WarTalk: Iran War Back On, Rogue AI, Ukraine Civ-Mil
ChinaTalk24 Jul

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 because there is no longer any fuel or food to buy inside the Gulf. Now the Houthis have entered the chat and declared their own blockade of the Bab el-Mandeb. Just the OG crew with Bryan Clark, senior fellow at the Hudson Institute and a former submarine officer, Justin Mc a former special operations officer who works on defense technology, and Tony Stark. We discuss… What Trump is doing in Iran, why the Navy is short-cycling ships out of maintenance and what happened the last time the fleet ran this hot, from McCain and Fitzgerald to the Truman’s two collisions in one deployment Why a ground campaign in Iran is a fantasy, from the Marsh Arabs to the Alborz range to the Baluch salt flats, and what Shia militias in Iraq would do to the logistics tail The nuclear-powered cargo ship renaissance and why circumnavigating Africa at 30 knots suddenly pencils out Whether Congress should get an AI kill switch, why DHS is the wrong home for it, and what happens when the boy who cried wolf is finally right Ukraine’s civ-mil drama Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(549)

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

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

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22 Jul 0s

WarTalk: Ancient Greece Edition!

WarTalk: Ancient Greece Edition!

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...

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China's Mythos Moment

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

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10 Jul 1h 2min

The Chemicals Powering the Chip Industry

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

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!]

Taiwan's War on Renewables [Fully Produced Radio Show!]

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30 Jun 1h 15min

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