Semis 101 with Asianometry and Fabricated Knowledge
ChinaTalk8 Dec 2022

Semis 101 with Asianometry and Fabricated Knowledge

How do you get into chips? Doug O'Laughlin of Fabricated Knowledge and Jon Y of Asianometry run us through how to they came to We also discuss Why starting with something's history can help you understand how it works. Who they talk to and what they read to understand their niches. Following your passion and making a whole video on Taiwanese 7-Elevens. Keeping the YouTube algorithm happy. SIA job posting: https://www.semiconductors.org/sia-jobs/ Outro music: Still Alive by Johnathan Coulton, performed by Ellen McLain https://www.youtube.com/watch?v=Y6ljFaKRTrI Check out the substack: https://www.chinatalk.media Learn more about your ad choices. Visit megaphone.fm/adchoices

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Second Breakfast: Witkoff and Putin's Peace Deal

Second Breakfast: Witkoff and Putin's Peace Deal

Eric Robinson, Justin Mc, Tony Stark and I talk China's sushi ban, Witkoff's peace plan, Jake Sullivan, William Manchester's absurd memoir Here's the full text of the peace plan: https://www.axios.co...

21 Nov 202559min

The Z.ai Playbook

The Z.ai Playbook

Zixuan Li is Director of Product and genAI Strategy at Z.ai (also known as Zhipu 智谱 AI). The release of their benchmark-topping flagship model, GLM 4.5, was akin to “another DeepSeek moment,” in the w...

21 Nov 20251h 16min

Jake Sullivan on Playing the Long Game

Jake Sullivan on Playing the Long Game

After five long years since ⁠his last ChinaTalk appearance⁠, Jake Sullivan returns to the show! We discuss… Sullivan’s experience managing crises, implementing grand strategy, and cultivating lea...

18 Nov 20251h 10min

Second Breakfast: Acquisition Reform? Are We Really Doing It?

Second Breakfast: Acquisition Reform? Are We Really Doing It?

Justin and Eric cohost with Pete Modigliani and Matt McGregor, coauthors of the Defense Tech and Acquisition substack (https://defenseacquisition.substack.com/). Chapters 16:24 The Future of Defense...

15 Nov 20251h 4min

Overfit: AI Lovers, Chinese Model Takeover, Vice Signalling, Hefei Model

Overfit: AI Lovers, Chinese Model Takeover, Vice Signalling, Hefei Model

Jasmine Sun (https://jasmi.news/), Nathan Lambert (https://www.interconnects.ai/), and special guest Afra Wang (https://afraw.substack.com/). Our article on 'China makes AI girlfriends and America m...

11 Nov 202559min

Second Breakfast: Colby's Pigpen, Counter-UAS, Training, Eat like a Trumper (or Iranian Spy?)

Second Breakfast: Colby's Pigpen, Counter-UAS, Training, Eat like a Trumper (or Iranian Spy?)

we cooked better than cafe milano 00:00 Colby's trainwreck of a hearing + right wing DC food 16:42 Countering Drones 35:32 How to train seriously Guests include: Tony Stark, Army vet who write...

7 Nov 20251h 5min

EMERGENCY POD: Tariffs on Trial

EMERGENCY POD: Tariffs on Trial

Peter Harrell and Oren Cass join the show to talk IEEPA at the Supreme Court and broader US grand strategy towards China. 03:01 IEPA Tariffs and Their Implications 17:27 Reciprocity and Trade Agreem...

6 Nov 20251h 21min

CCP Bureaucracies in War

CCP Bureaucracies in War

Why do leaders with vast expert bureaucracies at their fingertips make devastating foreign policy decisions? Tyler Jost, professor at Brown, joins ChinaTalk to discuss his first book, Bureaucracies at...

2 Nov 20251h 21min

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