Transistor Radio: OpenAI Loses the Mandate, Railroad Bubble = AI Bubble
ChinaTalk25 Marras 2025

Transistor Radio: OpenAI Loses the Mandate, Railroad Bubble = AI Bubble

Doug, Dylan, and Wei of SemiAnalysis join me (Jon was sleeping at 5AM taiwan time...) for a pre-holiday get together. 01:00 AI Mandate--OpenAI slipping 19:03 Dylan sells TSMC on AI better than sama 24:17 Doug teaches a lesson on railroad bubbles and ai 32:30 Sarah Friar fails up 35:17 Zohran-Trump Suno slop: Moody's man came down from New York City https://suno.com/s/5DGCTgqam8dQMkZf Learn more about your ad choices. Visit megaphone.fm/adchoices

Jaksot(520)

WarTalk: No Ammo for Taiwan, Polymarket, Bye Phelan, Will Driscoll Go The Distance?

WarTalk: No Ammo for Taiwan, Polymarket, Bye Phelan, Will Driscoll Go The Distance?

The Pentagon is leaking to the press that America doesn't have the missiles to win a war over Taiwan — and the Iran war is the reason why. Meanwhile, a Special Forces master sergeant is looking at fed...

24 Huhti 58min

Sen. Chris Murphy on Corruption, China and AI

Sen. Chris Murphy on Corruption, China and AI

outtro music: Pardon Pen! https://suno.com/s/2tXSJ7uJFA7k1pUC Learn more about your ad choices. Visit megaphone.fm/adchoices

23 Huhti 25min

Quantum 101

Quantum 101

What exactly is quantum computing? Why does it matter, and what would it actually mean to “win” the quantum race? Zach Yerushalmi, CEO of Elevate Quantum, a Mountain West–based public-private consorti...

20 Huhti 1h 13min

WarTalk: Is Mythos a Cyber Nuke? + The Blockade That Wasn't

WarTalk: Is Mythos a Cyber Nuke? + The Blockade That Wasn't

We discuss… Why Mythos is a Dr. Strangelove moment — and whether the better analogy is a nuke or a pandemic Who gets the keys: Ukraine vs. South Korea vs. Japan vs. the Five Eyes, and why the...

17 Huhti 1h 2min

The Think Tank New Breed (IFP + FAI)

The Think Tank New Breed (IFP + FAI)

Caleb Watney (Institute for Progress) and Max Bodach (Foundation for American Innovation) on what the new breed of DC think tanks does differently and why the old model is broken. We discuss: Why...

16 Huhti 1h 8min

Claude Mythos and National Power

Claude Mythos and National Power

Anthropic’s new model found decades-old vulnerabilities in foundational open-source code that millions of automated tests and countless human experts had missed, presaging a potentially revolutionary ...

12 Huhti 57min

WarTalk: Who Won the Iran War?  (Second Breakfast Rebranded...)

WarTalk: Who Won the Iran War? (Second Breakfast Rebranded...)

Eric Robinson, Tony Stark , Justin Mc , and Secretary of Defense Rock join me to score the Iran conflict. We discuss… Whether Iran’s Strait of Hormuz toll booth is a Trump card or a wasting asse...

10 Huhti 1h 3min

How Ukraine Makes Drones

How Ukraine Makes Drones

Ukrainian drone manufacturing. How has the country been able to build hundreds of thousands, even millions of drones over the past four years of conflict? What dependencies does its industrial base st...

7 Huhti 1h 4min

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