The Iran War Oil Shock That Wasn’t...(Yet?)
The biggest oil shock in modern history came and went without the catastrophe everyone expected. When Iran closed the Strait of Hormuz, analysts warned that oil could hit $200 a barrel, but the global...
26 Jul 0s
WarTalk: Iran War Back On, Rogue AI, Ukraine Civ-Mil
Five months into the Iran campaign, the US has two carrier strike groups parked in the Arabian Sea, a blockade that may take months to bite, and a daisy chain of tankers stretching thousands of miles ...
24 Jul 0s
Kimi K3, Xi's Speech, and China's Mythos Moment
The whole ChinaTalk gang gets together to discuss a big week in China AI with the release of Kimi K3 and Xi talking open source and safety at WAIC. We also discuss our latest article exploring the thr...
22 Jul 0s
WarTalk: Ancient Greece Edition!
What do actual historians think about the Thucydides Trap? Does our 'low T' discourse all just come back to the movie 300? How the did ancient Greeks fight and why does Homer still keep us coming bac...
21 Jul 0s
China's Mythos Moment
Claude Mythos scrambled American AI policy, leaving us with what Dean Ball calls a de facto involuntary licensing regime from the administration that promised us the opposite. Zhipu's cofounder says C...
15 Jul 1h 10min
WarTalk: Iran + Randy Schriver on Asian Defense
Beijing just announced a persistent Coast Guard patrol east of Taiwan, the administration is calling arms sales a "bargaining chip," and the NDS doesn't mention Taiwan at all. Is deterrence in the Str...
10 Jul 1h 2min
The Chemicals Powering the Chip Industry
We cover: How the Iran War has exposed vulnerabilities in the semiconductor industry’s chemical supply chains. The chemistry behind chip manufacturing — why advanced semiconductors depend o...
7 Jul 1h 18min
Unitree and the Humanoid Robot Revolution
Robots are here, and they’re going to change the world, with Unitree currently in pole position. Joining me to discuss are Niko Ciminelli, longtime SemiAnalysis advisor, robot kid and VC along with Re...
4 Jul 52min
