Episode
Kyle Chan on the Future of US-China Competition — #94
- Podcast
- Manifold
- Published
- Sep 11, 2025
- Duration seconds
- 4251
- Processing state
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- https://share.transistor.fm/s/f351deb8
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Summary
Kyle Chan is a Postdoctoral Research Associate and Lecturer in Sociology at Princeton University. His research focuses on industrial policy, clean technology, and infrastructure with a regional focus on China and India. He is currently working on a book on Chinese industrial policy that aims to explain how China came to dominate certain industries today that had originally been led by the US, Japan, and other industrialized nations. These industries include electric vehicles, solar, high-speed rail, and consumer electronics. The book will describe the wide range of industrial policy tools used in China and their ongoing efforts in other industries, such as semiconductors and biotechnology. Kyle Chan writes a popular newsletter called High Capacity on industrial policy, clean technology, and infrastructure, particularly in China and India. Personal website: https://www.kyleichan.com/ NYT op-ed: https://www.nytimes.com/2025/05/19/opinion/china-us-trade-tariffs.html Lu Feng interview: https://www.high-capacity.com/p/chinese-industrial-maximalism Chapter Markers: (00:00) - Introduction (00:50) - Kyle's Background and Research Interests (05:51) - China vs. India: A Comparative Study of Railway Development (12:38) - The Broader Implications of Industrial Policy (37:48) - Introduction to Industrial Maximalism (38:54) - China's Manufacturing Strategy (41:33) - US-China Technological Competition (59:45) - Global Collaboration and Future Outlook Music used with permission from Blade Runner Blues Livestream improvisation by State Azure. – Steve Hsu is Professor of Theoretical Physics and of Computational Mathematics, Science, and Engineering at Michigan State University. Previously, he was Senior Vice President for Research and Innovation at MSU and Director of the Institute of T…