In this episode, I sit down with Zheng Yu Huang — technology executive, White House Fellow, and author of Rethinking China — to examine what he argues are dangerously flawed assumptions driving US policy towards China, and what a more clear-eyed strategy would look like.

Huang's career is unusually well-positioned for this conversation. After Stanford and Harvard Business School, he rose to Managing Director at Intel — one of the youngest to hold that title — where he negotiated directly with the Chinese government on IP frameworks. He then served as a White House Fellow under President Obama, becoming the first person of mainland Chinese origin to hold that distinction, and led an interagency task force to restore Haiti's telecommunications network following the 2010 earthquake. He later founded a financial services data firm that grew to 300 staff and a $100 million valuation, and served four years as President of the Committee of 100, the prominent Chinese American organisation co-founded by IM Pei and Yo-Yo Ma.

In this conversation, we cover the $600 billion IP theft figure and where it actually comes from, the human cost of the China Initiative, the real lessons of the China shock, what war-game projections say about a Taiwan contingency, why the US is losing ground in Southeast Asia, and what a results-focused China strategy would look like.

This is Episode 81 of The Front Row Podcast.

Full transcripts: ykeith.com/tag/podcastInstagram: instagram.com/frontrow.65LinkedIn: linkedin.com/in/keith-yapWebsite: ykeith.comEmail: [email protected]

TIMESTAMPS: 0:00 Trailer0:55 A Drive-By Shooting on My First Month in America5:29 Why America Is Still the Land of Opportunity9:24 Negotiating IP With Beijing at Intel16:27 What the White House Fellowship Taught Me About Power23:49 When US-China Relations Broke27:49 The Consequences of Getting Your Assumptions Wrong33:14 Why Southeast Asia Is America's Blind Spot34:41 The Real Reason the US Pivoted to Securitisation35:43 The China Shock Was Never Really About China41:15 The $600 Billion Number That Isn't Real46:26 How the China Initiative Destroyed Innocent Lives52:59 Compete or Cooperate? The AI Question58:03 What History Tells Us About US-China-Taiwan1:00:57 What China Gets Wrong About America1:06:10 Focus on Results: A New China Strategy1:08:32 America's Real Domestic Challenges1:11:59 One Final Piece of Advice