EMERGENCY POD: Export Controls Dropped!
ChinaTalk19 Okt 2023

EMERGENCY POD: Export Controls Dropped!

BIS just released its revision to the Oct 7 2022 restrictions. Jon of Asianometry, Dylan of Semianalysis, and Doug of Fabricated Knowledge join the pod to discuss why NVIDIA got screwed, why ASML may not have, and what these regs mean for the future of China and AI. Outtro music: Warren G Regulate remix https://soundcloud.com/dj-eric-rhodes/warren-wallen-mashup-final-edit Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(518)

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 Jan 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 Jan 1h 8min

Emergency Second Breakfast: Venezuela

Emergency Second Breakfast: Venezuela

The gang (Justin Mc, Tony Stark and Eric Robinson) and I talk about what the hell just happened this past weekend and what it all means. Learn more about your ad choices. Visit megaphone.fm/adchoices

6 Jan 1h 12min

Japanese Economic Security Policy with A REAL LIFE METI OFFICIAL

Japanese Economic Security Policy with A REAL LIFE METI OFFICIAL

Nishikawa Kazumi, Principal Director for Economic Security Policy at the legendary Japanese Ministry of Economy, Trade and Industry (METI), joins China Talk. Cohosting is Charles Lichfield of the Atla...

2 Jan 49min

ChinaTalk 2025 Year in Review

ChinaTalk 2025 Year in Review

ChinaTalk Audience survey: https://docs.google.com/forms/d/e/1FAIpQLScQ99GAL0m_8iBqZDiKoEjRZiyX6544QvaCNtd1cVkc826n7A/viewform?usp=dialogFeatured coverage on Substack: Industrial diamonds: https:/...

30 Des 202539min

Joe Weisenthal and I do a Show About Nothing

Joe Weisenthal and I do a Show About Nothing

A festivus special! Joe Weisenthal, host of Odd Lots and my podcast host alter ego, come to celebrate his ten years of hosting, reflect on the medium and China. 01:21 following your podcasting bliss...

23 Des 20251h 3min

Second Breakfast: Arctic Warfare Christmas Special!

Second Breakfast: Arctic Warfare Christmas Special!

Steve Gagnon joins the show! Book: Thousand Mile War https://www.amazon.com/Thousand-Mile-War-Aleutians-Classic-Reprint/dp/0912006838 Outtro music: Learn more about your ad choices. Visit megapho...

22 Des 202555min

Rahm Returns to Chat Trump and China: “He is the worst negotiator.”

Rahm Returns to Chat Trump and China: “He is the worst negotiator.”

Rahm Emanuel returns to ChinaTalk with a characteristically blunt assessment of U.S.-China relations, delivering an unsparing verdict on the first year of Donald Trump’s second term. We discuss: ...

18 Des 20251h

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