A Gut Check on Intel and Nvidia with Asianometry, Fabricated Knowledge, and SemiAnalysis
ChinaTalk4 Huhti 2024

A Gut Check on Intel and Nvidia with Asianometry, Fabricated Knowledge, and SemiAnalysis

Just minutes after the Taiwan earthquake yesterday, Dylan Patel of SemiAnalysis, Doug O'Laughlin of Fabricated Knowledge, Jon of Asianometry and yours truly had a brief hang where we got into: Intel's process progress and rocky financial road ahead Reflections out of GTC Jensen's galaxy brain Photo of the woman who saved Intel, Dr. Ann Kelleher, General Manager of Foundry Technology Development. Outtro music: YELLOW黃宣 & 9m88 - 怪天氣 Strange Weather https://www.youtube.com/watch?v=1n_i0JupwRA Learn more about your ad choices. Visit megaphone.fm/adchoices

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ChinaTalk 2025 Year in Review

ChinaTalk 2025 Year in Review

ChinaTalk Audience survey: https://docs.google.com/forms/d/e/1FAIpQLScQ99GAL0m_8iBqZDiKoEjRZiyX6544QvaCNtd1cVkc826n7A/viewform?usp=dialogFeatured coverage on Substack: Industrial diamonds: https:/...

30 Joulu 202539min

Joe Weisenthal and I do a Show About Nothing

Joe Weisenthal and I do a Show About Nothing

A festivus special! Joe Weisenthal, host of Odd Lots and my podcast host alter ego, come to celebrate his ten years of hosting, reflect on the medium and China. 01:21 following your podcasting bliss...

23 Joulu 20251h 3min

Second Breakfast: Arctic Warfare Christmas Special!

Second Breakfast: Arctic Warfare Christmas Special!

Steve Gagnon joins the show! Book: Thousand Mile War https://www.amazon.com/Thousand-Mile-War-Aleutians-Classic-Reprint/dp/0912006838 Outtro music: Learn more about your ad choices. Visit megapho...

22 Joulu 202555min

Rahm Returns to Chat Trump and China: “He is the worst negotiator.”

Rahm Returns to Chat Trump and China: “He is the worst negotiator.”

Rahm Emanuel returns to ChinaTalk with a characteristically blunt assessment of U.S.-China relations, delivering an unsparing verdict on the first year of Donald Trump’s second term. We discuss: ...

18 Joulu 20251h

Détente 2.0 with Mike Froman of CFR

Détente 2.0 with Mike Froman of CFR

Mike Froman is president of the Council on Foreign Relations and former U.S. Trade Representative. He joins ChinaTalk for the first time to discuss: Why his 1992 dissertation on détente is sudden...

15 Joulu 20251h 1min

Second Breakfast: Habemus NDAA!

Second Breakfast: Habemus NDAA!

We've got a full house with Tony, Justin and Eric today. We get into: The hottest NDAA takes on the airwaves (DFC, OSC, AUKUS, Taiwan, contested logistics, Xi's money) Tony has an amazing tv pi...

12 Joulu 20251h 4min

Overfit: NeurIPS Vibes, Research Doesn't Matter, OpenAI Cooked?

Overfit: NeurIPS Vibes, Research Doesn't Matter, OpenAI Cooked?

Nathan and Jasmine debrief from NeurIPS San Diego, where we of course threw the best party. outtro music: we're on a boat https://suno.com/s/dkulmuRvScACxObX Learn more about your ad choices. Visit ...

10 Joulu 20251h

Emergency Pod: H200s to China with Dmitri Alperovich

Emergency Pod: H200s to China with Dmitri Alperovich

It's never over with Trump...Dmitri Alperovich of the Silverado Policy Accelerator comes on to discuss Trump's decision to allow the export of H200s to china. outtro music, a fan song to Jameison Gre...

9 Joulu 202543min

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