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 M...
19 Apr 202534min
Breaking Beijing: Military Competition with Tony Stark
Does America still have what it takes to stand up to China? Does short-term military readiness trade off with long-term strategy? What does the US need to do today to stay competitive for the rest of ...
15 Apr 20251h 2min
GreatDepressionTalk with SemiAnalysis and Asianometry
Doug gives his "we're heading for the end of the dollar-based world order" take. Dylan has no idea what he's talking about when it comes to macro or politics. We fail to arrive at the 2011 Obama-Boeh...
8 Apr 202549min
EMERGENCY POD: Are We Cooked?
Kevin Xu of https://interconnect.substack.com/, Matt Klein of https://theovershoot.co/, and Peter Harrell, Biden's U.S. White House as senior director for international economics in 2021-2022 and host...
7 Apr 202546min
EMERGENCY POD: Liberation Day with Tanner Greer of Scholarstage
Tanner Greer of Scholar's Stage and I try to make sense of Liberation Day, the intellectual underpinnings of Trump's team, and what it all means for the world. Tanner's report: https://www.fpri.org/...
5 Apr 20251h 41min
The Soviet Cold War Machine: Inside the Sino-Soviet Rivalry
Welcome to part two of our series on Cold War history with Sergey Radchenko. Here’s part one. In today’s interview, we discuss… Khrushchev’s removal from power and the transition to the Brezhnev era...
1 Apr 20251h 15min
Superintelligence Strategy with Dan Hendrycks
Is there a stable state the US and China can hope for on the road to AGI? To discuss we have on today Dan Hendrycks. A CS PhD, Dan runs the Center for AI Safety and is an advisor at xAI and Scale AI....
30 Mar 20251h 14min
SemiAnalysis + Asianometry on Intel, Gemini 2.5, and Chinese Robots
The Transistor Radio boys are back. Jon of Asianometry, Doug O'Laughlin and Dylan Patel of SemiAnalysis on the pod to talk about Google's AI push, Intel's new CEO, Chinese robots, and the rise of Core...
26 Mar 202528min
