EMERGENCY POD: Export Controls Dropped!
BIS just released its revision to the Oct 7 2022 restrictions. Jon of Asianometry, Dylan of Semianalysis, and Doug of Fabricated Knowledge join the pod to discuss why NVIDIA got screwed, why ASML may ...
19 Okt 202355min
Cities of Slaughter
Israel is a country dear to my heart and I wanted to provide the ChinaTalk audience with one more perspective on the events of this past weekend before returning to our regularly scheduled program. To...
13 Okt 20231h 41min
EMERGENCY POD: Two Views from Israel on Hamas + China-Middle East Relations
We discuss their experience of the past few days, China's response, its broader policy and aspirations in the Middle East, and what comes next. Our first guest is Carice Witte who is the founder and d...
10 Okt 202349min
Kurt Campbell on Grand Strategy and US-China
Kurt Campbell is the Deputy Assistant to the President and the White House Coordinator for Indo-Pacific Affairs. ChinaTalk recently joined Campbell in Washington to discuss US-China relations and mark...
5 Okt 202359min
Deep Tech VC On AI, Chips, and US-China Competition
James Wang, partner at Creative Ventures, joins to discuss: Huawei breakthrough implications and why NVIDIA's CUDA will make it particularly difficult to create a useful domestic AI chip Why China's...
30 Sep 20231h 7min
Peak China with Noah Smith and Matt Klein
Noah Smith of https://www.noahpinion.blog/ and Matt Klein of https://theovershoot.co/ join ChinaTalk to discuss: We get into: What's really happening with China's economy and why it matters strategic...
22 Sep 20231h 8min
EMERGENCY POD: Huawei's Breakthrough, the Technical, Industrial and Strategic Implications
Huawei’s breakthrough Kirin 9000s: what is it, why is it a big deal, and what if anything should the US do about it? Joining me, I have on two fantastic semiconductor analysis, Doug O'Laughlin of Fabr...
13 Sep 20231h 13min
Why Congress Can Save Us All
This episode of China Talk explores the past, present, and future of Congress with AEI's Philip Wallach. We get into: Origins of representative government trace back to medieval England, when the kin...
6 Sep 202359min
