Category Archives: Essays

Foreign Policy: ‘DeepSeek’s Lesson – America Needs Smarter Export Controls’

THE WIRE CHINA (February 5, 2025): Last December, the Chinese AI firm DeepSeek reported training a GPT-4-level model for just $5.6 million, challenging assumptions about the resources needed for frontier AI development. This perceived cost reduction, and DeepSeek’s cut-rate pricing for its advanced reasoning model R1, have left tech stocks plunging and sparked a debate on the effectiveness of U.S. export controls on AI chips.

Select Committee Chairman Moolenaar and Ranking Member Krishnamoorthi’s letter to National Security Advisor Waltz on DeepSeek. Credit: Select Committee

Some argue that DeepSeek’s efficiency breakthroughs mean the controls have backfired and must be lifted. But this view overlooks the bigger picture: DeepSeek’s success in fact underscores the need for smarter export controls. DeepSeek exploited gaps in current controls, such as exports of chips to China that matched U.S. performance despite the initial October 2022 rules, chip smuggling, inadequate oversight on chip manufacturers like TSMC, and slow regulatory updates that enabled stockpiling. 

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Politics: ‘Ronald Reagan’s Road To Conservatism’

Ronald Reagan did not read his way to conservatism, as some people do. He experienced his way. The concerns and travails of middle Americans taught him that unaccountable government could be a grave obstacle to the pursuit of happiness, and the experience of dealing with Communists and bureaucrats strengthened his lifelong distrust of overbearing elites.

THE IMAGINATIVE CONSERVATIVE (February 5, 2025): In the autumn of 1948, as Harry Truman campaigned to remain president, the International Ladies’ Garment Workers Union produced a pro-Truman radio advertisement that aired on stations across the country. The fifteen-minute program had two principal speakers: a liberal Minnesota politician named Hubert Humphrey, on his way to being elected that year to the U.S. Senate, and an equally liberal motion picture actor named Ronald Reagan.

Speaking from Hollywood, Reagan lambasted the bête noire of liberals everywhere in 1948: the “do nothing,” Republican-controlled Eightieth Congress, which he held responsible for the nation’s current economic misery. It was “Republican inflation,” Reagan charged, that was eroding workers’ paychecks while the profits of giant corporations were soaring. In fact, said Reagan, the recent surge in consumer prices had been caused by these “bigger and bigger profits.” “Labor has been handcuffed by the [recently enacted] vicious Taft-Hartley law,” Reagan continued. Social Security benefits had been “snatched away from almost a million workers” by a recent bill in the Republican Congress. Meanwhile the Republicans had enacted tax cuts that benefited “the higher income brackets alone.” “In the false name of economy,” he concluded, “millions of children have been deprived of milk once provided through the federal school lunch program.”

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Foreign Affairs Essays: ‘China’s Trump Strategy’

FOREIGN AFFAIRS MAGAZINE (February 6, 2025): In the months since Donald Trump won the U.S. presidential election in November, policymakers in Beijing have been looking to the next four years of U.S.-Chinese relations with trepidation. Beijing has been expecting the Trump administration to pursue tough policies toward China, potentially escalating the two countries’ trade war, tech war, and confrontation over Taiwan. The prevailing wisdom is that China must prepare for storms ahead in its dealings with the United States. 

Trump’s imposition of ten percent tariffs on all Chinese goods this week seemed to justify those worries. China retaliated swiftly, announcing its own tariffs on certain U.S. goods, as well as restrictions on exports of critical minerals and an antimonopoly investigation into the U.S.-based company Google. But even though Beijing has such tools at its disposal, its ability to outmaneuver Washington in a tit-for-tat exchange is limited by the United States’ relative power and large trade deficit with China. Chinese policymakers, aware of the problem, have been planning more than trade war tactics. Since Trump’s first term, they have been adapting their approach to the United States, and they have spent the past three months further developing their strategy to anticipate, counter, and minimize the damage of Trump’s volatile policymaking. As a result of that planning, a broad effort to shore up China’s domestic economy and foreign relations has been quietly underway.

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