Kyle Chan | Substack

Kevin Xu is always great at distilling the big picture takeaways from the technical details. Must-read: Great interview with a former top researcher at State Grid Really fascinating look at different biases in estimating inflation, consumption, and GDP—and novel ways to account for them Great piece on China Mobile’s recent $17 million orders for robots from AgiBot and Unitree and how Chinese SOEs are playing a key role in boosting China’s tech startups. Highly recommend Poe Zhao’s excellent substack: Hello China Tech It’s my pleasure working with Kyle Chan, who I believe will soon to be famous analyst in DC on China (if not already). It’s a very controversial topic, but the goal is always to provide more nuance, technical detail, and the business side of strategic thinking in this policy debate. In a new piece for Foreign Policy magazine, Ray Wang and I argue for a more sophisticated approach to US semiconductor export controls for China. Another fascinating discussion from afra of Chi

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