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

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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...

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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

Emergency Pod: Iran + Anthropic

Emergency Pod: Iran + Anthropic

An all-star cast today with: Emmy Probasco, a fellow at Georgetown's Center for Security and Emerging Technology (CSET) and former Navy officer with deep expertise in autonomous weapons and military ...

2 Maalis 1h 19min

Second Breakfast: Anthropic, SecDefs being weird

Second Breakfast: Anthropic, SecDefs being weird

what a mess! Wario Amodei's slow jam vibe: https://suno.com/s/cf3KDdVQ5F0KCjow Learn more about your ad choices. Visit megaphone.fm/adchoices

27 Helmi 1h 23min

Lawrence Freedman on Strategy and Nuclear War

Lawrence Freedman on Strategy and Nuclear War

Lawrence Freedman is the dean of strategic studies. He’s written books about the Falklands War, nuclear strategy, political-military relations, Kennedy’s foreign policy, the revolution of military aff...

25 Helmi 1h 34min

Emergency Pod: SCOTUS Scraps Tariffs!

Emergency Pod: SCOTUS Scraps Tariffs!

Peter Harrell drops in, attorney who served in the Obama and Biden admins and submitted a brief in this case Learn more about your ad choices. Visit megaphone.fm/adchoices

20 Helmi 34min

Second Breakfast: Iran, Munich + European Defense Tech, Anthropic

Second Breakfast: Iran, Munich + European Defense Tech, Anthropic

Bryan Clark opens the show talking Iran. Recurring cohosts include Justin Mc, Tony Stark and Eric Robinson. Eric Slesinger of 201 Ventures drops in https://ericslesinger.com/ outtro music: rubio's s...

20 Helmi 1h 3min

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