Earl Carr

CEO, Author, Keynote Speaker, Advisor to Governments & Multinational firms, Investor, Chief Global Strategist, Adjunct Professor, Activist, Husband & Dad

[Earl Carr @excarr]

9/11 marks a tragic day. To remember how acts of terrorism can impact our lives, and reflect on the most important things: people, family, friends and a responsibility to live each day as if it were our last. Thankful to share

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[Scott Kennedy @KennedyCSIS]

I spoke with @CNBC about the upcoming Trump-Xi summit. It appears mis-steps on separate individual issues are compounding and intersecting with each other, such that the administration "is finding itself increasingly between multiple rocks and multiple hard places." The consequence is that it will be harder for the US to gain much of value from the summit.
https://t.co/CxPVbt9Hrr

[Earl Carr @excarr]

Thrilled to share me and Quisan Adams publication, "Agentic AI in the US vs. China: How Do They Compare?"   
https://t.co/l44A8WolAi
@CFR_org @AtlanticCouncil @WSJ @seemacnbc @melissakchan @Lingling_Wei @FareedZakaria @michaelxpettis @MikeFroman @damienics

[Earl Carr @excarr]

Thrilled to share me and Georgia Pollard's new article, "Trump 2.0 and the unraveling global order," published in today's Asia Times.
https://t.co/f1kIuJsMsr
@CFR_org @BrookingsChina @Lingling_Wei @FT @StateDept @NBRnews @AtlanticCouncil

[Yanzhong Huang @YanzhongHuang]

CPPCC Chairman Wang Huning (no. 4 in the Party hierarchy) meets “U.S. delegates” to the third China-U.S. Track 1.5 Dialogue. Official Chinese reports did not name a single American participant and gave no indication any sitting U.S. official attended. Just the generic “U.S. side.” For a Track 1.5 dialogue, the total absence of named current U.S. officials (and any identification at all) is itself an indication of the abnormality in U.S.-China relations.
https://t.co/bM9pHpcKJJ

[Paul Triolo @pstAsiatech]

China warns US it could retaliate over Iran sanctions
Beijing says it will take ‘all necessary measures’ if Washington expands crackdown on business with Tehran
https://t.co/cwIlHnWtWJ via @ft

[Paul Triolo @pstAsiatech]

A US AI start-up backed by OpenAI has built its first in-house model on Moonshot AI’s Kimi K3, highlighting a growing shift by Western tech firms towards Chinese open-weight systems.
I could go on and on but some people are not interested in learning...
https://t.co/UeUtY5VzFb

[Jack Prandelli @jackprandelli]

🇨🇳 China just launched a shipping route that skips the Suez Canal and the Strait of Hormuz entirely.

A Chinese container line, started its regular "Ice Silk Road" service through Russia's Northern Sea Route this week, running almost the whole way along the Arctic coastline.

The first vessel, Dubai Tower, carries 1,740 TEU, tiny next to a modern mainline containership running 20,000-plus TEU.

The crossing takes about 20 days, versus roughly 40 days via Suez, half the transit time on paper.

Rosatom, Russia's state nuclear company, issues the Arctic navigation permits and supplies the nuclear-powered icebreakers that keep the route open in ice season.

Rosatom is already calling this the next step toward regular seasonal Arctic shipping, not a one off...

Strategically this matters more than the ship size suggests.

It's a Europe-Asia corridor that sidesteps Suez, Hormuz, and the Red Sea, all the chokepoints this account has covered all week, and gives China a shipping lane that doesn't run through anyone else's waterway.

One small ship doesn't reroute global trade but pair this with everything else running this week, the Yanbu to Sidi Kerir reroutes, Oman's Duqm bypass hub, and now a functioning Arctic corridor, and the pattern is the same everywhere...everyone's building a way around the chokepoints that used to be unavoidable.

[Council on Foreign Relations @CFR_org]

For the first time in nearly 2 decades, a new Pew Research survey shows China is viewed more favorably than the United States in most countries surveyed—but the findings say more about a decline in U.S. soft power than a Chinese surge, writes expert @YanzhongHuang.

"[President] Trump's authoritarian tendencies have badly damaged the United States' image, but so long as American institutions and rule of law endure, respect for U.S. democracy and diplomacy could plausibly recover under a more conventional future administration," he writes.

Read his full analysis: https://t.co/pV5bNXKt66

[Ryan Hass @ryanl_hass]

PRC leaders typically reserve participation in UN high-level week for 10-year anniversaries of the UN. For multiple decades, the PRC President attended on anniversary years. 2025 was an exception; Xi dispatched Premier Li Qiang to attend on his behalf.

https://t.co/jahlJNeySO

[Ryan Hass @ryanl_hass]

Trump's decision to slim down military exercises to curry favor with Kim Jong Un and his commitment to consult with Xi on arms sales to Taiwan both make clear that Trump is offering deference to leaders that is not being reciprocated. He's being played for a fool.

[Yanzhong Huang @YanzhongHuang]

China CDC: July 2026 saw 522K new COVID cases (Omicron, mainly NB.1.8.1), 487 severe, 1 death. Positivity in sentinel hospitals hit 21.2%. Officials say it’s a cyclical peak plateau, mostly mild, high-risk groups (elderly/chronic illness) still vulnerable. Yet China still lacks a clear official recommendation on COVID vaccine use for those groups—WHO advises annual (or more) shots for highest-risk people.
https://t.co/IQfCLTS6NM

[Scott Kennedy @KennedyCSIS]

Earlier today the C919 made its first international flight, b/t Beijing and Ulaanbaatar. This is a PR move, not a major step. COMAC is still unlikely to be competitive vs Boeing or Airbus for a long time.
https://t.co/PX1qTZJREn

[Earl Carr @excarr]

Thrilled to share our publication entitled, "How Long Until The AI Bubble Bursts" published in The National Interest today. https://t.co/ZbSeuRldSN
@CFR_org @Ali_Wyne @FT @WSJecon @USHouseFSC @MadMoneyOnCNBC @seemacnbc @damienics

[Ryan Hass @ryanl_hass]

Taiwan's economy grew 13.72% in H1 2026, marking the strongest growth in 50 years. China's H1 growth clocked in around 4.7%.

Taiwan also surpassed China as a source of U.S. imports, according to U.S. Census Bureau data (January-May 2026).

[Earl Carr @excarr]

@ProfAnkersen I took my son age 17 and nephew age 21 to see The Odyssey last night along with another Father and his son. We absolutely loved it! A great Father/ son movie as well.

[Paul Triolo @pstAsiatech]

Chinese memory giant CXMT oversubscribed 212 times in mega Shanghai IPO
Nearly 10 million investor accounts apply for a rare listed proxy on Beijing’s semiconductor self-reliance drive
Wait, thought China was "uninvestable"?
https://t.co/uvcYqYmsQL via @scmpnews

[Earl Carr @excarr]

We are thrilled to interview Milind Shah today Tuesday 7/21 at 3 pm on the WFFR Sunshine Radio Podcast. Milind is recognized as an innovator in the Financial Services, HealthCare, and Retail industry with an 18+ year track record. https://t.co/a6CMCPFRZj

[Ryan Hass @ryanl_hass]

Rubio - Wang Yi meeting this week, EVFM Ma Zhaoxu visiting US this week, plans on track for Xi to visit White House September 24.

Trump's election interference speech last week won't derail plans for leader-level interaction.

https://t.co/CHfcw8XUT3 via @scmpnews

[Rohit @heyrohitai]

🚨 Anthropic just showed a 27-minute workshop on how to actually do prompts for Claude.

Taught by the people who built it.

Free. No registration. No paywall.

I've seen $300 courses that don't cover what they teach in the first 8 minutes.

Watch the session