ChinaTalk

EMERGENCY POD: Tariffs on Trial

CCP Bureaucracies in War

Second Breakfast: Xi-Trump, Taiwan Deterrence, Tibetan Buddhism, Antietam

Japan's New Prime Minister: What to Expect

Ukraine's Drone War with Shashank and Rob Lee

PLA Purges and How Xi Rules with Jon Czin

Second Breakfast: Venezuela, Shutdowns, PE + Army, E.B. Sledge

Second Breakfast: Gaza, SOUTHCOM, AI Nuke Analogies Stink, Generals Using AI (with M. Horowitz and L. Kahn!)

Tarun Chhabra on the Stakes of AI Competition

In this episode of ChinaTalk, Jordan Schneider interviews Tarun Chhabra, head of national security policy at Anthropic, about the implications of AI for national security, particularly in the context of US-China relations. They discuss export controls on chips and semiconductor manufacturing equipment, the race for AI ...

Anduril's Christian Brose on the Dangers of Unseriousness

EMERGENCY POD: China's Rare Earth Export Controls

China’s recent expansion of export controls on rare earth materials marks a significant escalation in the ongoing technological and economic standoff with the United States. These regulations, which mirror US semiconductor restrictions, target critical end-uses including defense and advanced chip manufacturing. While t...

AI Hardware Net Assessment: Why Huawei Can't Beat Nvidia

The US-China AI hardware competition is defined by a widening performance and production gap, with China struggling to match the global ecosystem led by the US, Taiwan, and Korea. Chris McGuire, former Deputy Senior Director for Technology and National Security on the NSC, explains that China remains years behind in ch...

Second Breakfast: Putin's Drones, SecWar Patton, Wargaming, Finding Subs

RAND's Jeff Alstott on How Facts Can Shape Tech Policymaking

Second Breakfast: The Future of Intelligence

Overfit: Shenzhen vs SF Vibes, Model Progress, Jordan a Berkeley Bowl Hater

Second Breakfast: RIP China Hawks, NDAA, Innovation Kayfabe, Child Soldiers

Nate Silver on AI, Politics, and Power

MP Materials, Intel, and Sovereign Wealth Funds

Second Breakfast: Department of War, Warrior Culture, Sicario, Dick Winters, SEALs in North Korea,