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(515)

Emergency Pod: Iran + Anthropic

Emergency Pod: Iran + Anthropic

An all-star cast today with: Emmy Probasco, a fellow at Georgetown's Center for Security and Emerging Technology (CSET) and former Navy officer with deep expertise in autonomous weapons and military ...

2 Mar 1h 19min

Second Breakfast: Anthropic, SecDefs being weird

Second Breakfast: Anthropic, SecDefs being weird

what a mess! Wario Amodei's slow jam vibe: https://suno.com/s/cf3KDdVQ5F0KCjow Learn more about your ad choices. Visit megaphone.fm/adchoices

27 Feb 1h 23min

Lawrence Freedman on Strategy and Nuclear War

Lawrence Freedman on Strategy and Nuclear War

Lawrence Freedman is the dean of strategic studies. He’s written books about the Falklands War, nuclear strategy, political-military relations, Kennedy’s foreign policy, the revolution of military aff...

25 Feb 1h 34min

Emergency Pod: SCOTUS Scraps Tariffs!

Emergency Pod: SCOTUS Scraps Tariffs!

Peter Harrell drops in, attorney who served in the Obama and Biden admins and submitted a brief in this case Learn more about your ad choices. Visit megaphone.fm/adchoices

20 Feb 34min

Second Breakfast: Iran, Munich + European Defense Tech, Anthropic

Second Breakfast: Iran, Munich + European Defense Tech, Anthropic

Bryan Clark opens the show talking Iran. Recurring cohosts include Justin Mc, Tony Stark and Eric Robinson. Eric Slesinger of 201 Ventures drops in https://ericslesinger.com/ outtro music: rubio's s...

20 Feb 1h 3min

How the US Won Back Chip Manufacturing

How the US Won Back Chip Manufacturing

We’re here for a CHIPS Act megapod, in person with Mike Schmidt and Todd Fisher, the director and founding CIO of the CHIPS Program Office, respectively. We discuss… The mechanisms behind the su...

17 Feb 1h 39min

Chinese Peptides (Reported Podcast Special Edition!)

Chinese Peptides (Reported Podcast Special Edition!)

We're trying out a different format to explore "Chinese peptides." We talk to biohackers using compounds like BPC-157 to heal extreme injuries, go undercover as peptide buyers, and discuss the challen...

13 Feb 40min

Rickover’s Playbook: Building Hard Things Inside the State

Rickover’s Playbook: Building Hard Things Inside the State

Admiral Rickover — America’s most famous, perhaps most influential admiral of the second half of the 20th century. To discuss his unbelievable life story, dramatic impact on the Cold War, and implicat...

13 Feb 1h 19min

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