Breaking Huawei + Tariffs Done Right with SemiAnalysis and Asianometry
ChinaTalk19 Huhti 2025

Breaking Huawei + Tariffs Done Right with SemiAnalysis and Asianometry

Dylan Patel is a man on a mission. We get into how: Huawei is giving NVIDIA a run for their money What USG needs to do about it What smart semiconductor tariff policy would look like o3 Outtro Music, a little texas country for you all: Ernest Tubb, Walking the Floor Over You https://www.youtube.com/watch?v=fQIRRReZIls Hank Thompson, Wild Side of Life https://www.youtube.com/watch?v=OPvARPfquPc And a completely wild post-WWII song I did not feel comfortable putting on the feed but worth a listen for the wtf factor: Ernest Tubb, Filipino Baby https://www.youtube.com/watch?v=1WXnoCyKGw8&pp=0gcJCdgAo7VqN5tD Learn more about your ad choices. Visit megaphone.fm/adchoices

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Jaksot(576)

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

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

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

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

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

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

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

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

WarTalk: Potemkin Pacific, Midterm Budget Woes

WarTalk: Potemkin Pacific, Midterm Budget Woes

WarTalk regulars Bryan Clark of the Hudson Institute, Justin McIntosh, and Tony Stark join Jordan. We discuss… The Potemkin Pacific — why Paparo has half the planet on his map and nothing to figh...

25 Syys 1h 12min

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