Second Breakfast: Xi-Trump, Taiwan Deterrence, Tibetan Buddhism, Antietam
Featuring the Kirsten and Charlotte Asdal alongside Tony (https://www.breakingbeijing.com/) Eric Robinson, Justin (https://justinmc.substack.com/) and myself
Chapters
02:55 US-China Relations: Punctuated Decoupling
05:52 Woo Trump didn't sell out Taiwan! But what if he did?
08:21 Xi Jinping's Confidence and Military Calculations
24:12 Blockades
28:54 Innovation vs. Production in Defense Technology
43:08 Book Recommendations and Cultural Reflections
44:57 Game of the Week: Historical Insights
Outtro music: suno' s version of bad bunny singing about antietam. I promise I won't do this for every episode outtro until the AI gets better.
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53:49
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53:49
Japan's New Prime Minister: What to Expect
Tobias Harris of the Observing Japan substack returns to catch us up on the new Prime Minister. We get into what Takaichii's deal is, chart her rise to power, explore the domestic constraints she'll operate under, and what she will mean for Japan's international relations and defense policy.
Chapters:
00:00 Election Upset and Political Drama
07:43 The Rise of Takaichi, Her Political Background and Style
24:27 National Defense and International Relations
40:58 Coalition Challenges and Government Stability
48:33 Implications of a Minority Government
01:03:47 How She'll Do With Trump
Outtro Music: Gotta - Tade Dust
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1:14:28
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1:14:28
Ukraine's Drone War with Shashank and Rob Lee
Joining the pod today are Rob Lee of FPRI, Shashank Joshi of the Economist, and Tony Stark of the Breaking Beijing substack.
We discuss…
Whether Ukraine represents a revolution in military affairs and what lessons the war holds for other theaters
Why roughly 80% of casualties in Ukraine are caused by UAVs, and the symbiotic relationship between artillery and drones,
The limits of FPVs and UAVs, tactics to counter UAV attacks, and the role of unmanned ground vehicles,
Institutional friction within the Ukrainian forces,
How Chinese components and commercial drones from DJI are shaping the battlefield.
Drone incidents over Europe, burden sharing, and the US policy climate.
Outro music: Leon Bridges and Khruangbin - Texas Sun, a song that made it onto a 2022 playlist a reporter made of songs they heard on the front in Ukraine (https://open.spotify.com/playlist/72paG2c3VqKblZsZlsCBOx?si=ace9197c40c6440f)
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1:34:32
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1:34:32
PLA Purges and How Xi Rules with Jon Czin
Jon Czin spent years as a top China analyst at the CIA, served as China Director on Biden’s National Security Council, and now works at the Brookings Institution. We discuss what Xi’s fourth-term means for China’s top leadership and military, Taiwan, and the US. We cover:
How Xi’s mafioso-style “decapitation strategy” has kept the PLA in line and why he’s purged more generals than Mao.
Cognitive decline and how end-of-life thinking might be shaping Xi’s succession plans and Taiwan strategy.
Tariffs, rare earths, and China’s appetite for pain vs. America’s.
Beijing’s parochialism and its limits in the Russo-Ukrainian conflict.
What intelligence work on China actually looks like and whether or not Xi’s era is duller than previous generations.
Plus: who might succeed Xi, comparing the Politburo Standing Committee to a frat house, and why chips and TSMC matter much less in Xi’s Taiwan calculus than most think.
Outtro Music:
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1:54:37
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1:54:37
Second Breakfast: Venezuela, Shutdowns, PE + Army, E.B. Sledge
Bryan, Eric, and Justin join the fun.
00:00 Venezuela
16:08 Shutdown Effects on Military Operations
34:45 The PE Army Takeover + Datacenters
46:32 Submarine Detection and Naval Strategy
48:44 Sledge
Outtro Music: Botaste la Bola, Un Solo Pueblo
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Conversations exploring China, technology, and US-China relations. Guests include a wide range of analysts, policymakers, and academics. Hosted by Jordan Schneider.
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