ChinaTalk17 Maalis 2025

Building Compute in America

Despite leading the world in AI innovation, there’s no guarantee that America will rise to meet the challenge of AI infrastructure. Specifically, the key technological barrier for data center construction within the next 5 years is new power capacity. To discuss policy solutions, ChinaTalk interviewed Ben Della Rocca, who helped write the AI infrastructure executive order and formerly served as director for technology and national security on Biden’s NSC, as well as Arnab Datta, director at IFP and managing director at Employ America, and Tim Fist, a director at IFP. Arnab and Tim just published a fantastic three-part series exploring the policy changes needed to ensure that AGI is invented in the USA and deployed through American data centers. In today’s interview, we discuss… The need for new power generation driven by ballooning demand for compute, The impact of the January 2025 executive order on AI infrastructure, Which energy technologies can (and can’t) power gigawatt-scale AI training facilities (and why Jordan is all-in on GEOTHERMAL), Challenges for financing moonshot green power ideas and the role of government action, The failure of the market to prioritize AI lab security, and what can be done to fend off threats from adversaries and non-state actors. Outtro music: Ghost Crew - 蝴蝶武士 (Butterfly Warriors) (Youtube link) Learn more about your ad choices. Visit megaphone.fm/adchoices

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The Iran War Oil Shock That Wasn’t...(Yet?)

The biggest oil shock in modern history came and went without the catastrophe everyone expected. When Iran closed the Strait of Hormuz, analysts warned that oil could hit $200 a barrel, but the global...

26 Heinä 1h 6min

WarTalk: Iran War Back On, Rogue AI, Ukraine Civ-Mil

Five months into the Iran campaign, the US has two carrier strike groups parked in the Arabian Sea, a blockade that may take months to bite, and a daisy chain of tankers stretching thousands of miles ...

24 Heinä 1h 3min

Kimi K3, Xi's Speech, and China's Mythos Moment

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22 Heinä 59min

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What do actual historians think about the Thucydides Trap? Does our 'low T' discourse all just come back to the movie 300? How the did ancient Greeks fight and why does Homer still keep us coming bac...

21 Heinä 2h

China's Mythos Moment

Claude Mythos scrambled American AI policy, leaving us with what Dean Ball calls a de facto involuntary licensing regime from the administration that promised us the opposite. Zhipu's cofounder says C...

15 Heinä 1h 10min

WarTalk: Iran + Randy Schriver on Asian Defense

Beijing just announced a persistent Coast Guard patrol east of Taiwan, the administration is calling arms sales a "bargaining chip," and the NDS doesn't mention Taiwan at all. Is deterrence in the Str...

10 Heinä 1h 2min

The Chemicals Powering the Chip Industry

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7 Heinä 1h 18min

Unitree and the Humanoid Robot Revolution

Robots are here, and they’re going to change the world, with Unitree currently in pole position. Joining me to discuss are Niko Ciminelli, longtime SemiAnalysis advisor, robot kid and VC along with Re...

4 Heinä 52min