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

Jaksot(512)

Second Breakfast: Invading Canada, Benedict Arnold, Iran

Second Breakfast: Invading Canada, Benedict Arnold, Iran

whole gang is here. Also a little Minnesota and 30 seconds of NDS (which is all it deserves) suno: https://suno.com/s/SJ0FoEPMVZ3QS441 'He couldn’t capture Canada, but captured infamy— The only gene...

30 Tammi 1h 3min

EMERGENCY POD: PLA Purges Continue!

EMERGENCY POD: PLA Purges Continue!

Jon Czin, former CIA analyst and NSC staffer, returns to talk purges. We have far too much fun. The disney take on PLA purges: https://suno.com/s/Wv1yQyxdUhWBzyA0 08:50 Deep read into the WSJ nuke ...

28 Tammi 56min

Overfit: Claude Code is Everything, Trump Vibe Codes

Overfit: Claude Code is Everything, Trump Vibe Codes

Jasmine Sun of https://jasmi.news/ and Nathan Lambert of https://www.interconnects.ai/ report for duty. Athena makes a brief guest appearance before dipping for pilates. Jordan's flower app: https://...

25 Tammi 1h 10min

Second Breakfast: Battleships, Golden Dome,  Greenland, Kash, Presidential Comedy

Second Breakfast: Battleships, Golden Dome, Greenland, Kash, Presidential Comedy

Bryan Clark (former submariner at Hudson), Eric Robinson, and Justin McIntosh report for duty. Davos disco: https://suno.com/s/2SpR62beigk2JeDr Learn more about your ad choices. Visit megaphone.fm/ad...

24 Tammi 1h 12min

The Future of Economic Security with Dan Kim and Chris Miller

The Future of Economic Security with Dan Kim and Chris Miller

Is there such a thing as MAD in economic warfare? How should we measure the effectiveness of our industrial policy tools, and what outcomes should we be aiming for anyway? Our guest today is Dan Kim,...

21 Tammi 1h 20min

Party Time! Jon Czin on US-China in 2025 and 2026

Party Time! Jon Czin on US-China in 2025 and 2026

Jon Czin spent years as a top China analyst at the CIA, served as China Director on Biden’s National Security Council, and now works at the Brookings Institution. We talk through: Xi, Trump, and w...

19 Tammi 1h 1min

Richard Danzig on Cyber and AI

Richard Danzig on Cyber and AI

Richard Danzig, national treasure, joins the podcast to discuss the national security implications of AI in the cyber context. Do note we conducted this interview in July of 2025. We discuss Richard...

17 Tammi 1h 44min

The China Commission Reports!

The China Commission Reports!

The U.S.-China Economic and Security Review Commission late last year released its annual report to Congress. ChinaTalk welcomes two commissioners to the pod to discuss. Before joining the Hoover Ins...

17 Tammi 59min

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