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AS Andrew Sharp Andrew Sharp Writer and podcaster who covers technology and, through a separate strand of the show, US-China relations.

“The policies have been pretty effective at locking in American advantages. The process, though, has been so dysfunctional and corrupted. And that is where I think there should be a lot more scrutiny over the next year or two.”

Sinocism (Bill Bishop) · Geopolitics & World Affairs · November 2026

“The policies have been pretty effective at locking in American advantages. The process, though, has been so dysfunctional and corrupted. And that is where I think there should be a lot more scrutiny over the next year or two.” — Andrew Sharp, Sinocism (Bill Bishop)

Context

Andrew Sharp was reflecting on how chip export loopholes are often framed as urgent strategic mistakes. He says that, given China's compute shortfalls, the outcome of US policy is better than the process that produced it.

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Transcript

Sinocism (Bill Bishop)
Andrew Sharp

And it's totally legal.

Bill Bishop

And it's been known about for a long time. NBIS just won't touch it.

Andrew Sharp

Yeah. Well, and I going back to our conversation a couple of weeks ago, in terms of where we are, I think that the chip issue and specifically the loopholes in our existing framework, they're often framed as urgent and grave strategic errors. And I do think there's room to debate whether that's actually true when you look at the compute deficiencies on the Chinese side, even under the current framework. I think the policies have been pretty effective at locking in American advantages. The process, though, has been so dysfunctional and corrupted. And that is where I think there should be a lot more scrutiny over the next year or two here. And

Bill Bishop

that, I think, is the entry point for the Democrats if it's on their long list of things to look at. But again, the chip stuff is a priority for a fair number of members on the Hill. And so this may be an entry point to have an investigation that looks like it's not just rich, you know, a sort of…

Andrew Sharp

I'm very curious whether we'll ever get more answers on the relationship between Jensen Wong and Alice Wong. I

Bill Bishop

think there, I mean, the fact there was another report that said both Singapore and Taiwan security authorities were so concerned that they actually put her under fiscal. I mean, something, they saw something that really concerned them.

Speaker names come from our own diarization. The position is estimated from where the line sits in the episode.

More from Sinocism (Bill Bishop)

“You want to slow down data center development in the U.S. One of the ways you make sure that you're not then also ceding ground to China is you slow down their ability to … get this advanced compute that they're getting through all these different loopholes. … Right now NVIDIA, it's not like because they're limited in China they're losing sales. People can't buy enough of their chips.” — Bill Bishop, Sinocism (Bill Bishop)