EMERGENCY POD: Huawei's Breakthrough, the Technical, Industrial and Strategic Implications
ChinaTalk13 Syys 2023

EMERGENCY POD: Huawei's Breakthrough, the Technical, Industrial and Strategic Implications

Huawei’s breakthrough Kirin 9000s: what is it, why is it a big deal, and what if anything should the US do about it? Joining me, I have on two fantastic semiconductor analysis, Doug O'Laughlin of Fabricated Knowledge and Dylan Patel of SemiAnalysis. We get into: How this chip illustrates Chinese engineering excellence and the porous nature of the current export control regime Why we can expect AI chips on par with the A100 coming out of China in the next two years What steps the US government could take to tighten export controls and set back the Chinese semiconductor ecosystem How China has come to dominate both the lagging edge and the EV space Here's my piece on the topic: https://www.chinatalk.media/p/huaweis-breakthrough-the-strategic And here's Dylan's: https://www.semianalysis.com/p/china-ai-and-semiconductors-rise Outtro music: 潮州土狗 - 50元的檳榔 https://www.youtube.com/watch?v=mjl2qabfSNs Learn more about your ad choices. Visit megaphone.fm/adchoices

Jaksot(515)

Second Breakfast: Taking Kharg Island, Terrorism, Grift

Second Breakfast: Taking Kharg Island, Terrorism, Grift

The administration is reportedly considering seizing Kharg Island, and the global economy is beginning to buckle under the pressure of disrupted energy flows. Eric Robinson is a lawyer now who worked...

20 Maalis 1h 18min

The Toymaker vs. the Tariffs

The Toymaker vs. the Tariffs

A century-old toy company has taken down Trump’s Liberation Day tariffs with a self-funded lawsuit. But how? Today’s guest is Rick Woldenberg, CEO of Learning Resources, creator of Spike the Fine Mot...

19 Maalis 33min

WarTalk: AI, Nukes, Iran and Autonomous War

WarTalk: AI, Nukes, Iran and Autonomous War

WarTalk launches! We chat with Pranay Vaddi (MIT, Sandia, formerly Biden NSC) and Chris McGuire (State, NSC, now CFR) about AI, nuclear command and control, deterrence, and how new military technologi...

16 Maalis 1h 59min

Iran: No Save Point

Iran: No Save Point

Two weeks into the US-Iran war, CENTCOM has struck 6,000 targets, but Hormuz is closed, oil is at $100 a barrel, the regime hasn’t fallen, and 400 kilograms of highly enriched uranium sit somewhere un...

13 Maalis 1h 9min

Why it Sucks to Work in AI in China + Open Source with Kevin Xu

Why it Sucks to Work in AI in China + Open Source with Kevin Xu

Kevin Xu of http://interconnected.blog/ and I did a liveshow on substack! We chat about why working in Chinese AI looks so much tougher than building in the West: less compute, lower upside, more po...

12 Maalis 50min

Software Abundance for Government With Cognition's Russell Kaplan

Software Abundance for Government With Cognition's Russell Kaplan

Russell Kaplan, co-founder of Cognition — the company behind Devin — and previously at Scale AI and Tesla, joins the podcast to discuss what “software abundance” could mean for government. Our conver...

9 Maalis 56min

Second Breakfast: Iran and the DIB with Fmr SECAF Frank Kendall

Second Breakfast: Iran and the DIB with Fmr SECAF Frank Kendall

Frank Kendall served as the 26th Secretary of the Air Force from 2021 to 2025. Before that he was Under Secretary of Defense for Acquisition, Technology and Logistics under Obama. His new book, Lethal...

6 Maalis 1h 15min

Autonomous Weapons 101 + Anthropic v DoW

Autonomous Weapons 101 + Anthropic v DoW

Mike Horowitz, Penn Professor and Biden DoD official who wrote 3000.09, clears up some autonomous weapons misconceptions! Learn more about your ad choices. Visit megaphone.fm/adchoices

5 Maalis 40min

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