ChinaTalk

Dylan Patel and Doug O'Laughlin (SemiAnalysis), Jon from Asianometry and I have way too much fun talking hyperscaler capex, the AI mandate of heaven tier list, and Tim Cook succession plans. Learn mor...

7 Feb 202536min

Dario Amodei is the CEO of Anthropic. In today’s interview, we discuss… Whether an AI innovation race is inevitable between the US and China, How the US should update export controls in light of Dee...

5 Feb 202544min

Kevin Xu of Interconnected and Interconnected Capital and I knock it out of the park with a roundup episode exploring: What DeepSeek does and doesn't illustrate about Chinese innovation Tensions bet...

30 Jan 20251h 11min

Miles Brundage, a six year OpenAI vet who ran its Policy Research and AGI readiness arms, discuss why all your deepseek takes are so terrible. Outtro music: The Departure, Max Richter https://www.yout...

24 Jan 202532min

What makes some countries more innovative than others? What role do intellectual property rights play in building national power? Does Elon Musk really give competitors free access to Tesla’s patents?...

24 Jan 202555min

Here's a best-of playlist for 2024: https://open.spotify.com/playlist/3yexkG2kvPlq68B22pjOWw?si=da3d1cf64dfe4a2ci Outtro Music: Дили-дили (Dili-dili) Artist: Гюлли Чохели (Gyulli Chokheli), 1967 Learn...

22 Jan 202534min

​​Our guest today is economist Noah Smith, who made time for an in-person interview during his recent trip to Taiwan. He runs the Noahpinion substack and is the author of an upcoming book on the reviv...

21 Jan 20251h 9min

Greg Allen of CSIS and I are tired! We go through today's new export controls to stop TSMC from fabbing Huawei chips, some DRAM revisions, and discuss the past two years of Biden BIS policy and where ...

16 Jan 202534min