to have all of these new, new business partners.

0:29.2

Why didn't you say something about it for a minute?

0:31.1

Sure.

0:31.7

So if you care about AI, which if you are watching this right now, I think you make it into that set,

0:40.9

and you perhaps work at a firm or an organization that would be interested in buying the one

0:49.3

AI content bundle to rule them all. You should head down to reedsale.com, which sells group

0:58.2

AI subscriptions for teams. We got an incredible lineup, including myself, Azeem, Nathan Lambert,

1:05.7

Jasmine, Kevin Shue, and I think that there's like eight in total of us. Substack doesn't let you bundle for whatever Godforsaken reason.

1:15.4

So we have taken it upon ourselves to save you the time and allow you to make yourself

1:21.8

and your team smarter about what's coming down the pipe with artificial intelligence.

1:26.5

It's a great initiative.

1:31.4

I'm super happy it started. We will, of course, talk about AI today, but you are best known for China talk, and there is so much going on between the US and China,

1:39.5

and I just want to make sense of it. And hopefully you'll be able to help us do that.

1:44.8

It seemed to me that we're watching the US and China do more than traditional trade wars.

1:52.8

And we've moved from a phase where the US was trying to contain China, perhaps into something

1:57.5

more, a decoupling. And what I want to argue, that that decoupling is actually more interesting and perhaps more

2:04.1

dangerous than things we've seen in the past.

2:06.5

It's not so much separation, but the emergence of these two parallel tech universes,

2:12.8

but they remain deeply entangled.

...

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