In a new episode of China Considered, Elizabeth Economy sits down with Martin Chorzempa, the Dennis Weatherstone Senior Fellow at the Peterson Institute for International Economics, to ask whether the United States and China are in an AI race—and, if so, what the prize is. Drawing on his work on Chinese fintech, Chorzempa explains how lessons from that sector’s boom and crackdown have shaped Beijing’s approach to AI, from registration and censorship requirements to quiet, behind-the-scenes supervision of its labs. The two examine why China may not be as far ahead in AI adoption as many assume and compare US labs’ proprietary models with China’s open-weight approach. Chorzempa outlines three races—for frontier capabilities, domestic diffusion, and international diffusion—and weighs the trade-offs of chip export controls before turning to what the new US-China AI dialogue could achieve. They close with Chorzempa’s recommendation of Ray Huang’s 1587, A Year of No Significance and his advice for the White House on AI strategy.

Recorded on October 5, 2026.

ABOUT THE SERIES

China Considered with Elizabeth Economy is a Hoover Institution podcast series that features in-depth conversations with leading political figures, scholars, and activists from around the world. The series explores the ideas, events, and forces shaping China’s future and its global relationships, offering high-level expertise, clear-eyed analysis, and valuable insights to demystify China’s evolving dynamics and what they may mean for ordinary citizens and key decision makers across societies, governments, and the private sector.

Economy sits down with Glenn Tiffert, a distinguished research fellow at the Hoover Institution, to examine what China wants in the Arctic and what it can currently do there. Tiffert distinguishes the limited military presence he describes from the longer-term capabilities China is developing through scientific research, ice-capable ships, and commercial activity. The two discuss the potential military uses of Arctic research, China’s efforts to gain a greater voice in regional governance, and how investment restrictions have redirected its activity toward Russia. They explore the opportunities and obstacles facing Arctic shipping between China and Europe, alongside the limits of Beijing’s partnership with Moscow. They also consider the US approach to Greenland, scientific research, and cooperation with Arctic allies, before closing with Tiffert’s recommendation of Logan Wright’s Broken China and reflections on China’s technological dependencies and domestic challenges.

Recorded on September 24, 2026.

ABOUT THE SERIES

China Considered with Elizabeth Economy is a Hoover Institution podcast series that features in-depth conversations with leading political figures, scholars, and activists from around the world. The series explores the ideas, events, and forces shaping China’s future and its global relationships, offering high-level expertise, clear-eyed analysis, and valuable insights to demystify China’s evolving dynamics and what they may mean for ordinary citizens and key decision makers across societies, governments, and the private sector.

In a new episode of China Considered, Elizabeth Economy sits down with Logan Wright, partner at Rhodium Group and author of the forthcoming book Broken China: How the Economic Miracle Shattered and What It Means for the World (Polity, 2026), to reconcile the competing narratives about China’s economy: inexorable rise, “K-shaped” growth, or “peak China.” Wright argues that the financial system that once fueled China’s growth now constrains it—after the largest single-country credit expansion in more than a century, Beijing keeps rolling over loans to unproductive state firms rather than absorbing losses, leaving it unable to fund the sectors that could drive future growth.

The two discuss why household consumption is stuck at roughly one percent growth, how Xi Jinping’s centralization of power has created new financial risks and stalled structural reform, the demographic and youth-employment squeeze produced by a capital-intensive growth model, and what signals would indicate a real change of course in Beijing. They close with Wright’s assessment of what the Trump administration has gotten right and wrong on China, why a coordinated allied response to Chinese exports matters more than unilateral tariffs, and what he is watching for at the upcoming Trump–Xi summit.

Recorded on September 4, 2026.

ABOUT THE SERIES

China Considered with Elizabeth Economy is a Hoover Institution podcast series that features in-depth conversations with leading political figures, scholars, and activists from around the world. The series explores the ideas, events, and forces shaping China’s future and its global relationships, offering high-level expertise, clear-eyed analysis, and valuable insights to demystify China’s evolving dynamics and what they may mean for ordinary citizens and key decision makers across societies, governments, and the private sector.