Situationships with the CCP

In this episode, Ron Steslow and Isaac Stone Fish (founder and CEO of Strategy Risks) discuss China’s influence and the risks associated with corporate exposure to the Chinese Communist Party

They explore the shifting public perception of China, the implications of leadership conflicts in major companies like Intel, and the strategic decisions surrounding chip sales by Nvidia and AMD.

Then, they delve into the significant cybersecurity threats posed by China which have targeted U.S. infrastructure.

They discuss the vulnerabilities of the U.S. in the face of potential military conflicts and the broader implications of modern warfare, including economic and information warfare.

Later, Isaac dives into how Hollywood’s portrayal of China and Chinese people impacts public perception.

They discuss:

(3:00) Corporate exposure to China

(5:50) Business and the CCP

(8:55)Shifting public views on China

(11:59) Intel Chief’s conflicts in China

(15:02) Nvidia and AMD

(18:02) Supply chain risks

(20:58) China’s global strategy and U.S. response

(31:07) Volt Typhoon and Salt Typhoon

(34:07) The vulnerability of U.S. infrastructure

(38:01) Rethinking modern warfare