Why the US Needs a Department of Competitiveness
What does the future of industrial policy in America look like, and what state capacity investments are needed to get there? How does China factor into the future of the U.S. semiconductor industry? A...
14 Mai 20251h 1min
Ezra, Derek, and Dan Wang on Abundance and China
Does anybody really understand China? Could America pursue an abundance agenda without the threat of the PRC? Can podcasters change the world? To discuss, ChinaTalk interviewed Ezra Klein and Derek ...
10 Mai 20251h 9min
America's R&D Reckoning
What has happened in the past 100 days to America’s science and technology ecosystem? What are China's ambitions and how is the government trying to take advantage of American uncertainty? And what ca...
6 Mai 20251h 11min
China's Nuclear Shadow
Can China use military force to achieve its political goals, without triggering nuclear war? To find out, ChinaTalk interviewed Fiona Cunningham, a professor of Political Science at the University of ...
6 Mai 20252h
Will Everyone Get Nukes Now?
What is Trump doing to extended deterrence? I got Polymarket to create a market on whether a US ally will acquire nuclear weapons in 2025. It’s currently trading at 8%. Are we buyers or sellers? To...
30 Apr 20251h 17min
Allied Scale: Rush Doshi on US-China Net Assessment
Rush Doshi (CFR, Biden NSC, author of the excellent The Long Game) and I run through the US-China tale of the tape. The future of America's relationship with its allies may be the key hinge variable f...
26 Apr 20251h 13min
Chips: Liberated? Trump’s Semis Tariff Gambit
Bill Reinsch of CSIS and the Trade Guys podcast with Jay Goldberg of Digits and Dollars and the Circuit podcast join to dicuss Trump's tariff impact on semis on another CSIS-ChinaTalk Chip Chat! Bill...
20 Apr 202550min
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
