NVIDIA and the Future of AI
ChinaTalk3 Kesä 2023

NVIDIA and the Future of AI

Doug O'Laughlin of the Fabricated Knowledge substack and I discuss: NVIDIA's corporate history and how it arrived at such a dominant position today What makes it so irreplacable in the coming AI revolution The national competitiveness implications of NVIDIA in a US-China context Outtro music: 邓典果DDG/李尔新 -《帅到没朋友》 https://www.youtube.com/watch?v=-CqvpDd1xK0 Learn more about your ad choices. Visit megaphone.fm/adchoices

Jaksot(514)

Second Breakfast: Venezuela, Shutdowns, PE + Army, E.B. Sledge

Second Breakfast: Venezuela, Shutdowns, PE + Army, E.B. Sledge

Bryan, Eric, and Justin join the fun. 00:00 Venezuela 16:08 Shutdown Effects on Military Operations 34:45 The PE Army Takeover + Datacenters 46:32 Submarine Detection and Naval Strategy 48:44 S...

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PLA Purges and How Xi Rules with Jon Czin

PLA Purges and How Xi Rules with Jon Czin

Jon Czin spent years as a top China analyst at the CIA, served as China Director on Biden’s National Security Council, and now works at the Brookings Institution. We discuss what Xi’s fourth-term mean...

22 Loka 20251h 54min

Second Breakfast:  Gaza, SOUTHCOM, AI Nuke Analogies Stink,  Generals Using AI (with M. Horowitz and L. Kahn!)

Second Breakfast: Gaza, SOUTHCOM, AI Nuke Analogies Stink, Generals Using AI (with M. Horowitz and L. Kahn!)

Guests today include Michael Horowitz (Penn now, in the Biden years was DAS for Force Development and Emerging Capabilities + Director of the Emerging Capabilities Policy Office) and Lauren Kahn (work...

17 Loka 20251h 4min

Tarun Chhabra on the Stakes of AI Competition

Tarun Chhabra on the Stakes of AI Competition

Tarun Chhabra is Head of National Security Policy at Anthropic, and previously served as the Deputy Assistant to the President and Coordinator for Technology and National Security on Biden’s NSC. Tod...

15 Loka 20251h 7min

Anduril's Christian Brose on the Dangers of Unseriousness

Anduril's Christian Brose on the Dangers of Unseriousness

Chrisian Brose is the Chief Strategy Officer at Anduril Industries. He’s been at the forefront of the debate about how America needs to change in order to win a future war against a high-tech adversar...

13 Loka 20251h 29min

EMERGENCY POD: China's Rare Earth Export Controls

EMERGENCY POD: China's Rare Earth Export Controls

Chris Miller (chip wars), Chris McGuire (10 year State Dpt vet, check out the past episode on the feed) and I discuss a big move by MOFCOM to squeeze Trump in advance of their APEC summit. Outtro ...

9 Loka 202557min

AI Hardware Net Assessment: Why Huawei Can't Beat Nvidia

AI Hardware Net Assessment: Why Huawei Can't Beat Nvidia

Last week, Jensen Huang said that China is “nanoseconds behind” the US in chipmaking. Is he right? Today, Chris McGuire joins ChinaTalk for a US-China AI hardware net assessment. Chris spent a decade ...

8 Loka 20251h 28min

Second Breakfast: Putin's Drones, SecWar Patton, Wargaming, Finding Subs

Second Breakfast: Putin's Drones, SecWar Patton, Wargaming, Finding Subs

Bryan Clark, a former submariner now with the Hudson Institute, joins the show! Outtro speech: George C. Scott's rendition of Patton's speech Learn more about your ad choices. Visit megaphone.fm/adch...

6 Loka 20251h 1min

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