Rethinking Industrial Policy...and Everything Else

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 Juli 0s

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 Juli 0s

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 Juli 0s

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