The Tsai/McCarthy Meeting and China's Reaction, Taiwan's Upcoming Presidential Election, Warren Buffett and TSMC, and China and AI

On today’s show guest host Ben Thompson (Stratechery) and Bill begin with Taiwan President Tsai Ing-wen's meeting with Speaker of the House Kevin McCarthy and discuss China's reaction and the mood on the ground in Taiwan as it approaches a Presidential Election. Later: a discussion on Warren Buffett's comments about TSMC and China's proposed rules for AI.As per our custom, this first episode of the month is outside the paywall and free for everyone.Taiwan's president warns 'democracy is under threat' in joint remarks with McCarthy — CNNEuropean leaders in Beijing; Tsai in California; Xinhua attacks US financial hegemony; Saudi-Iran Beijing meeting — SinocismChina to inspect ships in Taiwan Strait, Taiwan says won't cooperate — ReutersPLA exercises around Taiwan; Macron and the PRC; Did Tedros "slander China"?; AI Bubble — SinocismChina military ‘ready to fight’ after drills near Taiwan — Associated PressXi inspects Guangdong; Lula to China; Draft AI rules; Macron; Sandstorms; Substack Notes open to all — Sinocism2024 election a choice between 'democracy and autocracy': DPP nominee Lai — Focus TaiwanChina slaps security reviews on AI products as Alibaba unveils ChatGPT challenger — Financial TimesBuffett says geopolitics a factor in Berkshire sale of TSMC stake — Reuters This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit sinocism.com/subscribe