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The Ezra Klein Show

Tom Friedman Thinks We’re Getting China Dangerously Wrong

The Ezra Klein Show

New York Times Opinion

Society & Culture, Government, News

4.611K Ratings

🗓️ 15 April 2025

⏱️ 68 minutes

🧾️ Download transcript

Summary

My colleague Tom Friedman thinks we’re screwed. That’s the first thing he told me when recounting his recent trip to China. It’s not just because of the trade war that President Trump is escalating right now. Friedman believes the whole Washington consensus on China — that the country is a hostile adversary — is dangerous and based on an outdated understanding of what China now is. He saw how China’s manufacturing and technology have advanced so far that in many ways it now surpasses the United States’. In this conversation, Friedman walks me through the advancements he saw in some of the most critical fields of the coming decades — including A.I., E.V.s and clean energy. We discuss why he sees the current consensus as dangerous, what a different path might look like and what the United States should do to develop its domestic manufacturing so that we don’t “get steamrolled.” This episode contains strong language. Mentioned: “I Just Saw the Future. It Was Not in America.” by Thomas L. Friedman Genesis by Henry A. Kissinger, Eric Schmidt and Craig Mundie Book Recommendations: The works of Yuval Noah Harari Thoughts? Guest suggestions? Email us at [email protected]. You can find the transcript and more episodes of “The Ezra Klein Show” at nytimes.com/ezra-klein-podcast. Book recommendations from all our guests are listed at https://www.nytimes.com/article/ezra-klein-show-book-recs. This episode of “The Ezra Klein Show” was produced by Rollin Hu. Fact-checking by Michelle Harris, with Mary Marge Locker and Kate Sinclair. Mixing by Isaac Jones, with Aman Sahota and Efim Shapiro. Our executive producer is Claire Gordon. The show’s production team also includes Marie Cascione, Annie Galvin, Elias Isquith, Marina King, Jan Kobal, Kristin Lin and Jack McCordick. Original music by Pat McCusker. Audience strategy by Kristina Samulewski and Shannon Busta. The director of New York Times Opinion Audio is Annie-Rose Strasser. And special thanks to Zoe Zongyuan Liu, Kyle Chan and Matt Sheehan.

Transcript

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0:00.0

From New York Times opinion, this is the Ezra Klein Show. Here's a simple principle that I believe deeply.

0:34.2

You cannot make a good argument for a bad policy.

0:37.2

You cannot make a coherent argument for an bad policy. You cannot make a coherent argument

0:39.2

for an incoherent policy. You can imagine tariff regimes that are defensible. You can imagine

0:45.4

critiques of the previous era of global trade that are coherent. The problem is none of them

0:51.0

fit what Trump is actually doing. It's darkly funny watching Trump's defenders

0:56.0

pivot online from defending the morning's tariffs as necessary shock therapy for an economy that has

1:01.5

been corrupted by decadence and greed, for an economy where we care about the markets but have abandoned

1:06.7

the Midwest, only the shift by that afternoon to how brilliant it was for Trump to pause

1:12.5

those very same tariffs. Just look at that stock market recovery. Brilliant stuff, sir, textbook

1:17.8

art of the deal. Where we are right now, as I write this on Monday, April 14th, is an all-out

1:24.4

trade war with China. We've also laid tariffs on the rest of the world,

1:28.0

but the big ones are on China. The tariffs there are well over 100%. We're being told this is

1:33.5

all necessary because we need to bring the supply chains back from China, particularly the advanced

1:38.4

ones. They built their economy. They built their power on the backs of our iPhones, our batteries, our semiconductors.

1:47.6

We need all that back. But no, wait, wait, wait, breaking news. Most electronics are now exempted

1:52.9

from the China tariffs. We're going to tariff shoes from China at a higher rate than laptops in

1:58.5

this policy apparently designed to reshore advanced manufacturing?

2:03.2

Apple in particular seems to have wriggled out of the tariffs.

2:06.3

Or no, wait, wait, maybe not.

2:08.5

Now Trump is saying that the exemptions, his own administration announced,

2:12.1

that's just fake news.

...

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