Second Breakfast: Habemus NDAA!
We've got a full house with Tony, Justin and Eric today. We get into: The hottest NDAA takes on the airwaves (DFC, OSC, AUKUS, Taiwan, contested logistics, Xi's money) Tony has an amazing tv pi...
12 Dec 20251h 4min
Overfit: NeurIPS Vibes, Research Doesn't Matter, OpenAI Cooked?
Nathan and Jasmine debrief from NeurIPS San Diego, where we of course threw the best party. outtro music: we're on a boat https://suno.com/s/dkulmuRvScACxObX Learn more about your ad choices. Visit ...
10 Dec 20251h
Emergency Pod: H200s to China with Dmitri Alperovich
It's never over with Trump...Dmitri Alperovich of the Silverado Policy Accelerator comes on to discuss Trump's decision to allow the export of H200s to china. outtro music, a fan song to Jameison Gre...
9 Dec 202543min
Second Breakfast: Trump's National Security Strategy + Hegseth's Second Strike
First half on the national security strategy you can read here https://www.whitehouse.gov/wp-content/uploads/2025/12/2025-National-Security-Strategy.pdf 26:18 we get into the second strike Tony's Ta...
5 Dec 202558min
Helen Toner Takes the CSET Reins
It's think tank director week at ChinaTalk! Helen Toner of CSET kicks us off to talk through where she's planning on taking the storied organization. her speech about jagged progress: https://helent...
2 Dec 20251h 4min
The Future of Secure Telecom
In the wake of Salt Typhoon, what does the future of secure telecom look like? To find out, ChinaTalk interviewed John Doyle, a former Green Beret who spent a decade building Palantir’s national secu...
25 Nov 202559min
Transistor Radio: OpenAI Loses the Mandate, Railroad Bubble = AI Bubble
Doug, Dylan, and Wei of SemiAnalysis join me (Jon was sleeping at 5AM taiwan time...) for a pre-holiday get together. 01:00 AI Mandate--OpenAI slipping 19:03 Dylan sells TSMC on AI better than sama ...
25 Nov 202550min
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
