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(516)

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

Ben Buchanan on AI and Cyber

Ben Buchanan on AI and Cyber

Happy New Year! This is your reminder to fill out the ChinaTalk audience survey. The link is here. We’re here to give the people what they want, so please fill it out! ~Lily 🌸 Ben Buchanan, now a ...

11 Tammi 1h 22min

Second Breakfast: Iran, $500B for Defense...and should we pity RTX?

Second Breakfast: Iran, $500B for Defense...and should we pity RTX?

Bryan Clark joins. Learn more about your ad choices. Visit megaphone.fm/adchoices

9 Tammi 55min

Transistor Radio: WFE and Doug's Claude Code Psychosis

Transistor Radio: WFE and Doug's Claude Code Psychosis

but in a nice way happy new year! Learn more about your ad choices. Visit megaphone.fm/adchoices

8 Tammi 56min

Are We Cooked? Q1 2026

Are We Cooked? Q1 2026

We check in on the state of the republic and allied scale with Peter Harrell, former Biden official and host of the excellent new Security Economics podcast, Kevin Xu, who writes the Interconnected ne...

7 Tammi 1h 8min

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