Beijing is moving to restrict how far its own open-source AI models can travel abroad, just as Washington moves to restrict how far they can travel in.
Same standoff, squeezing from opposite ends of the pipeline.
Quick note: This episode is the first of a new, more frequent style of podcast we're rolling out – shorter, faster-turnaround conversations to react to the news as it breaks, alongside our regular weekly deep dives.
Look for more of these in your feed soon.
On this episode, Andrew Polk sits down with Kendra Schaefer (Head of Tech Policy Research) to unpack:
Why MOFCOM's reported talks with Alibaba, ByteDance, and Zhipu on export controls could reshape how Chinese model weights get released
The three priorities Beijing is trying to balance: model competitiveness, security risk, and controllability
How Kimi K3's release has intensified US anxiety, with Treasury Secretary Scott Bessent floating possible sanctions over model distillation
What Xi's WAIC speech signals about China staying committed to open source while tightening the regulatory leash
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