ChinaEconTalk

Follow ChinaEconTalk
Share on
Copy link to clipboard

A weekly conversation exploring China's economy and tech scene. Guests include a wide range of policy analysts, business professionals, journalists, and academics. A SupChina production, hosted by Jordan Schneider.

SupChina


    • Dec 23, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 58m AVG DURATION
    • 496 EPISODES


    More podcasts from SupChina

    Search for episodes from ChinaEconTalk with a specific topic:

    Latest episodes from ChinaEconTalk

    Joe Weisenthal and I record a Show About Nothing

    Play Episode Listen Later Dec 23, 2025 63:48


    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 21:19 handling guests 26:06 china 46:04 journalism integrity 49:24 parenting in nyc Learn more about your ad choices. Visit megaphone.fm/adchoices

    Second Breakfast: Arctic Warfare Christmas Special!

    Play Episode Listen Later Dec 22, 2025 55:13


    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 megaphone.fm/adchoices

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

    Play Episode Listen Later Dec 18, 2025 60:59


    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 “Fear Factor” in Asia: Why Japan and South Korea are ramping up defense spending not because of Trump's strength, but because his unpredictability and isolationism have forced them to buy “insurance policies” against a U.S. exit, Corruption and “Own Goals”: How “draining the swamp” has turned into institutional degradation — and why the Trump family's entanglement of personal business interests with foreign policy damages U.S. credibility and strategic leverage, Adversary, Not Competitor: Why the U.S. needs to stop viewing China as a strategic competitor and start treating it as a strategic adversary — one whose win-lose economic model is designed to hollow out global industrial bases, Education as National Security: Why tariffs are a distraction and the only real way to beat China is a massive domestic push for workforce training, AI and Inequality: Rahm's evolving thinking on artificial intelligence — why he's still learning and why a technology that boosts productivity but widens inequality is a political and social risk. Plus: prescient observations on Iran, why Ari Emanuel's robot UFC idea might actually be sound policy, Rahm's case that he's now the real free-market capitalist in the room, and rapid-fire takes on J.D. Vance, Marco Rubio, and the 2028 Republican field. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Détente 2.0 with Mike Froman of CFR

    Play Episode Listen Later Dec 15, 2025 61:00


    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 relevant again – and why “positive linkage” fails to change adversary behavior, How mutual assured destruction has shifted from nuclear weapons to rare earths, supply chains, and technology, and why the U.S. and China are stuck in a costly, uncomfortable stalemate, Trump's unorthodox use of economic leverage and America's resilience problem, CFR's new cross-fellow initiatives on China, economics, and open-source analysis, Plus: an inside look at how think tanks work — salaries, funding, and what to expect from Mike Froman's tenure leading the CFR. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Second Breakfast: Habemus NDAA!

    Play Episode Listen Later Dec 12, 2025 64:09


    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 for the deposed dictator White Lotus SOCOM creatine and super soldiers Learn more about your ad choices. Visit megaphone.fm/adchoices

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

    Play Episode Listen Later Dec 10, 2025 60:25


    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 megaphone.fm/adchoices

    Emergency Pod: H200s to China with Dmitri Alperovich

    Play Episode Listen Later Dec 9, 2025 43:14


    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 Greer: https://suno.com/s/yTi5R7xDRcM7p2ho Learn more about your ad choices. Visit megaphone.fm/adchoices

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

    Play Episode Listen Later Dec 5, 2025 58:12


    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 Taiwan baseball podcast rec: https://open.spotify.com/episode/6s26btM3CFq7FgUUmdECST?si=gMIOtaZxSPKYzk5qCNMePQ Kimi said I should set the song to veggietales, so I did. https://suno.com/s/P4XaZR6f1mphSrkP Learn more about your ad choices. Visit megaphone.fm/adchoices

    Helen Toner Takes the CSET Reins

    Play Episode Listen Later Dec 2, 2025 64:26


    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: https://helentoner.substack.com/p/taking-jaggedness-seriously Outtro music: https://suno.com/s/HcdTS6W1OmHh8ZYz Learn more about your ad choices. Visit megaphone.fm/adchoices

    The Future of Secure Telecom

    Play Episode Listen Later Nov 25, 2025 59:15


    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 security practice before founding Cape, which calls itself “America's privacy-first mobile carrier”. Also joining the conversation is Dmitri Alperovitch, chairman and co-founder of Silverado Policy Accelerator, founder of CrowdStrike, and an angel investor into Cape. Thank you to Cape for sponsoring the episode. We discuss… Why telecom data is so valuable to adversaries, and what China discovered in the Salt Typhoon campaign, Cape's founding thesis, including what makes Cape's cell network so much more secure than major providers like AT&T, How wars are run on commercial cell networks, and how Russia and Ukraine's reliance on that has been exploited over the course of the war, Other instances of telecom data weaponization, including by Hezbollah, Israel, and Mexican drug cartels, Taiwan's plan for dealing with undersea cable sabotage, What it takes to cultivate engineering talent in telecoms, and why Huawei has stayed innovative while US providers stagnated. Learn more about your ad choices. Visit megaphone.fm/adchoices

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

    Play Episode Listen Later Nov 25, 2025 50:48


    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 24:17 Doug teaches a lesson on railroad bubbles and ai 32:30 Sarah Friar fails up 35:17 Zohran-Trump Suno slop: Moody's man came down from New York City https://suno.com/s/5DGCTgqam8dQMkZf Learn more about your ad choices. Visit megaphone.fm/adchoices

    Second Breakfast: Witkoff and Putin's Peace Deal

    Play Episode Listen Later Nov 21, 2025 59:08


    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: https://www.axios.com/2025/11/20/trump-ukraine-peace-plan-28-points-russia Chapters 00:00 China bans pufferfish sperm 02:14 Peace Deal Drama 11:12 How the Trump Court explains everything 20:11 The Future of Russian Military Power 30:34 Lessons from Syria and chemical weapons 39:02 Where's Europe though 49:32 Lessons from Ukraine + William Manchester's absurd memoir our broadway suno take on the plan: article 5: but different! https://suno.com/s/Dwx3udwSMVMRNxFV Learn more about your ad choices. Visit megaphone.fm/adchoices

    The Z.ai Playbook

    Play Episode Listen Later Nov 21, 2025 76:09


    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 words of Nathan Lambert. Our conversation today covers… What sets Z.ai apart from other Chinese models, including coding, role-playing capabilities, and translations of cryptic Chinese internet content, Why Chinese AI companies chase recognition from Silicon Valley thought leaders, The role of open source in the Chinese AI ecosystem, Fears of job loss and the prevalence of AI pessimism in China, How Z.ai trains its models, and what capabilities the company is targeting next. Co-hosting today are Irene Zhang, long-time ChinaTalk analyst, as well as Nathan Lambert of the Interconnects Substack. Follow Z.ai on X: https://x.com/Zai_org Learn more about your ad choices. Visit megaphone.fm/adchoices

    Jake Sullivan on Playing the Long Game

    Play Episode Listen Later Nov 18, 2025 70:55


    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 leadership skills during the Biden administration, The art of crafting aggressive industrial policy, from chips to rare earths to infrastructure,  The risk of miscalculation in the Taiwan Strait, and whether Pelosi's Taipei visit was a mistake, Russia's nuclear brinkmanship and the development of Biden's posture on Ukraine, Whether Trump can succeed at ratcheting down tensions with China. Check out Sullivan's new podcast, The Long Game (⁠Apple⁠, ⁠Spotify⁠) Reading recommendations: ⁠Feeding Ghosts⁠ ⁠The Social History of the Machine Gun⁠ ⁠To Run the World A reminder: this is the conversation I wanted to have with Jake, not the one you want to have. For other recent interviews that get more into the Biden administration around the withdrawal of Afghanistan, the pace of arming Ukraine, and America's handling of Israel's invasion of Gaza, see all these six other shows he's done this year.⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

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

    Play Episode Listen Later Nov 15, 2025 64:20


    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 Technology and Startups 33:37 Cultural Shifts in Acquisition Practices 44:57 Taskers and Bureaucratic Inefficiencies 55:06 Vendor Lock and Software Solutions Outtro music: more suno slop https://suno.com/s/FVtn90DmV8xuLcfp Learn more about your ad choices. Visit megaphone.fm/adchoices

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

    Play Episode Listen Later Nov 11, 2025 59:21


    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 makes AI boyfriends' https://www.chinatalk.media/p/why-america-builds-ai-girlfriends More on the Hefei model: https://hellochinatech.substack.com/p/china-hefei-model 05:53 ai 12:46 remorseful AI models 29:43 AI in porn 32:17 ai voice generation uncanny valley 34:55 good Chinese AI models and the hefei model 47:40 Vice Signaling Outtro music: a suno song with kimi-generated generated lyrics called "A glitch in the gospel" https://suno.com/s/O8tIJ63c7t3NOEtO Learn more about your ad choices. Visit megaphone.fm/adchoices

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

    Play Episode Listen Later Nov 7, 2025 65:38


    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 https://www.breakingbeijing.com/ Justin McIntosh, former Green beret who writes https://justinmc.substack.com/ Eric Robinson, lawyer and Army vet who spent time in OSC, JSOC and the NCTC Outtro music: more suno https://suno.com/s/hpZX8pdjirTsM5je Learn more about your ad choices. Visit megaphone.fm/adchoices

    EMERGENCY POD: Tariffs on Trial

    Play Episode Listen Later Nov 6, 2025 81:01


    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 Agreements 20:13 USMCA and Fortress North America 39:01 Decoupling from China: A Strategic Perspective 43:41 Trump's Economic Approach to China 47:48 The Chips Debate: National Security and Economic Interests 01:05:24 Reflections on Political Discourse and Legal Arguments 01:16:17 a ridiculous suno song We discuss Oren's 'Grand Strategy of Reciprocity' https://www.foreignaffairs.com/united-states/grand-strategy-reciprocity and 'Stop Selling the Rope' essays https://americancompass.org/stop-selling-the-rope/ Outtro music: Suno does Hamilton for this case https://suno.com/s/xPRkTjq5KQ4MPXLb Peter's amicus brief: https://www.supremecourt.gov/DocketPDF/24/24-1287/380641/20251024173045050_24-1287%2025-150%20Amicus%20Brief.pdf Learn more about your ad choices. Visit megaphone.fm/adchoices

    CCP Bureaucracies in War

    Play Episode Listen Later Nov 2, 2025 81:22


    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 at War, a fascinating analysis of miscalculation in international conflicts. As we travel from Mao's role in border conflicts, to Deng's blunder in Vietnam, to LBJ's own Vietnam error, a tragic pattern emerges — leaders gradually isolating themselves from their own information gathering systems with catastrophic consequences. Today our conversation covers… How Mao's early success undermined his long-term decision-making, The role of succession pressures in both Deng's and LBJ's actions in Vietnam, The bureaucratic mechanisms that lead to echo chambers, and how China's siloed institutions affect Xi's governance, The lingering question of succession in China, What we can learn from the institutional failures behind Vietnam and Iraq. Learn more about your ad choices. Visit megaphone.fm/adchoices

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

    Play Episode Listen Later Oct 30, 2025 53:49


    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: Punctuated Decoupling 05:52 Woo Trump didn't sell out Taiwan! But what if he did? 08:21 Xi Jinping's Confidence and Military Calculations 24:12 Blockades 28:54 Innovation vs. Production in Defense Technology 43:08 Book Recommendations and Cultural Reflections 44:57 Game of the Week: Historical Insights Outtro music: suno' s version of bad bunny singing about antietam. I promise I won't do this for every episode outtro until the AI gets better. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ukraine's Drone War with Shashank and Rob Lee

    Play Episode Listen Later Oct 30, 2025 94:32


    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 and what lessons the war holds for other theaters Why roughly 80% of casualties in Ukraine are caused by UAVs, and the symbiotic relationship between artillery and drones, The limits of FPVs and UAVs, tactics to counter UAV attacks, and the role of unmanned ground vehicles, Institutional friction within the Ukrainian forces, How Chinese components and commercial drones from DJI are shaping the battlefield. Drone incidents over Europe, burden sharing, and the US policy climate. Outro music:  Leon Bridges and Khruangbin - Texas Sun, a song that made it onto a 2022 playlist a reporter made of songs they heard on the front in Ukraine (⁠https://open.spotify.com/playlist/72paG2c3VqKblZsZlsCBOx?si=ace9197c40c6440f⁠) Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ukraine's Drone War with Shashank and Rob Lee

    Play Episode Listen Later Oct 29, 2025 94:32


    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 and what lessons the war holds for other theaters Why roughly 80% of casualties in Ukraine are caused by UAVs, and the symbiotic relationship between artillery and drones, The limits of FPVs and UAVs, tactics to counter UAV attacks, and the role of unmanned ground vehicles, Institutional friction within the Ukrainian forces, How Chinese components and commercial drones from DJI are shaping the battlefield. Drone incidents over Europe, burden sharing, and the US policy climate. Outro music:  Leon Bridges and Khruangbin - Texas Sun, a song that made it onto a 2022 playlist a reporter made of songs they heard on the front in Ukraine (https://open.spotify.com/playlist/72paG2c3VqKblZsZlsCBOx?si=ace9197c40c6440f) Learn more about your ad choices. Visit megaphone.fm/adchoices

    Japan's New Prime Minister: What to Expect

    Play Episode Listen Later Oct 24, 2025 77:51


    Tobias Harris of the Observing Japan substack returns to catch us up on the new Prime Minister. We get into what Takaichii's deal is, chart her rise to power, explore the domestic constraints she'll operate under, and what she will mean for Japan's international relations and defense policy. Lily's in Osaka, hit her up at lily@chinatalk.media Chapters: 00:00 Election Upset and Political Drama 07:43 The Rise of Takaichi, Her Political Background and Style 24:27 National Defense and International Relations 40:58 Coalition Challenges and Government Stability 48:33 Implications of a Minority Government 01:03:47 How She'll Do With Trump Outtro Music: Gotta - Tade Dust Learn more about your ad choices. Visit megaphone.fm/adchoices

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

    Play Episode Listen Later Oct 23, 2025 52:10


    Bryan, Eric, and Justin join the fun. 00:00 Venezuela 16:08 Shutdown Effects on Military Operations 34:45 The PE Army Takeover + Datacenters 46:32 Submarine Detection and Naval Strategy 48:44 Sledge Outtro Music: Botaste la Bola, Un Solo Pueblo Learn more about your ad choices. Visit megaphone.fm/adchoices

    PLA Purges and How Xi Rules with Jon Czin

    Play Episode Listen Later Oct 22, 2025 114:37


    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 means for China's top leadership and military, Taiwan, and the US. We cover: How Xi's mafioso-style “decapitation strategy” has kept the PLA in line and why he's purged more generals than Mao. Cognitive decline and how end-of-life thinking might be shaping Xi's succession plans and Taiwan strategy. Tariffs, rare earths, and China's appetite for pain vs. America's. Beijing's parochialism and its limits in the Russo-Ukrainian conflict. What intelligence work on China actually looks like and whether or not Xi's era is duller than previous generations. Plus: who might succeed Xi, comparing the Politburo Standing Committee to a frat house, and why chips and TSMC matter much less in Xi's Taiwan calculus than most think. Outtro Music: Learn more about your ad choices. Visit megaphone.fm/adchoices

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

    Play Episode Listen Later Oct 17, 2025 64:02


    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 (worked with Michael in the DoD, now at CSET). The book that Mike recommended is free to download online! https://history.army.mil/portals/143/Images/Publications/catalog/30-4.pdf Outtro Music: The Shirelles, Soldier Boy 00:00 Gaza and the Middle East Peace Process 06:26 US-Latin American Policy and Military Engagement 10:38 AI and Nuclear Weapons: A Seductive Analogy 17:47 Nuclear Energy vs. AI: Lessons in Governance 20:02 The Future of AI in Military Operations 31:46 Transforming Military Lessons with AI 37:38 Operational Surprise and Historical Context 45:55 Social Acceptability of Military Technologies 57:59 Ethics and Accuracy in AI Warfare Learn more about your ad choices. Visit megaphone.fm/adchoices

    Tarun Chhabra on the Stakes of AI Competition

    Play Episode Listen Later Oct 15, 2025 67:19


    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. Today, our conversation covers… Why the US needs to maintain an advantage in the race for AI development against China, Whether the US's AI industry is prepared for future competition from China, The lawyers vs. engineers debate, and what the US needs to build AI supply chains, How government and industry can work together to across the AI development process. Outro music: Stephen Wilson Jr. - Stand By Me (Live at The Print Shop) (YouTube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices

    Anduril's Christian Brose on the Dangers of Unseriousness

    Play Episode Listen Later Oct 13, 2025 89:21


    Chrisian Brose is the Chief Strategy Officer at Anduril Industries. He's been at the forefront of the debate about how America needs to change in order to win a future war against a high-tech adversary like China. He's the former staff director for the Senate Armed Services Committee and the author of the essential book, The Kill Chain: Defending America in the Future of High-Tech Warfare. We discuss: Why the U.S remains dangerously vulnerable to low-cost drone attacks and what it would take to get serious about defending the homeland, How bureaucratic logjams and budget dysfunction stall America's adoption of counter-drone and other critical defenses, What the Ukraine war reveals about the future of warfare and what the US has yet to learn from it, Why confidence in American technological superiority is misplaced, and why state-of-the-art weapons may not guarantee a quick or decisive war, How humans will make military decisions in the age of AI. Outro music: Kay Kyser - Praise The Lord And Pass The Ammunition (YouTube Link) Gracie Fields - Thing-Ummy-Bob (That's Going To Win The War) (YouTube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices

    EMERGENCY POD: China's Rare Earth Export Controls

    Play Episode Listen Later Oct 9, 2025 57:10


    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 Music: Paul Simon, Diamonds on the Soles of Her Shoes https://www.youtube.com/watch?v=FAb2Mu0CRk4 Learn more about your ad choices. Visit megaphone.fm/adchoices

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

    Play Episode Listen Later Oct 8, 2025 88:28


    Last week, Jensen Huang said that China is “nanoseconds behind” the US in chipmaking. Is he right? Today, Chris McGuire joins ChinaTalk for a US-China AI hardware net assessment. Chris spent a decade as a civil servant in the State Department, serving as Deputy Senior Director for Technology and National Security on the NSC during the Biden administration and back at State for the initial months of Trump 2.0. Today, our conversation covers: Huawei vs Nvidia, and whether China can compete with US AI chip production, Signs that chip export controls are working, Why Jensen is full of it when he says China is “nanoseconds behind” What sets AI chips apart from other industries China has indigenized, How the US has escalation dominance in a trade war with China, and the significance of BIS's 50% rule, Chris's advice for young professionals, including why they should still consider working in government. Outtro Music: Abao Uduli https://open.spotify.com/track/176BwQLW0IGc2mhkkMe0yH Learn more about your ad choices. Visit megaphone.fm/adchoices

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

    Play Episode Listen Later Oct 6, 2025 61:10


    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 megaphone.fm/adchoices

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

    Play Episode Listen Later Oct 3, 2025 67:36


    At long last, Jeff Alstott, the fairy godfather of DC AI policy, joins the show. He's the founding director for RAND's center for technology and security policy, TASP, worked at NSC, NSF and IARPA, and has a PhD in complex networks. Learn more about your ad choices. Visit megaphone.fm/adchoices

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

    Play Episode Listen Later Oct 1, 2025 51:25


    for better or worse, the first ep on chinatalk feed I had to put an explicit tag on... Learn more about your ad choices. Visit megaphone.fm/adchoices

    falls intel nvidia dumbest captures transistor radio slop city
    Second Breakfast: The Future of Intelligence

    Play Episode Listen Later Sep 29, 2025 83:13


    Anthony Vinci, former CTO of the National Geospatial-Intelligence Agency and author of the upcoming book The Fourth Intelligence Revolution, joins as Second Breakfast's first ever guest. Outtro Music: Otis Redding, Something is Worrying Me https://www.youtube.com/watch?v=g2ughAT80R8 Learn more about your ad choices. Visit megaphone.fm/adchoices

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

    Play Episode Listen Later Sep 25, 2025 71:29


    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: https://www.youtube.com/watch?v=ujC4p7mf0XE&ab_channel=Release-Topic Learn more about your ad choices. Visit megaphone.fm/adchoices

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

    Play Episode Listen Later Sep 19, 2025 67:32


    back at it again Outtro Music: Boys of the Old Brigade, Wolf Tones https://www.youtube.com/watch?v=FoQBXgbVVT4&ab_channel=rebelsongs Book: https://www.rutgersuniversitypress.org/child-soldiers-in-the-western-imagination/9780813563701/ Learn more about your ad choices. Visit megaphone.fm/adchoices

    Nate Silver on AI, Politics, and Power

    Play Episode Listen Later Sep 18, 2025 79:54


    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 paying the bills with writing, Impact scenarios for the AI future, including how AI could impact elections and political decision-making, The emerging synergy between prediction markets and journalism, and how Nate would build a team of professional Polymarket traders, How to build a legacy, and strategies for balancing long-form and short-form projects, Nate's hypothetical plan to reform US institutions, and how that compares with real-world prospects for creating political change over the long term. Outro Music: 動物園釘子戶 (Zoo Gazer) - 大大大大大象 (YouTube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices

    MP Materials, Intel, and Sovereign Wealth Funds

    Play Episode Listen Later Sep 16, 2025 61:53


    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 America. To discuss, ChinaTalk interviewed Daleep Singh, former Deputy National Security Advisor for International Economics, now with PGIN; Arnab Datta, currently at Employ America and IFP; and Peter Harrell, former Biden official and host of the excellent new Security Economics podcast. Today, our conversation covers: Why critical mineral markets are broken, How China achieved rare earth dominance, The history of rare earth mining and refinement in the US, What the MP Materials deal does, and whether it can succeed, The key ingredients for successful industrial policy, with case studies including a Strategic Resilience Reserve, a US sovereign wealth fund, and support for Intel. Outro music: Ornaments Of Gold - Siouxsie And The Banshees (YouTube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices

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

    Play Episode Listen Later Sep 14, 2025 77:20


    We're going weekly. Outtro music: https://www.youtube.com/watch?v=Uk18bFIgOS4&ab_channel=ThereIRuinedIt Learn more about your ad choices. Visit megaphone.fm/adchoices

    The Robotics Revolution

    Play Episode Listen Later Sep 12, 2025 86:55


    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. In our conversation today, we discuss… What makes a robot a robot, and what makes robotics so difficult, The promise of robotic foundation models and strategies to overcome the data bottleneck, Why full labor replacement is far less likely than human-robot synergy, China's top players in the robotic industry, and what sets them apart from American companies and research institutions, How robots will impact manufacturing, and how quickly we can expect to see robotics take off. O*NET's ontology of labor: http://onetcenter.org/database.html ChinaTalk's Unitree coverage: https://www.chinatalk.media/p/unitree-ceo-on-chinas-robot-revolution Robotics reading recommendations: Chris Paxton, Ted Xiao, C Zhang, and The Humanoid Hub on X. You can also check out the General Robots and Learning and Control Substacks, Vincent Vanhoucke on Medium, and IEEE's robotics coverage. Today's podcast is brought to you by 80,000 Hours, a nonprofit that helps people find fulfilling careers that do good. 80,000 Hours — named for the average length of a career — has been doing in-depth research on AI issues for over a decade, producing reports on how the US and China can manage existential risk, scenarios for potential AI catastrophe, and examining the concrete steps you can take to help ensure AI development goes well. Their research suggests that working to reduce risks from advanced AI could be one of the most impactful ways to make a positive difference in the world. They provide free resources to help you contribute, including: Detailed career reviews for paths like AI safety technical research, AI governance, information security, and AI hardware, A job board with hundreds of high-impact opportunities, A podcast featuring deep conversations with experts like Carl Shulman, Ajeya Cotra, and Tom Davidson, Free, one-on-one career advising to help you find your best fit. To learn more and access their research-backed career guides, visit 80000hours.org/ChinaTalk. To read their report about AI coordination between the US and China, visit http://80000hours.org/chinatalkcoord. Outro music: Daft Punk - Motherboard (⁠YouTube Link⁠) Learn more about your ad choices. Visit megaphone.fm/adchoices

    Emergency Pod: US-India-China Meltdown

    Play Episode Listen Later Sep 8, 2025 62:13


    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 the hell is happening in the trilateral relationship. Outtro music: Chalte Chalte Title Song | Abhijeet, Alka Yagnik | Shah Rukh Khan, Rani Mukherjee https://www.youtube.com/watch?v=rkOakcMqJ-8&ab_channel=T-SeriesBollywoodClassics Learn more about your ad choices. Visit megaphone.fm/adchoices

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

    Play Episode Listen Later Sep 5, 2025 67:55


    Our third defense pod, I guess we're really doing it now. Like and subscribe if you're just here for our Civil War coverage. Guests include: Tony Stark, Army vet who writes https://www.breakingbeijing.com/ Justin McIntosh, former Green beret who writes https://justinmc.substack.com/ Eric Robinson, lawyer and Army vet who spent time in OSC, JSOC and the NCTC Outtro Music: After going through twenty different John Brown's Body recordings this one was my favorite, an acapela rendition by Deborah Anne Goss https://open.spotify.com/track/20id0r7ZlSIFxKifoEFlfC?si=0d2a59f7dfe142fa Learn more about your ad choices. Visit megaphone.fm/adchoices

    Claim ChinaEconTalk

    In order to claim this podcast we'll send an email to with a verification link. Simply click the link and you will be able to edit tags, request a refresh, and other features to take control of your podcast page!

    Claim Cancel