(Preview) The ‘Raising a Lobster’ Frenzy; Iran and US-China as Trump’s Visit Looms; Two Sessions Takeaways

March 12
15 mins

Episode Description

On today’s show Andrew and Bill begin with the frenzy surrounding OpenClaw in China, including Beijing’s response, security concerns, liability questions, an object lesson in the Chinese market, and why Tencent looks like a potential winner as regulatory issues are sorted in the months to come. From there: Reports that Beijing is unhappy with the limited preparation in advance of Trump’s visit to China, news that pieces of the THAAD system have been relocated from South Korea to the Middle East, Trump’s promised gift to China at the Strait of Hormuz, and fentanyl tension as March 31st looms. At the end: Reactions to the Two Sessions, why the “Iron Rooster” budgeting approach is consistent with the past few years of planning, missing PLA generals, and Sharp China Sports news as BYD mulls an entry to F1 and Lewis Hamilton tours China.

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Bill Bishop is the author of Sinocism

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PLA at the Two Sessions; US-China; Iran; OpenClaw — Sinocism

Xi meets with PLA and PAP delegates; Wang Yi press conference; US-China; China and Iran; OpenClaw frenzy — Sinocism

China’s OpenClaw Craze Buoys Tech Stocks, Fuels AI Pivot — Wall Street Journal

China Moves to Curb OpenClaw AI Use at Banks, State Agencies — Bloomberg

OpenClaw Conquered China in 100 Days — Hello China Tech

Why Tencent Needs OpenClaw More Than Any Other Chinese Tech Giant — Hello China Tech

Personal AI Agents like OpenClaw Are a Security Nightmare — Cisco

Women Are Falling in Love With A.I. It’s a Problem for Beijing. — New York Times

Frugal ‘Iron Rooster’ Budget Signals Pain for Growth and Consumers — Wall Street Journal

Post by Gerard DiPippo re: Beijing’s “iron rooster” budget — X: @gdp1985

Why China stands to gain from US moving military assets for Iran war — SCMP

China Irked by Last-Minute Scramble to Plan Xi-Trump Summit — Bloomberg

Early Iran strikes cost $5.6 billion in munitions, Pentagon estimates — Washington Post

US and China clash over fentanyl and tariffs at global drugs meeting — Reuters

INTERVIEW: Japan’s involvement conditional, ex-minister says — Taipei Times

China’s BYD Explores F1 Entry in First Auto Racing Push — Bloomberg

Lewis Hamilton visits Jiuzhaigou National Forest — X: @44britcedes

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