Second Breakfast: Xi-Trump, Taiwan Deterrence, Tibetan Buddhism, Antietam
ChinaTalk30 Okt 2025

Second Breakfast: Xi-Trump, Taiwan Deterrence, Tibetan Buddhism, Antietam

Featuring the Kirsten and Charlotte Asdal alongside Tony (https://www.breakingbeijing.com/) Eric Robinson, Justin (https://justinmc.substack.com/) and myself Chapters 02:55 US-China Relations: Punctuated Decoupling 05:52 Woo Trump didn't sell out Taiwan! But what if he did? 08:21 Xi Jinping's Confidence and Military Calculations 24:12 Blockades 28:54 Innovation vs. Production in Defense Technology 43:08 Book Recommendations and Cultural Reflections 44:57 Game of the Week: Historical Insights Outtro music: suno' s version of bad bunny singing about antietam. I promise I won't do this for every episode outtro until the AI gets better. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(518)

Anduril's Christian Brose on the Dangers of Unseriousness

Anduril's Christian Brose on the Dangers of Unseriousness

Chrisian Brose is the Chief Strategy Officer at Anduril Industries. He’s been at the forefront of the debate about how America needs to change in order to win a future war against a high-tech adversar...

13 Okt 20251h 29min

EMERGENCY POD: China's Rare Earth Export Controls

EMERGENCY POD: China's Rare Earth Export Controls

Chris Miller (chip wars), Chris McGuire (10 year State Dpt vet, check out the past episode on the feed) and I discuss a big move by MOFCOM to squeeze Trump in advance of their APEC summit. Outtro ...

9 Okt 202557min

AI Hardware Net Assessment: Why Huawei Can't Beat Nvidia

AI Hardware Net Assessment: Why Huawei Can't Beat Nvidia

Last week, Jensen Huang said that China is “nanoseconds behind” the US in chipmaking. Is he right? Today, Chris McGuire joins ChinaTalk for a US-China AI hardware net assessment. Chris spent a decade ...

8 Okt 20251h 28min

Second Breakfast: Putin's Drones, SecWar Patton, Wargaming, Finding Subs

Second Breakfast: Putin's Drones, SecWar Patton, Wargaming, Finding Subs

Bryan Clark, a former submariner now with the Hudson Institute, joins the show! Outtro speech: George C. Scott's rendition of Patton's speech Learn more about your ad choices. Visit megaphone.fm/adch...

6 Okt 20251h 1min

RAND's Jeff Alstott on How Facts Can Shape Tech Policymaking

RAND's Jeff Alstott on How Facts Can Shape Tech Policymaking

At long last, Jeff Alstott, the fairy godfather of DC AI policy, joins the show. He’s the founding director for RAND’s center for technology and security policy, TASP, worked at NSC, NSF and IARPA, an...

3 Okt 20251h 7min

Transistor Radio: Intel, Dylan Falls in Love, Nvidia Captures Dylan, Slop City (our dumbest show yet)

Transistor Radio: Intel, Dylan Falls in Love, Nvidia Captures Dylan, Slop City (our dumbest show yet)

for better or worse, the first ep on chinatalk feed I had to put an explicit tag on... Learn more about your ad choices. Visit megaphone.fm/adchoices

1 Okt 202551min

Second Breakfast: The Future of Intelligence

Second Breakfast: The Future of Intelligence

Anthony Vinci, former CTO of the National Geospatial-Intelligence Agency and author of the upcoming book The Fourth Intelligence Revolution, joins as Second Breakfast's first ever guest. Outtro Mu...

29 Sep 20251h 23min

Overfit: Shenzhen vs SF Vibes, Model Progress, Jordan a Berkeley Bowl Hater

Overfit: Shenzhen vs SF Vibes, Model Progress, Jordan a Berkeley Bowl Hater

Jasmine Sun of https://jasmi.news/ and Nathan Lambert of https://www.interconnects.ai/ discuss a wide variety of topics of interest around AI and culture. Outtro Music: https://www.youtube.com/watch?...

25 Sep 20251h 11min

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