The Toymaker vs. the Tariffs

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 Juli 1h 10min

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 Juli 1h 2min

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 Juli 1h 18min

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 Juli 52min

Welcome to another installment of the ChinaTalk radio show! Today, we’re diving into Taiwan’s war on green energy. Shenanigans abound in this episode, including: The lights-out scenario — Taiwa...

30 Juni 1h 15min

Jack Murphy — former special forces and Ranger Regiment, co-founder of The Team House, and author of the new novel The Most Dangerous Man — joins WarTalk to talk about the strangest corners of special...

26 Juni 1h 9min

Earlier this year, we ran an essay contest on economic security. We gave entrants two prompts: What are the most important high level KPIs that policy should aim for? What is the analogy of the Fe...

24 Juni 1h 19min

To discuss, we have Farrell Gregory, a researcher at the Foundation for American Innovation and winner of ChinaTalk’s Economic Security essay competition, and Joris Teer, a policy analyst at the EU In...

22 Juni 59min