
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 Jul 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 Jul 1h 2min

The Chemicals Powering the Chip Industry
We cover: How the Iran War has exposed vulnerabilities in the semiconductor industry’s chemical supply chains. The chemistry behind chip manufacturing — why advanced semiconductors depend o...
7 Jul 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 Jul 52min
![Taiwan's War on Renewables [Fully Produced Radio Show!]](https://cdn.podme.com/podcast-images/3BCBA22354C194270DF6751B28BD829D_small.jpg)
Taiwan's War on Renewables [Fully Produced Radio Show!]
Welcome to another installment of the ChinaTalk radio show! Today, we’re diving into Taiwan’s war on green energy. Shenanigans abound in this episode, including: The lights-out scenario — Taiwa...
30 Jun 1h 15min

Economic Security Megapod!
Earlier this year, we ran an essay contest on economic security. We gave entrants two prompts: What are the most important high level KPIs that policy should aim for? What is the analogy of the Fe...
24 Jun 1h 19min

Rare Earths: What is To Be Done?
To discuss, we have Farrell Gregory, a researcher at the Foundation for American Innovation and winner of ChinaTalk’s Economic Security essay competition, and Joris Teer, a policy analyst at the EU In...
22 Jun 59min




















