ChinaTalk3 Joulu 2024

EMERGENCY POD: Biden's Final Export Controls Misfire?

Commerce released its much-anticipated chip export-control updates yesterday, December 2. But today's guests are unimpressed. But are we right to have hoped for more? To discuss, I’m joined by Dylan Patel of SemiAnalysis and Greg Allen from CSIS. A disclaimer: We recorded this yesterday the same day the regs were released, and given their complexity our takes are inevitably provisional. We get into: What’s in the new controls: high bandwidth memory, FDPR, and the Entity List. Why key assumptions in Biden’s approach to export controls limited How China’s stockpiling spree may have already rendered these new rules partially obsolete, and what policymakers can do about that going forward. The law-enforcement approach vs. the counterintelligence approach, and whether export controls should be a foreign-policy tool or simply a law-enforcement activity. How the new chip controls are like removing puzzle pieces just one at a time — and why that’s exactly what China wants. The “America First” rationale for domestic chip production. Why the Democrats’ regulatory design philosophy has favored massive complexity to the detriment of enforcement — and what the Trump administration might do differently going forward. Outtro music: From the Netherlands! Mensen by Josine Van Dalsum https://www.youtube.com/watch?v=igRkp_03UHk From Japan! Yadokari - Meiko Kaji https://www.youtube.com/watch?v=CJG2Wozor94 Learn more about your ad choices. Visit megaphone.fm/adchoices

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Why a Chinese AI Lab’s Product Lead Thinks AGI is “Inevitable” | Richard Bian

Richard Bian is the head of product operations for Ant Ling, the foundational LLM at Ant. If you don’t know Ant, they most famously make Alipay, which makes your money and your world run when you’re i...

16 Loka 1h 13min

From Posting to Policy: Saif Khan on DUV and the AI Balance

Saif Khan makes his ChinaTalk debut. He is perhaps my favorite example of posting-to-policy that I’ve seen over the course of my time following Washington. Saif wrote some truly excellent deep dives i...

15 Loka 59min

Matt Yglesias + Jerusalem Demsas + Jordan Crossover Pod

I join Matt and Jerusalem for an unhinged conversation (most entertaining of the year?) about China, AI, corruption, politics, and various other things. Check out their show The Argument, it's good. ...

12 Loka 1h 7min

AGI Believers: Kevin Roose on the Race

Kevin Roose, formerly of the New York Times and Hard Fork, joins ChinaTalk to discuss AGI Chronicles, his new history of OpenAI, Anthropic, DeepMind, and the people who believed in AGI long before it ...

8 Loka 1h 10min

Data is the Hard Part | Building AI Tools for the Military

Everyone wants AI that wins wars. Very few people want to collect, label, store, and test the data it runs on. Bharat Patel is currently Accenture’s AI and data lead for its defense portfolio, a form...

6 Loka 42min

WarTalk: AutoWarCom + Project Meridian

It's a new fiscal year with no new budget, and the Pentagon has a fresh batch of proposals. Two stand out: a four-star Autonomous Warfare Command, built to buy and field autonomous weapons fast, and P...

5 Loka 55min

Section 301 and the Spice Man who Sued Trump Over Them

In February, the Supreme Court ruled Trump's IEEPA tariffs illegal. So why is everyone still paying them? Because the administration rebuilt them: first under Section 122, then under Section 301, and ...

2 Loka 1h 5min

China's Economy is Broken | Logan Wright

After the global financial crisis, China added a third of global GDP to its bank assets in just eight years... the largest single-country credit expansion in at least a century. Today investment is ...

29 Syys 1h 28min