Geoffrey Cain

Geoffrey Cain is the author of Steve Jobs in Exile: The Untold Story of NeXT and the Remaking of an American Visionary.

China has subverted the AI race

Representatives of the largest American artificial intelligence laboratories met in the White House on August 4. OpenAI, Anthropic, Google and Meta were called in to review a framework, recently completed and largely classified, that would give the government 30 days to review AI models before the public sees them and test how well they break into computers. Participation is voluntary, but the timing is not. Twice in two weeks, AI systems built to test how well they could break into computers broke into real companies instead.

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Who funds the DSA?

On July 18, Hasan Piker – a Twitch streamer who has made millions denouncing capitalism – addressed the national convention of the Democratic party’s student wing in a gray tunic suit of the kind Mao Zedong wore. Days later, a stream resurfaced in which Piker, broadcasting from China, called Mao “one of the great leaders of this world.” His clarification, that there were “a lot of excesses, let’s be real,” is the tone of a man returning a fish that a restaurant served over-salted, not of one contemplating tens of millions dead. Nobody would need to care if the socialists were losing.

China understands The Odyssey better than we do

China will inherit Homer, and not because the Communist party has decided to take him. The evidence arrived last week in Beijing, where a doctoral candidate in political theory named Yiyang Zhuge sat down with Christopher Nolan to talk about The Odyssey. She reads Greek and has translated Plutarch’s Moralia into Chinese. She learned her Greek in the United States. Zhuge told Nolan that the concept of atonement does not exist in Greek culture, in the Greek language, or in Homer’s Odyssey. It is in the film. Then she asked him: “Did you Christianize the Odyssey?” Nolan said he had focused on xenia, the ancient obligation between host and guest. As for atonement, he said it was “what we bring as viewers to the story,” and that he had not intended to Christianize the poem.

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Is China winning the AI race now?

Gus Carter is joined by Geoffrey Cain to speak about the ongoing developments in Chinese AI, and how it stacks up to its American rivals. Gus and Geoffrey talk about the emergence of Kimi K3, and how Chinese models will become inherently more competitive to global audiences, not just those the United States. They also discuss the OpenAI model that went rogue, and how other US models refused to undertake research to prevent the same from happening again. Learn how to earn yield on gold, paid in gold, at Monetary-Metals.

Is China winning the AI race now?

Meet the political donors lining up to influence AI policy

Most Americans have yet to work out quite what they think about artificial intelligence, but already the AI game is under way: the buying and placing of political pawns in readiness for America’s first comprehensive federal AI law. Voters have yet to elect their senators and representatives, but the power brokers – political donors – are spending, primary by primary, to help ensure their chosen candidates survive to write that all-important legislation. Two rival networks with differing views about what this law should entail have raised more than $200 million for this year’s midterm elections.

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The Founding Fathers of AI

In the spring of 1722, a 16-year-old apprentice in a Boston print shop began slipping letters under the door at night, signed by a middle-aged widow named Silence Dogood, who did not exist. The apprentice was Benjamin Franklin. His brother James, who owned the paper, had no intention of printing his kid brother, so Franklin invented a woman and let her say the things he couldn’t. Readers wrote in guessing at the author. No one suspected the boy sweeping the floor. Franklin would go on to be a printer, a postmaster, a scientist famous across Europe for his electrical experiments and a founder of libraries, fire companies and, in time, of the United States itself.

America’s Anthropic blackout won’t make the world safer

For the first time, the United States government has switched off frontier artificial intelligence and forced the world to go without it. Two of the most capable AI systems ever built, Claude Fable 5 and Claude Mythos 5, went dark last week. Not just in China or Iran. A researcher in London, a developer in Tokyo, an entire company in Berlin, all cut off at once, all treated as equally dangerous. A letter reached Anthropic at 5.21 on a Friday afternoon from Commerce Secretary Howard Lutnick, citing national security authorities. It told the company to suspend access for every foreign national, anywhere in the world. There is no switch that lets in Americans and keeps out everyone else. To comply, Anthropic said it had to take the models down for all users at once.

Will Trump and Xi get what they want?

Donald Trump flew to Beijing this week and wants three things when he sits down with China’s President Xi Jinping: a tariff truce that survives his own courts, Chinese pressure on Iran to end the war that never seems to end and a photograph that makes him look victorious. Xi has problems of his own. But he has watched four American presidencies from Zhongnanhai, the walled compound beside the Forbidden City where the Communist party leadership rules, and he knows the value of silence when his counterpart is talking himself into trouble. Trump’s approval rating is the lowest of his second term. What Xi wants from this meeting with Trump is recognition: two great powers, two systems, meeting as equals Trump has obliged Xi noisily.

Why Apple’s new CEO will play it safe

When Apple named its next chief executive last month it did so without ceremony. Tim Cook will become executive chairman on September 1; John Ternus, his senior vice-president of hardware engineering, will succeed him as CEO. The announcement came with a photograph, not a keynote: the two men walking through Apple Park, the circular glass campus in Cupertino that Steve Jobs designed with the British architect Norman Foster and did not live to see completed. It was the first Apple succession of the post-masterpiece age, and the prose matched. Apple said the transition had been approved unanimously by its board after a “thoughtful, long-term succession planning process.” Cook had spent 15 years building a company that could change its CEO without spectacle.

How the West is empowering China’s war machine

The West’s technology brains and universities are arming China. A few of them are potentially breaking the law to do it, but most of them don’t need to. The front door has been open for years, and nobody in London or Washington has thought to close it. According to a federal indictment unsealed in Manhattan last month, on December 18, 2025, in a warehouse somewhere in Southeast Asia, a team of men used a hair dryer to peel serial-number labels off genuine server boxes and press them onto fakes. The real servers, loaded with some of America’s most restricted artificial intelligence hardware, are alleged to have long since been shipped to China. What remained, according to the indictment, were dummies – non-working replicas repackaged to look untouched.

Geoffrey Cain, Justin Marozzi, Alex Diggins & Sam France

From our UK edition

30 min listen

On this week’s Spectator Out Loud: Geoffrey Cain explains why Trump’s real target with Iran is China; Justin Marozzi argues ancient history might be on the side of Ayatollah Khamenei’s supporters; Alex Diggins warns about the catastrophic consequences that may befall the Palace of Westminster; and finally, Sam France celebrates the 50p coin. Produced and presented by Patrick Gibbons.

Geoffrey Cain, Justin Marozzi, Alex Diggins & Sam France

Iran: is Trump’s ultimate target in this war China?

30 min listen

As the crisis in the Middle East has escalated, Donald Trump's posturing has led many to question his strategy – and if he even has one. Geoffrey Cain, former foreign correspondent, expert on authoritarian regimes – and the author of this week's cover piece in the Spectator, joins Freddy Gray to explain why Trump's ultimate target in the war is China. From the Belt and Road development initiative to more tacit bilateral support, President Xi has been playing a game of chess, to try to check America's power. With Nicolas Maduro arrested and Ayatollah Khamenei assassinated, President Trump is showing his willingness to project American power, at whatever cost – so far. Cain raises questions for those who assume we're moving to a multipolar world.

Iran: is Trump's ultimate target in this war China?

The greater game: Trump’s ultimate target in this war is China

The United States and Israel killed Ayatollah Khamenei, and Xi Jinping’s decade-long project to build an alternative to the American-led order died with him. The view in Beijing has been that the West is declining. Xi built his foreign policy on that premise For years, Beijing quietly assembled a network of dictatorships and client states designed to blunt American power. Iran supplied China with cheap oil and kept Washington bogged down in the Middle East. Russia waged war on Ukraine with Chinese materiel support, a gamble that was supposed to cement a powerful anti-western axis but has instead bled Moscow into dependence on Beijing. Regional proxies from Lebanon to Gaza added just enough chaos to stop Washington focusing on China.