Sitemap - 2025 - ChinaTalk

ChinaTalk 2025 Year in Review

Does Manufacturing Matter?

Joe Weisenthal and I do a Show About Nothing

Second Breakfast: Arctic Warfare Christmas Special!

The best albums from China in 2025*

Rahm on Trump and China: “He is the worst negotiator.”

Rahm Returns to Chat Trump and China: “He is the worst negotiator.”

How China's Preparing for the Next Pandemic

Second Breakfast: Hegseth’s Second Strike

CFR's Mike Froman on Détente 2.0 and Running a Think Tank

Détente 2.0 with Mike Froman of CFR

CCP Purges as Camp

H200s Sale: China Reacts

Second Breakfast: Habemus NDAA!

Chinese AI in 2025, Wrapped

Overfit: NeurIPS Vibes, Research Doesn't Matter, OpenAI Cooked?

EMERGENCY POD: Trump to Sell H200s to China

Emergency Pod: H200s to China with Dmitri Alperovich

Second Breakfast: Trump’s National Security Strategy

Second Breakfast: Trump's National Security Strategy + Hegseth's Second Strike

How Far Can Chinese HBM Go?

Helen Toner Takes the Reins at CSET

Helen Toner Takes the CSET Reins

The Future of Secure Telecom

The Future of Secure Telecom

Transistor Radio: OpenAI Loses the Mandate, Railroad Bubble = AI Bubble

Second Breakfast: Witkoff and Putin's Peace Deal

The Z.ai Playbook

The Z.ai Playbook

Jake Sullivan

Jake Sullivan on Playing the Long Game

Why Chinese Elite Rùn to Japan

Second Breakfast: Acquisition Reform? Are We Really Doing It?

Silicon Oasis: How Abu Dhabi Plays Both Sides of US-China

The Myth of China's "AI Talent Pipeline"

Overfit: AI Lovers, Chinese Model Takeover, Vice Signalling, Hefei Model

AI Slopaganda in the KMT Election

Second Breakfast: Colby's Pigpen, Counter-UAS, Training, Eat like a Trumper (or Iranian Spy?)

EMERGENCY POD: Tariffs on Trial

EMERGENCY POD: Tariffs on Trial

The WeChat AI Field Guide

CCP Wartime Decisionmaking

CCP Bureaucracies in War

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

Is the Ukraine War an RMA?

Ukraine's Drone War with Shashank and Rob Lee

What's Next For Japan

Japan's New Prime Minister: What to Expect

Ukraine's Drone War with Shashank and Rob Lee

Inside China’s Giant AGI Wiki

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

Notes From Korea

PLA Purges and How Xi Rules with Jon Czin

Notes from San Francisco

Chinese Tourists on Kinmen

PLA Purges

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

Diamonds are a Trade War’s Best Friend

Best of Q3

Tarun Chhabra on the Stakes of AI Competition

Tarun Chhabra on the Stakes of AI Competition

Your AI Girlfriend is a Spy

China Reacts to Export Controls

Serious or Not

Anduril's Christian Brose on the Dangers of Unseriousness

Race for Space Law: Inside the Sino-American Cosmic Rivalry

EMERGENCY POD: Rare Earth Export Controls

EMERGENCY POD: China's Rare Earth Export Controls

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

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

Why America Builds AI Girlfriends and China Makes AI Boyfriends

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

RAND's Jeff Alstott on Facts and Policymaking

When Arafat Met Zhou Enlai

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

CAC Stressed About China's Feelings, TikTok + Indonesia Protests, Chips in Costa Rica and Poland?

Transistor Radio: Intel, Dylan Falls in Love, Nvidia Captures Dylan, Slop City (our dumbest show yet)

Launching our Defense Podcast! Silicon Shield is Fake, Drones + Future of War

Second Breakfast: The Future of Intelligence

Bullshit Jobs in Chinese SOEs

Alibaba Gets AGI-pilled

Closing the Taiwan Strait Deterrence Gap

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

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

Taiwan Confronts its WWII Legacy

Nate Silver on AI, Politics, and Power

Nate Silver on AI, Politics, and Power

MP Materials, Intel, and Sovereign Wealth Funds

MP Materials, Intel, and Sovereign Wealth Funds

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

Why Robots are Coming

The Robotics Revolution

China's New AI Plan

Filling the Foundational Chip Gap

Emergency Pod: US-India-China Meltdown

Cheating Apps: China's Latest Tech Export

Engineering Victory Over Japan

Second Breakfast: Parades, U.S. Grant, JCIDS, Warbots

Xi and Putin Weaponize WWII's Legacy

The Pacific War

War in the Pacific with Ian Toll

Dan Wang

Dan Wang on Modern China

China's best short fiction of 2025

Notes on Kyrgyzstan

Second Breakfast: Drones, Silicon Shield, Waymo, FedFest, Bolton

Did Taiwan "Lose Trump?"

Smuggling Nvidia GPUs to China

NVIDIA GPU Black Market Smuggling

War: Lessons from Ukraine and History for Taiwan

Learning from Ukraine, Preparing for Taiwan

Mourning for GPT-4o Boyfriends + Beijing Hates the H20?

Transistor Radio: H20, GPT5, DUI Lawyers, Ajinomoto

EMERGENCY POD: H20 Drama

EMERGENCY POD: H20s to China + 15% with Chris Miller and Lennart

Second Breakfast: A New Defense Pod

The Long Shadow of Soviet Dissent

Dissent from Moscow to Beijing

AI Education: Understanding the Hype

Policy: An Early Career Guide REVISED!

Betting on Chaos: Professional Political Gamblers

Betting on Chaos: Professionals in Prediction Markets

So you want to be a yenching scholar

Where Japan Goes Next

Where Japan Goes Next

Trump's AI Action Plan: Observations

Xi Zhongxun’s Second Act

Xi Zhongxun's Second Act: 1949-1989

Japan and Trump

Kimi

Trump and Japan

best books of the year

Xi Rumors

Xi's Father

Xi Zhongxun: The Party's Interests Come First

China’s AI Gambit: Code as Standards

Overfit: AI and Media, America's Deepseek, Plots

How Hangzhou Spawned Deepseek and Unitree

China's Best Music of 2025 (So Far)

China's Best Music of 2025 (So Far)

Deterring a Taiwan Invasion

Cooked?

Wagner, Two Years On

Wagner, Two Years On (Kamil on Coups and Power)

Reading Abundance from China

Are We Cooked? Q2 Check In

China's Diverging AI Path

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

Apple in China

Apple in China

Xi Zhongxun: China Book of the Year

Hovercraft Invasion, Labubu, Tea

Tel Aviv Notes

The House of Huawei

The House of Huawei

Can Donors Save Science?

Can donors save science?

Huawei Founder on US v China and Basic Research

Josh Wolfe on Elon and the Tech Right, R&D, and Parenting

Biotech

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

Xiaomi

How to Use Banned US Models in China

The AI Attention War

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

The Cold War History of Export Controls

Doug, Dylan and Jon on Nvidia + Saudi/UAE

China’s Hundred Lens War

From Yan'an to Mar-a-Lago

MAGA-Mao Connections with Orville Schell

"Just Count the Server Racks"...

The AI Attention War

Why the US Needs a Department of Competitiveness

Chips Act Lore + a Department of Competitiveness

Xi Takes an AI Masterclass

Best of Late

Ezra, Derek, and Dan Wang on Abundance and China

Ezra, Derek, and Dan Wang

China’s SME Industrial Policy in 5 Charts

America's R&D Reckoning

China's Nuclear Shadow

Under the Nuclear Shadow

Can Huawei Take On Nvidia's CUDA?

America’s R&D Reckoning

A Biotech Strategy Toolkit

Will Everyone Get Nukes Now?

Nuclearization

Chinese AI Will Match America's

Allied Scale: Net Assessment with Rush Doshi

Allied Scale: Rush Doshi on US-China Net Assessment

Weapons of Cold War 2.0 + 'People's War' Invasion Fleet

How to Lose a Tech War

Trump's Semis Trade Policy

Dylan Breaks Huawei and Tariffs Right

Chips: Liberated? Trump’s Semis Tariff Gambit

Breaking Huawei + Tariffs Done Right with SemiAnalysis and Asianometry

Mapping China's HBM Advances

How to Compete

Breaking Beijing: Military Competition with Tony Stark

Why China's Cloud Lags

Cooked?

GreatDepressionTalk with SemiAnalysis and Asianometry

EMERGENCY POD: Are We Cooked?

EMERGENCY POD: MAGA: A Guide for the Perplexed

EMERGENCY POD: Liberation Day with Tanner Greer of Scholarstage

How the Drive for Autarchy Caused WWII

Is China Racing to AGI?

The Soviet Cold War Machine: Inside the Sino-Soviet Rivalry

The Soviet Cold War Machine

My Media Diet

Superintelligence Strategy with Dan Hendrycks

AGI and the Future of Warfare

SemiAnalysis + Asianometry on Intel, Gemini 2.5, and Chinese Robots

Pharma Access with Chinese Characteristics

China on that Signal Chat

Inside the Soviet Cold War Machine

The Soviets' Bid for Global Power

Rickover’s Lessons

Moonshot AI's AGI Vision

Energy: How to Build Compute in America

Building Compute in America

Best of the Month

Humanoid Robots: The Long Road Ahead

Unitree CEO on China's Robot Revolution

Manus: A DeepSeek Moment?

Manus: A DeepSeek Moment?

Manus: China’s Latest AI Sensation

Ban the H20: Competing in the Inference Age

Taiwan on Trump-Zelenskyy, Getting Nukes, TSMC Deal

DeepSeek and Destiny: A National Vibe Shift

Manufacturing’s Missing Revolution

EMERGENCY EDITION: Trump's Pivot to Putin

EMERGENCY POD: Trump's Pivot to Putin, AGI + The Future of Warfare

The NSF, Seriously? + AI Safety's Death

American Power in the Age of Economic Warfare

Chokepoints: American Power in the Age of Economic Warfare

Xi's Hard Tech Avengers

Innovation Emergency with Trump 1.0's Patent Director

Innovation Emergency: The Role of IP

China on Dario, DeepSeeking Truth, Ali + DeepSeek, and a Procurement IP Manifesto

Asia's Great Power Wars

China's Great Power Wars: Lessons from Imperial History for Today

Gridlocked: Transformer Shortage Choking US Supply Chains

Strategic Ambiguity vs. Clarity

SemiAnalysis + Asianometry on the AI Mandate of Heaven

Best of ChinaTalk 2024

DeepSeek’s New Burdens

Anthropic's Dario Amodei on AI Competition

Anthropic's Dario Amodei on AI Competition

China’s Weird Chip Surplus, Explained

Trade: How Free is Too Free?

DeepSeek: what it means and what happens next

DeepSeek: A Tragedy Foretold?

DeepSeek: What It Means and What Happens Next

DeepSeek's Secret to Success

DeepSeek: The View from China

a year in podcasts

DeepSeek: What the Headlines Miss

DeepSeek and the Future of AI Competition with Miles Brundage

EMERGENCY POD: DeepSeek R1 and the Future of AI Competition with Miles Brundage

Deepseek Meets Li Qiang, Data Labeling Subsidies, Taiwan's Debt, Automation Optimism

Patents and National Power

Patents and National Power

ChinaTalk in the Year of the Dragon + What Comes Next

What's Next for ChinaTalk

Noah Smith on Trump 2.0 and Asia + Future of the New Tech Right

Noah Smith: Trump 2.0's Impact on Asia + The New Tech Right

RedNote, Uber Eats in Kinmen, Jimmy Carter's Taiwan Legacy, AI EO and More

MORE Export Controls: Foundry, DRAM, and Reflections on Biden

yup, more export controls....foundry, DRAM, and reflections

EMERGENCY EDITION: AI Diffusion Export Controls

EMERGENCY POD: AI Diffusion Export Controls

Amb. Burns Reflects from Beijing

Amb. Burns Reflects from Beijing

DeepSeek's Edge

What Xi Believes

Tech Bros vs MAGA, Immigration, and Whether Tiger Parents Will Win Cold War 2.0

China’s GenAI Content Security Standard: An Explainer

AI Geopolitics in the Age of Test-Time Compute w Chris Miller + Lennart Heim

Pony.ai’s Robotaxis and the Long Road Ahead