ChinaTalk

Are We Cooked? Q2 Check In

Doug, Dylan and Jon on Lip-Bu, Labubu, AI Salaries, and Bees

Apple in China

In this episode of ChinaTalk, Patrick McGee, author of "Apple in China," and Kyle Chan, a postdoc at Princeton, join the host to discuss Apple's complex relationship with China. The conversation begins with Apple's early manufacturing challenges in America and its subsequent search for global partners, eventually leadi...

The House of Huawei

Can Donors Save Science?

Josh Wolfe on Elon v. Trump, R&D, Immigration

Dylan, Doug, Jon on AI Mandate of Heaven + Ezra Beef

Doug, Dylan and Jon on Nvidia + Saudi/UAE

MAGA-Mao Connections with Orville Schell

The AI Attention War

Why the US Needs a Department of Competitiveness

Ezra, Derek, and Dan Wang on Abundance and China

China's Nuclear Shadow

America's R&D Reckoning

Will Everyone Get Nukes Now?

Allied Scale: Rush Doshi on US-China Net Assessment

Chips: Liberated? Trump’s Semis Tariff Gambit

Breaking Huawei + Tariffs Done Right with SemiAnalysis and Asianometry

Breaking Beijing: Military Competition with Tony Stark

GreatDepressionTalk with SemiAnalysis and Asianometry