SemiAnalysis + Asianometry on Intel, Gemini 2.5, and Chinese Robots
ChinaTalk26 Mar 2025

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 CoreWeave. Here's the article rating the clouds that SemiAnalysis wrote: https://semianalysis.com/2025/03/26/the-gpu-cloud-clustermax-rating-system-how-to-rent-gpus/ Outtro Music: Some Malaysian UK garage: GADISKU lucidrari, FITTO, Gard, 2023 https://www.youtube.com/watch?v=IVewUwqu1dM Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(512)

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

The American Federal Civil Service: A History

The American Federal Civil Service: A History

The history of the American federal civil service — what can we learn from its past glories and failures, and where should we take this next? We have ⁠Kevin Hawickhorst⁠ of the Foundation for American...

1 Apr 58min

Jen Pahlka on an Optimistic Vision for Government Renewal!

Jen Pahlka on an Optimistic Vision for Government Renewal!

Jen Pahlka is an American Hero, in a past life the US Deputy Chief Technology Officer and member of the Defense Innovation Board. She wrote Recoding America and the wonderful Eating Policy substack (h...

27 Mar 59min

Second Breakfast: We Negotiate with Bombs, War by Brainrot

Second Breakfast: We Negotiate with Bombs, War by Brainrot

Full house with Bryan, Eric, Tony and Justin. Learn more about your ad choices. Visit megaphone.fm/adchoices

25 Mar 53min

Overfit is now ModelTalk! GPU Smuggling,  OpenAI Cooked? + Open Models, AI Writing

Overfit is now ModelTalk! GPU Smuggling, OpenAI Cooked? + Open Models, AI Writing

Nathan Lambert of https://www.interconnects.ai/ and Jasmine Sun of https://jasmi.news/ catch up. Learn more about your ad choices. Visit megaphone.fm/adchoices

23 Mar 41min

Second Breakfast: Taking Kharg Island, Terrorism, Grift

Second Breakfast: Taking Kharg Island, Terrorism, Grift

The administration is reportedly considering seizing Kharg Island, and the global economy is beginning to buckle under the pressure of disrupted energy flows. Eric Robinson is a lawyer now who worked...

20 Mar 1h 18min

The Toymaker vs. the Tariffs

The Toymaker vs. the Tariffs

A century-old toy company has taken down Trump’s Liberation Day tariffs with a self-funded lawsuit. But how? Today’s guest is Rick Woldenberg, CEO of Learning Resources, creator of Spike the Fine Mot...

19 Mar 33min

WarTalk: AI, Nukes, Iran and Autonomous War

WarTalk: AI, Nukes, Iran and Autonomous War

WarTalk launches! We chat with Pranay Vaddi (MIT, Sandia, formerly Biden NSC) and Chris McGuire (State, NSC, now CFR) about AI, nuclear command and control, deterrence, and how new military technologi...

16 Mar 1h 59min

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