A Gut Check on Intel and Nvidia with Asianometry, Fabricated Knowledge, and SemiAnalysis
ChinaTalk4 Apr 2024

A Gut Check on Intel and Nvidia with Asianometry, Fabricated Knowledge, and SemiAnalysis

Just minutes after the Taiwan earthquake yesterday, Dylan Patel of SemiAnalysis, Doug O'Laughlin of Fabricated Knowledge, Jon of Asianometry and yours truly had a brief hang where we got into: Intel's process progress and rocky financial road ahead Reflections out of GTC Jensen's galaxy brain Photo of the woman who saved Intel, Dr. Ann Kelleher, General Manager of Foundry Technology Development. Outtro music: YELLOW黃宣 & 9m88 - 怪天氣 Strange Weather https://www.youtube.com/watch?v=1n_i0JupwRA Learn more about your ad choices. Visit megaphone.fm/adchoices

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Second Breakfast: Iran and the DIB with Fmr SECAF Frank Kendall

Second Breakfast: Iran and the DIB with Fmr SECAF Frank Kendall

Frank Kendall served as the 26th Secretary of the Air Force from 2021 to 2025. Before that he was Under Secretary of Defense for Acquisition, Technology and Logistics under Obama. His new book, Lethal...

6 Mars 1h 15min

Autonomous Weapons 101 + Anthropic v DoW

Autonomous Weapons 101 + Anthropic v DoW

Mike Horowitz, Penn Professor and Biden DoD official who wrote 3000.09, clears up some autonomous weapons misconceptions! Learn more about your ad choices. Visit megaphone.fm/adchoices

5 Mars 40min

Emergency Pod: Iran + Anthropic

Emergency Pod: Iran + Anthropic

An all-star cast today with: Emmy Probasco, a fellow at Georgetown's Center for Security and Emerging Technology (CSET) and former Navy officer with deep expertise in autonomous weapons and military ...

2 Mars 1h 19min

Second Breakfast: Anthropic, SecDefs being weird

Second Breakfast: Anthropic, SecDefs being weird

what a mess! Wario Amodei's slow jam vibe: https://suno.com/s/cf3KDdVQ5F0KCjow Learn more about your ad choices. Visit megaphone.fm/adchoices

27 Feb 1h 23min

Lawrence Freedman on Strategy and Nuclear War

Lawrence Freedman on Strategy and Nuclear War

Lawrence Freedman is the dean of strategic studies. He’s written books about the Falklands War, nuclear strategy, political-military relations, Kennedy’s foreign policy, the revolution of military aff...

25 Feb 1h 34min

Emergency Pod: SCOTUS Scraps Tariffs!

Emergency Pod: SCOTUS Scraps Tariffs!

Peter Harrell drops in, attorney who served in the Obama and Biden admins and submitted a brief in this case Learn more about your ad choices. Visit megaphone.fm/adchoices

20 Feb 34min

Second Breakfast: Iran, Munich + European Defense Tech, Anthropic

Second Breakfast: Iran, Munich + European Defense Tech, Anthropic

Bryan Clark opens the show talking Iran. Recurring cohosts include Justin Mc, Tony Stark and Eric Robinson. Eric Slesinger of 201 Ventures drops in https://ericslesinger.com/ outtro music: rubio's s...

20 Feb 1h 3min

How the US Won Back Chip Manufacturing

How the US Won Back Chip Manufacturing

We’re here for a CHIPS Act megapod, in person with Mike Schmidt and Todd Fisher, the director and founding CIO of the CHIPS Program Office, respectively. We discuss… The mechanisms behind the su...

17 Feb 1h 39min

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