DeepSeek: What It Means and What Happens Next
Kevin Xu of Interconnected and Interconnected Capital and I knock it out of the park with a roundup episode exploring: What DeepSeek does and doesn't illustrate about Chinese innovation Tensions bet...
30 Jan 20251h 11min
EMERGENCY POD: DeepSeek R1 and the Future of AI Competition with Miles Brundage
Miles Brundage, a six year OpenAI vet who ran its Policy Research and AGI readiness arms, discuss why all your deepseek takes are so terrible. Outtro music: The Departure, Max Richter https://www.yout...
24 Jan 202532min
Patents and National Power
What makes some countries more innovative than others? What role do intellectual property rights play in building national power? Does Elon Musk really give competitors free access to Tesla’s patents?...
24 Jan 202555min
ChinaTalk in the Year of the Dragon + What Comes Next
Here's a best-of playlist for 2024: https://open.spotify.com/playlist/3yexkG2kvPlq68B22pjOWw?si=da3d1cf64dfe4a2ci Outtro Music: Дили-дили (Dili-dili) Artist: Гюлли Чохели (Gyulli Chokheli), 1967 Learn...
22 Jan 202534min
Noah Smith: Trump 2.0's Impact on Asia + The New Tech Right
Our guest today is economist Noah Smith, who made time for an in-person interview during his recent trip to Taiwan. He runs the Noahpinion substack and is the author of an upcoming book on the reviv...
21 Jan 20251h 9min
yup, more export controls....foundry, DRAM, and reflections
Greg Allen of CSIS and I are tired! We go through today's new export controls to stop TSMC from fabbing Huawei chips, some DRAM revisions, and discuss the past two years of Biden BIS policy and where ...
16 Jan 202534min
EMERGENCY POD: AI Diffusion Export Controls
Biden last export control, for real this time! Who does and doesn't get to build datacenters under this new regulation? To discuss, we brought on RAND's Lennart Heim, Jimmy Goodrich, Chris Miller, and...
15 Jan 20251h 2min
Amb. Burns Reflects from Beijing
Can diplomatic charisma prevent crises from escalating? Does the CCP feel conflicted about aligning with the likes of Iran and North Korea? What’s the use of communicating during a great power competi...
13 Jan 20251h 18min
