A Gut Check on Intel and Nvidia with Asianometry, Fabricated Knowledge, and SemiAnalysis
ChinaTalk4 Apr 2024

A Gut Check on Intel and Nvidia with Asianometry, Fabricated Knowledge, and SemiAnalysis

Just minutes after the Taiwan earthquake yesterday, Dylan Patel of SemiAnalysis, Doug O'Laughlin of Fabricated Knowledge, Jon of Asianometry and yours truly had a brief hang where we got into: Intel's process progress and rocky financial road ahead Reflections out of GTC Jensen's galaxy brain Photo of the woman who saved Intel, Dr. Ann Kelleher, General Manager of Foundry Technology Development. Outtro music: YELLOW黃宣 & 9m88 - 怪天氣 Strange Weather https://www.youtube.com/watch?v=1n_i0JupwRA Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(519)

Sen. Chris Murphy on Corruption, China and AI

Sen. Chris Murphy on Corruption, China and AI

outtro music: Pardon Pen! https://suno.com/s/2tXSJ7uJFA7k1pUC Learn more about your ad choices. Visit megaphone.fm/adchoices

23 Apr 25min

Quantum 101

Quantum 101

What exactly is quantum computing? Why does it matter, and what would it actually mean to “win” the quantum race? Zach Yerushalmi, CEO of Elevate Quantum, a Mountain West–based public-private consorti...

20 Apr 1h 13min

WarTalk: Is Mythos a Cyber Nuke? + The Blockade That Wasn't

WarTalk: Is Mythos a Cyber Nuke? + The Blockade That Wasn't

We discuss… Why Mythos is a Dr. Strangelove moment — and whether the better analogy is a nuke or a pandemic Who gets the keys: Ukraine vs. South Korea vs. Japan vs. the Five Eyes, and why the...

17 Apr 1h 2min

The Think Tank New Breed (IFP + FAI)

The Think Tank New Breed (IFP + FAI)

Caleb Watney (Institute for Progress) and Max Bodach (Foundation for American Innovation) on what the new breed of DC think tanks does differently and why the old model is broken. We discuss: Why...

16 Apr 1h 8min

Claude Mythos and National Power

Claude Mythos and National Power

Anthropic’s new model found decades-old vulnerabilities in foundational open-source code that millions of automated tests and countless human experts had missed, presaging a potentially revolutionary ...

12 Apr 57min

WarTalk: Who Won the Iran War?  (Second Breakfast Rebranded...)

WarTalk: Who Won the Iran War? (Second Breakfast Rebranded...)

Eric Robinson, Tony Stark , Justin Mc , and Secretary of Defense Rock join me to score the Iran conflict. We discuss… Whether Iran’s Strait of Hormuz toll booth is a Trump card or a wasting asse...

10 Apr 1h 3min

How Ukraine Makes Drones

How Ukraine Makes Drones

Ukrainian drone manufacturing. How has the country been able to build hundreds of thousands, even millions of drones over the past four years of conflict? What dependencies does its industrial base st...

7 Apr 1h 4min

Second Breakfast: F-15, Pete's Purges, CENTCOM Hubris, War of 1812

Second Breakfast: F-15, Pete's Purges, CENTCOM Hubris, War of 1812

An F-15E is down in southern Iran. Justin, Tony, Eric and I talk through what combat search and rescue actually looks like, how a captured pilot changes the politics of ending this war, and why a host...

3 Apr 1h 11min

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