I join Matt and Jerusalem for an unhinged conversation (most entertaining of the year?) about China, AI, corruption, politics, and various other things. Check out their show The Argument, it's good.…
Kevin Roose, formerly of the New York Times and Hard Fork, joins ChinaTalk to discuss AGI Chronicles, his new history of OpenAI, Anthropic, DeepMind, and the people who believed in AGI long before it…
ChinaTalk's Jordan Schneider joins Jerusalem Demsas and Matt Yglesias to compare how the U.S. and China are approaching artificial intelligence. They dive into the Trump-Xi summit, whether AI will…
It's a new fiscal year with no new budget, and the Pentagon has a fresh batch of proposals. Two stand out: a four-star Autonomous Warfare Command, built to buy and field autonomous weapons fast, and…
In February, the Supreme Court ruled Trump's IEEPA tariffs illegal. So why is everyone still paying them? Because the administration rebuilt them: first under Section 122, then under Section 301, and…
After the global financial crisis, China added a third of global GDP to its bank assets in just eight years... the largest single-country credit expansion in at least a century. Today investment is…
WarTalk regulars Bryan Clark of the Hudson Institute, Justin McIntosh, and Tony Stark join Jordan. We discuss… The Potemkin Pacific — why Paparo has half the planet on his map and nothing to fight…
Julian Gewirtz, author and former Biden NSC China director, joins ChinaTalk days before Xi Jinping’s first White House visit since 2015. With little substantive agenda on the table, what is the US…
Garrett Berntsen was last seen on ChinaTalk in his role as Deputy CDAO at the State Department. He then went to the Department of Defense for a little bit, and now makes a return in his new role as…
In the deserts of western China sit 320 brand-new missile silos, and for a while, by the Pentagon's account, some of them simply didn't work. The gap between the PLA on paper and the PLA in practice…
ModelTalk regulars Nathan Lambert, who writes Interconnects, and writer Jasmine Sun join to work through a week in which Dario asked the industry to slow down and Trump called the whole thing a…
In the week of the 25th anniversary of 9/11, the Secretary of the Army walked into the White House, told the president the force is breaking, and quit. Days earlier his boss had fired the Chief of…
Twenty-five years after 9/11, the Pech Valley represents the war in miniature: outposts meant to shield Afghan villages that instead drew the fighting to their doorsteps, built for reasons nobody…
OpenAI models mid-training broke out of their sandbox, hacked internal infrastructure, and eventually compromised Hugging Face — the first headline-grade AI breakout, and one that safety researchers…
(03:29) - Meta Addiction (20:32) - Tim Cook's Last Day (31:33) - OpenAI's Jalapeño Chip (39:48) - 𝕏 Timeline Reactions (58:39) - Jordan Schneider discusses China’s low-cost EVs, opposition to data…
The USS Abraham Lincoln is coming home after a deployment that stretched past 240 days, and the bill is about to come due: mechanical failures, rations down to the emergency stores, 20,000 unfilled…
The political economy of AI — things are getting weird, it seems. We have models on the loose, open weights being dropped from the heavenly temple, and data center protests fanning out across the…
Note: This episode was recorded in late 2024. Luckily, there haven't been any US Civil War updates since then, so the episode's content still holds up. Enjoy! During paternity leave, the new influx…
Why is North Korea so weird? Is it Stalinism? Maoism? Japan-style emperor worship? Ancient Korean hermit kingdom energy? No, argues Jonathan Cheng, Beijing bureau chief for The Wall Street Journal…
How did China grow its EV industry? Hint: it wasn’t really central planning from Beijing. It was a magical concoction of entrepreneurs and local officials using their guanxi to dance around giant…
Jake Newby is the author of the Concrete Avalanche Substack, which covers the best music coming out of China. If you enjoy this playlist, check out Jake’s sets from 2025, 2024, and 2023, as well as…
Contest links: General $50k https://www.chinatalk.media/p/50k-chinatalk-submission-hiring-contest we're looking at submissions on a rolling basis! AI evals: Due Over the past few years, we’ve seen…
Six months into the war with Iran, the United States has fired 850 Tomahawks, emptied its LRASM and JASSM-ER inventories, expended essentially every ATACMS and PrSM in the arsenal, and burned through…
The FCC has spent the past year quietly rewiring the American import market, first routers, then drones, next undersea cables, and as of last week, robots. Adam Chan is national security counsel and…
Podcast : The Spillover (LS 34 · TOP 3% what is this? ) Episode : Jordan Schneider Thinks the Real AI Race Is About Compute, Not Models Pub date : 2026-07-28 Get Podcast Transcript → powered by…
Don't sorry I put two ChinaTalk Records songs at the end! their show notes: On this episode of The Spillover, Sebastian Mallaby sits down with Jordan Schneider of ChinaTalk to unpack a frantic month…
Roel Konijnendijk of Oxford returns to talk Nolan's Odyssey, ancient PTSD, siege warfare, and the choices we'd all make in adapting. Justin McIntosh cohosts. YoungBoy Never Broke Again as well as…
In this episode of The Spillover, host Sebastian Mallaby sits down with Jordan Schneider, founder and editor-in-chief of the ChinaTalk podcast and newsletter, to discuss AI progress and security, as…
The biggest oil shock in modern history came and went without the catastrophe everyone expected. When Iran closed the Strait of Hormuz, analysts warned that oil could hit $200 a barrel, but the…
Five months into the Iran campaign, the US has two carrier strike groups parked in the Arabian Sea, a blockade that may take months to bite, and a daisy chain of tankers stretching thousands of miles…
The whole ChinaTalk gang gets together to discuss a big week in China AI with the release of Kimi K3 and Xi talking open source and safety at WAIC. We also discuss our latest article exploring the…
What do actual historians think about the Thucydides Trap? Does our 'low T' discourse all just come back to the movie 300? How the did ancient Greeks fight and why does Homer still keep us coming…
Claude Mythos scrambled American AI policy, leaving us with what Dean Ball calls a de facto involuntary licensing regime from the administration that promised us the opposite. Zhipu's cofounder says…
Beijing just announced a persistent Coast Guard patrol east of Taiwan, the administration is calling arms sales a "bargaining chip," and the NDS doesn't mention Taiwan at all. Is deterrence in the…
We cover: How the Iran War has exposed vulnerabilities in the semiconductor industry’s chemical supply chains. The chemistry behind chip manufacturing — why advanced semiconductors depend on toxic,…
Robots are here, and they’re going to change the world, with Unitree currently in pole position. Joining me to discuss are Niko Ciminelli, longtime SemiAnalysis advisor, robot kid and VC along with…
Welcome to another installment of the ChinaTalk radio show! Today, we’re diving into Taiwan’s war on green energy. Shenanigans abound in this episode, including: The lights-out scenario — Taiwan only…
The Daily Canopy: The Grove Week ending 2026-06-28 — Every featured conversation linked and timestamped below. Click a show name to go to the full episode, or jump directly to the clip. Featured…
Jack Murphy — former special forces and Ranger Regiment, co-founder of The Team House, and author of the new novel The Most Dangerous Man — joins WarTalk to talk about the strangest corners of…
Earlier this year, we ran an essay contest on economic security. We gave entrants two prompts: What are the most important high level KPIs that policy should aim for? What is the analogy of the Fed’s…
To discuss, we have Farrell Gregory, a researcher at the Foundation for American Innovation and winner of ChinaTalk’s Economic Security essay competition, and Joris Teer, a policy analyst at the EU…
Ely Ratner, former Assistant Secretary of Defense for Indo-Pacific Security Affairs and now a principal at the Marathon Initiative, joins Jordan, Bryan Clark, and Justin to make sense of the Iran…
AI will make ideas cheap. What does that mean for sicence? Charles Yang is a fellow at Renaissance Philanthropies and writes about AI and science here: https://republicofscience.substack.com. We…
Chris McGuire, former civil servant in State and the Biden White House now at CFR, talk about the export control craziness of these past two weeks. We discuss: The 5:21 PM letter that took the…
Nathan Lambert of https://www.interconnects.ai/, Jasmine Sun of https://jasmi.news/, and guest Ethan Ding of https://ethanding.substack.com/ check in Learn more about your ad choices. Visit…
The NDAA is two thousand pages of strategy, pork, and the occasional genuinely big idea — this year including a new robotics combatant command and the first legislated guardrails on AI in the kill…
What a profound honor to have Paul Kennedy on the ChinaTalk podcast. Kennedy is my favorite living historian and the writer who’s most shaped my intellectual development. His analysis underpins what…
Africa is the literal center of the world’s map and increasingly the center of gravity for ISIS, the manpower source for Russia’s war in Ukraine, and the contested geopolitical ground where China…
Pope Leo has called AI the single greatest challenge facing humanity. Not war, not poverty, not climate change. So we got a panel together to sort out what this encyclical means. Joining Jordan are…
How do you evaluate an AI model for a war you can only fight once? Ike Harris, a Naval officer turned Hill staffer turned AI policy operator, joins the show to discuss his effort to bridge the gap…
How did Arizona lock in billion-dollar investments from TSMC, Intel, and LG Energy? Ian O’Grady, Senior Policy Advisor to Arizona Governor Katie Hobbs, joins ChinaTalk to share war stories from the…
Rob Lee dials in from Ukraine for a long-form WarTalk on what the front line actually looks like in year four — where infantry sit underground for six months without seeing the sun, where 2% of…
Wanna do big things? This week, a how-to guide for technically minded people who want to stop posting and start changing things — covering everything from why every globally important problem is…
(01:25) - SpaceX IPO (12:37) - Anthropic Revenue Surges (17:31) - OpenAI Solves the Erdős Problem (27:53) - Alex Tabarrok, a Canadian-American economist and professor at George Mason University,…
From Mar-a-Lago to the Great Hall, Trump returns to Beijing desperate for validation while Xi Jinping treats him to strategic flattery. It’s the first time an American president has been to China in…
Julian Gewirtz, former Biden administration China official, now at Columbia, joins me to chat about the Xi-Trump visit and all things US-China. Matt Sheehan, senior fellow at the Carnegie Endowment…
The White House says the war is over. The White House also says it's continuing in a new form. Two weeks after the launch of Project Freedom, only two Maersk ships took the offer. Roughly 900 ships…
Ken Liu graces ChinaTalk with his presence. He is the author of the Dandelion Dynasty silkpunk fantasy series and a brilliant short fiction writer — one of his stories was recently adapted into Sam…
Two weeks into the US-Iran ceasefire, CENTCOM is requesting Dark Eagle hypersonics, the 82nd Airborne is flowing into theater, and the wargames keep telling us the same thing — there’s no military…
Constanza Vidal Bustamante joins Chris Miller and Zachary Yerushalmi to break down her new report with John Burke, Quantum's Industrial Moment: Strengthening US Quantum Supply Chains for Scalable…
outtro music: Pardon Pen! https://suno.com/s/2tXSJ7uJFA7k1pUC Learn more about your ad choices. Visit megaphone.fm/adchoices
What exactly is quantum computing? Why does it matter, and what would it actually mean to “win” the quantum race? Zach Yerushalmi, CEO of Elevate Quantum, a Mountain West–based public-private…
Jordan Schneider is the host of ChinaTalk, a podcast and newsletter covering China, US foreign policy, and the technology shaping both. He's been podcasting since 2017, and has learned a thing or two…
Caleb Watney (Institute for Progress) and Max Bodach (Foundation for American Innovation) on what the new breed of DC think tanks does differently and why the old model is broken. We discuss: Why…
Anthropic’s new model found decades-old vulnerabilities in foundational open-source code that millions of automated tests and countless human experts had missed, presaging a potentially revolutionary…
Eric Robinson, Tony Stark , Justin Mc , and Secretary of Defense Rock join me to score the Iran conflict. We discuss… Whether Iran’s Strait of Hormuz toll booth is a Trump card or a wasting asset How…
Ukrainian drone manufacturing. How has the country been able to build hundreds of thousands, even millions of drones over the past four years of conflict? What dependencies does its industrial base…
An F-15E is down in southern Iran. Justin, Tony, Eric and I talk through what combat search and rescue actually looks like, how a captured pilot changes the politics of ending this war, and why a…
The history of the American federal civil service — what can we learn from its past glories and failures, and where should we take this next? We have Kevin Hawickhorst of the Foundation for…
Jen Pahlka is an American Hero, in a past life the US Deputy Chief Technology Officer and member of the Defense Innovation Board. She wrote Recoding America and the wonderful Eating Policy substack…
Full house with Bryan, Eric, Tony and Justin. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nathan Lambert of https://www.interconnects.ai/ and Jasmine Sun of https://jasmi.news/ catch up. Learn more about your ad choices. Visit megaphone.fm/adchoices
The administration is reportedly considering seizing Kharg Island, and the global economy is beginning to buckle under the pressure of disrupted energy flows. Eric Robinson is a lawyer now who worked…
A century-old toy company has taken down Trump’s Liberation Day tariffs with a self-funded lawsuit. But how? Today’s guest is Rick Woldenberg, CEO of Learning Resources, creator of Spike the Fine…
WarTalk launches! We chat with Pranay Vaddi (MIT, Sandia, formerly Biden NSC) and Chris McGuire (State, NSC, now CFR) about AI, nuclear command and control, deterrence, and how new military…
Two weeks into the US-Iran war, CENTCOM has struck 6,000 targets, but Hormuz is closed, oil is at $100 a barrel, the regime hasn’t fallen, and 400 kilograms of highly enriched uranium sit somewhere…
Kevin Xu of http://interconnected.blog/ and I did a liveshow on substack! We chat about why working in Chinese AI looks so much tougher than building in the West: less compute, lower upside, more…
Russell Kaplan, co-founder of Cognition — the company behind Devin — and previously at Scale AI and Tesla, joins the podcast to discuss what “software abundance” could mean for government. Our…
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,…
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
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…
what a mess! Wario Amodei's slow jam vibe: https://suno.com/s/cf3KDdVQ5F0KCjow Learn more about your ad choices. Visit megaphone.fm/adchoices
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…
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
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…
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 success…
We're trying out a different format to explore "Chinese peptides." We talk to biohackers using compounds like BPC-157 to heal extreme injuries, go undercover as peptide buyers, and discuss the…
Admiral Rickover — America’s most famous, perhaps most influential admiral of the second half of the 20th century. To discuss his unbelievable life story, dramatic impact on the Cold War, and…
Today, we’re discussing all things gaming in China! Our illustrious guest is Daniel Camilo, a Portuguese national who has spent over a decade in the Chinese video game industry. We cover the most…
Minh Tran (https://www.couldabeenatthe.club/), Afra Wang (https://afra.work/) and Lauren Teixeira (https://lrntex.substack.com/) join me to talk about Chinamaxxing — the growing fascination among…
Today’s guest is the legendary strategist Edward Luttwak — the Machiavelli of Maryland. He’s consulted for presidents, prime ministers, and secretaries of defense, and authored magnificent books on…
whole gang is here. Also a little Minnesota and 30 seconds of NDS (which is all it deserves) suno: https://suno.com/s/SJ0FoEPMVZ3QS441 'He couldn’t capture Canada, but captured infamy— The only…
Jon Czin, former CIA analyst and NSC staffer, returns to talk purges. We have far too much fun. The disney take on PLA purges: https://suno.com/s/Wv1yQyxdUhWBzyA0 08:50 Deep read into the WSJ nuke…
Jasmine Sun of https://jasmi.news/ and Nathan Lambert of https://www.interconnects.ai/ report for duty. Athena makes a brief guest appearance before dipping for pilates. Jordan's flower app:…
Bryan Clark (former submariner at Hudson), Eric Robinson, and Justin McIntosh report for duty. Davos disco: https://suno.com/s/2SpR62beigk2JeDr Learn more about your ad choices. Visit…
Is there such a thing as MAD in economic warfare? How should we measure the effectiveness of our industrial policy tools, and what outcomes should we be aiming for anyway? Our guest today is Dan Kim,…
Sign up for TBPN’s daily newsletter at TBPN.com (01:11) - X Article Apocalypse (44:42) - Hollywood's AI Takes (01:01:44) - Elon vs. OpenAI Updates (01:05:33) - 𝕏 Timeline Reactions (01:17:54) - Is…
Jon Czin spent years as a top China analyst at the CIA, served as China Director on Biden’s National Security Council, and now works at the Brookings Institution. We talk through: Xi, Trump, and what…
Richard Danzig, national treasure, joins the podcast to discuss the national security implications of AI in the cyber context. Do note we conducted this interview in July of 2025. We discuss…
The U.S.-China Economic and Security Review Commission late last year released its annual report to Congress. ChinaTalk welcomes two commissioners to the pod to discuss. Before joining the Hoover…
Happy New Year! This is your reminder to fill out the ChinaTalk audience survey. The link is here. We’re here to give the people what they want, so please fill it out! ~Lily 🌸 Ben Buchanan, now a…
Bryan Clark joins. Learn more about your ad choices. Visit megaphone.fm/adchoices
but in a nice way happy new year! Learn more about your ad choices. Visit megaphone.fm/adchoices
We check in on the state of the republic and allied scale with Peter Harrell, former Biden official and host of the excellent new Security Economics podcast, Kevin Xu, who writes the Interconnected…
The gang (Justin Mc, Tony Stark and Eric Robinson) and I talk about what the hell just happened this past weekend and what it all means. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nishikawa Kazumi, Principal Director for Economic Security Policy at the legendary Japanese Ministry of Economy, Trade and Industry (METI), joins China Talk. Cohosting is Charles Lichfield of the…
ChinaTalk Audience survey: https://docs.google.com/forms/d/e/1FAIpQLScQ99GAL0m_8iBqZDiKoEjRZiyX6544QvaCNtd1cVkc826n7A/viewform?usp=dialogFeatured coverage on Substack: Industrial diamonds:…
A festivus special! Joe Weisenthal, host of Odd Lots and my podcast host alter ego, come to celebrate his ten years of hosting, reflect on the medium and China. 01:21 following your podcasting bliss…
Steve Gagnon joins the show! Book: Thousand Mile War https://www.amazon.com/Thousand-Mile-War-Aleutians-Classic-Reprint/dp/0912006838 Outtro music: Learn more about your ad choices. Visit…
Rahm Emanuel returns to ChinaTalk with a characteristically blunt assessment of U.S.-China relations, delivering an unsparing verdict on the first year of Donald Trump’s second term. We discuss: The…
Mike Froman is president of the Council on Foreign Relations and former U.S. Trade Representative. He joins ChinaTalk for the first time to discuss: Why his 1992 dissertation on détente is suddenly…
We've got a full house with Tony, Justin and Eric today. We get into: The hottest NDAA takes on the airwaves (DFC, OSC, AUKUS, Taiwan, contested logistics, Xi's money) Tony has an amazing tv pitch…
Nathan and Jasmine debrief from NeurIPS San Diego, where we of course threw the best party. outtro music: we're on a boat https://suno.com/s/dkulmuRvScACxObX Learn more about your ad choices. Visit…
It's never over with Trump...Dmitri Alperovich of the Silverado Policy Accelerator comes on to discuss Trump's decision to allow the export of H200s to china. outtro music, a fan song to Jameison…
This week on Unsupervised Learning, Jacob Effron is joined by Jordan Schneider, host of China Talk, who challenges widespread assumptions about US-China AI competition. China's AI development is…
First half on the national security strategy you can read here https://www.whitehouse.gov/wp-content/uploads/2025/12/2025-National-Security-Strategy.pdf 26:18 we get into the second strike Tony's…
It's think tank director week at ChinaTalk! Helen Toner of CSET kicks us off to talk through where she's planning on taking the storied organization. her speech about jagged progress:…
In the wake of Salt Typhoon, what does the future of secure telecom look like? To find out, ChinaTalk interviewed John Doyle, a former Green Beret who spent a decade building Palantir’s national…
Doug, Dylan, and Wei of SemiAnalysis join me (Jon was sleeping at 5AM taiwan time...) for a pre-holiday get together. 01:00 AI Mandate--OpenAI slipping 19:03 Dylan sells TSMC on AI better than sama…
Eric Robinson, Justin Mc, Tony Stark and I talk China's sushi ban, Witkoff's peace plan, Jake Sullivan, William Manchester's absurd memoir Here's the full text of the peace plan:…
Zixuan Li is Director of Product and genAI Strategy at Z.ai (also known as Zhipu 智谱 AI). The release of their benchmark-topping flagship model, GLM 4.5, was akin to “another DeepSeek moment,” in the…
After five long years since his last ChinaTalk appearance, Jake Sullivan returns to the show! We discuss… Sullivan’s experience managing crises, implementing grand strategy, and cultivating…
Justin and Eric cohost with Pete Modigliani and Matt McGregor, coauthors of the Defense Tech and Acquisition substack (https://defenseacquisition.substack.com/). Chapters 16:24 The Future of Defense…
Jasmine Sun (https://jasmi.news/), Nathan Lambert (https://www.interconnects.ai/), and special guest Afra Wang (https://afraw.substack.com/). Our article on 'China makes AI girlfriends and America…
we cooked better than cafe milano 00:00 Colby's trainwreck of a hearing + right wing DC food 16:42 Countering Drones 35:32 How to train seriously Guests include: Tony Stark, Army vet who writes…
Peter Harrell and Oren Cass join the show to talk IEEPA at the Supreme Court and broader US grand strategy towards China. 03:01 IEPA Tariffs and Their Implications 17:27 Reciprocity and Trade…
Why do leaders with vast expert bureaucracies at their fingertips make devastating foreign policy decisions? Tyler Jost, professor at Brown, joins ChinaTalk to discuss his first book, Bureaucracies…
Featuring the Kirsten and Charlotte Asdal alongside Tony (https://www.breakingbeijing.com/) Eric Robinson, Justin (https://justinmc.substack.com/) and myself Chapters 02:55 US-China Relations:…
Joining the pod today are Rob Lee of FPRI, Shashank Joshi of the Economist, and Tony Stark of the Breaking Beijing substack. We discuss… Whether Ukraine represents a revolution in military affairs…
(00:22) - Sundberg LIVE in The Ultradome (04:02) - The Media Landscape (21:12) - Mansion Section (43:24) - Timeline Reaction (58:59) - Saagar Enjeti, an American journalist and co-host of the podcast…
In this episode, I speak with Jordan Schneider, creator of Chinatalk, to explore the new phase of US–China competition. Both countries are using trade policy, export controls and industrial strategy…
Jon Czin spent years as a top China analyst at the CIA, served as China Director on Biden’s National Security Council, and now works at the Brookings Institution. We discuss what Xi’s fourth-term…
Guests today include Michael Horowitz (Penn now, in the Biden years was DAS for Force Development and Emerging Capabilities + Director of the Emerging Capabilities Policy Office) and Lauren Kahn…
Tarun Chhabra is Head of National Security Policy at Anthropic, and previously served as the Deputy Assistant to the President and Coordinator for Technology and National Security on Biden’s NSC.…
Chris Miller (chip wars), Chris McGuire (10 year State Dpt vet, check out the past episode on the feed) and I discuss a big move by MOFCOM to squeeze Trump in advance of their APEC summit. Outtro…
Bryan Clark, a former submariner now with the Hudson Institute, joins the show! Outtro speech: George C. Scott's rendition of Patton's speech Learn more about your ad choices. Visit…
Jasmine Sun of https://jasmi.news/ and Nathan Lambert of https://www.interconnects.ai/ discuss a wide variety of topics of interest around AI and culture. Outtro Music:…
Nate Silver writes Silver Bulletin and is the author of On the Edge: The Art of Risking Everything, now in paperback with a new foreword. In today’s conversation, we discuss… Honesty, reputation, and…
Uncle Sam is taking a bite out of companies left and right. Today, we’re going to focus on MP Materials — the Trump administration’s answer to China’s restrictions on rare earth material exports to…
Ryan Julian is a research scientist in embodied AI. He worked on large-scale robotics foundation models at DeepMind and got his PhD in machine learning at USC in 2021. Follow him on X: @ryancjulian…
Manoj Kewalramani of the Takshashila Institution and the Tracking People's Daily substack https://trackingpeoplesdaily.substack.com/ alongside James Crabtree, author of Billionaire Raj, chat whatever…
For the 80th anniversary of the Allied victory over Japan, ChinaTalk interviewed Ian Toll about his Pacific War trilogy, which masterfully brings America’s bloodiest war — and the world’s only…
Dan Wang at long last makes his solo ChinaTalk debut! We’re here to discuss and celebrate his first book, Breakneck. We get into… Engineering states vs lawyerly societies, The competing legacies of…
Mick Ryan is a retired major general in the Australian army and author of three books — War Transformed: The Future of Twenty-First-Century Great Power Competition and Conflict, White Sun War, which…
We’re sharing an episode from ChinaTalk that dives into one of the biggest recent reversals in U.S. tech policy. The U.S. banned Nvidia’s H20 AI chips to China in April. Now, just months later,…
We talk AGI nihilism in the Taiwan fight, combined arms breach, and Palmer Luckey's Taiwan speech. Part 2 explores Detachment 201, the evolution of the Office of Strategic Capital, and the MP…
Joseph Torigian’s The Party’s Interest Comes First: The Life of Xi Zhongxun, Father of Xi Jinping is a monumental scholarly achievement — easily a contender for one of the best China books of the…
Nathan Lambert (https://www.interconnects.ai/), Jasmine Sun (https://jasmi.news/) and I kick off a new series 'Overfit' to talk how AI is shaping the future of media, why Nathan just needs $100m to…
Jake Newby, author of the China music substack Concrete Avalanche, presents his official playlist of China’s best new music. It includes ADHD-inspired hip hop, experimental ambient music from rural…
Patrick McGee is the author of Apple in China: The Capture of the World’s Greatest Company. Our discussion led us through a detailed history of Apple’s relationship with China, where iPhone…
Two weeks in a row what has gotten into us. Jordan tries to save the NSF and immigrant visas with an AI researcher letter Our quarterly AI mandate of heaven update (there's been alot of movement!)…
TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander -…
Dylan bonds with Nvidia's CFO and I try to keep the GPUs in actual democracies. Outtro Music: FaceTime, Karencici, 2018. https://open.spotify.com/track/2PNDZp0ultOJrQL4AVENPO?si=46cdf72cdffb40a3…