Deep Tech VC On AI, Chips, and US-China Competition
ChinaTalk30 Syys 2023

Deep Tech VC On AI, Chips, and US-China Competition

James Wang, partner at Creative Ventures, joins to discuss: Huawei breakthrough implications and why NVIDIA's CUDA will make it particularly difficult to create a useful domestic AI chip Why China's AI companies have been underperforming my expectations How semiconductor industry dynamics parallel the challenges facing AI startups How pizza machines explain AI's future impact on the labor market Challenges and opportunities in investing in deep tech, including the eager but raw founder talent pool as well as the importance of market structure and distinguishing between R&D and engineering risk This show was brought to you by Creative Ventures. Creatives Ventures is at https://creativeventures.vc/ James writes at https://weightythoughts.com/ and tweets at @AJamesWang Outtro Music: the legendary Combination Pizza Hut and Taco Bell Learn more about your ad choices. Visit megaphone.fm/adchoices

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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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