ChinaTalk

TSMC is taking on Arizona. How's it going? To discuss, ChinaTalk interviewed Viola Zhou, journalist at Rest of World. She has published pieces on Foxconn's quest to make iPhones in India and most recently, a gripping feature about the cultural challenges that TSMC is facing trying to manufacture semiconductors in the USA. Throughout her story, we get a peek into a world of rigid hierarchies, Ameri...

India’s elections are underway! What does the future hold for the world’s largest democracy? Will the election results impact India-China relations? What about India-US relations? To discuss, ChinaTalk interviewed Dr. Raja Mohan, Director of the Institute of South Asian Studies at the National University of Singapore. Co-hosting today is James Crabtree, author of The Billionaire Raj. We get into:...

Ryan Takeshita is the Chief Global Editor at PIVOT, a new media outlet in Japan focused on the emerging startup scene. We get into: A stroll through recent economic history leading to today's 'boom times' Why more people are looking to leave traditional occupations for insurgent firms Challenges around demographics and immigration Outtro Music: Idol by Yaosobi https://open.spotify.com/track/1hAloW...

To learn about Japan’s new economic national security policy, export controls, chip policy, lessons from history, and even space policy, we interviewed Kazuto Suzuki. Suzuki-san is a professor at the University of Tokyo. He serves as an advisor to Japan’s Ministry of the Economy, Trade, and Industry (METI) as well as advising Japan’s space program. He served on the UN Security Council's Iran Sanct...

Just minutes after the Taiwan earthquake yesterday, Dylan Patel of SemiAnalysis, Doug O'Laughlin of Fabricated Knowledge, Jon of Asianometry and yours truly had a brief hang where we got into: Intel's process progress and rocky financial road ahead Reflections out of GTC Jensen's galaxy brain Photo of the woman who saved Intel, Dr. Ann Kelleher, General Manager of Foundry Technology Development. O...

Straight from Tokyo, Japan: an exclusive with Amb. Rahm Emanuel. Before his current posting as US ambassador to Japan, Rahm served as a senior advisor to Bill Clinton, multiple terms in the US House of Representatives, Obama’s first chief of staff, and the mayor of Chicago. If nothing else, you can count on his gloves-off, no-holds-barred approach to politics — and he’s been no different when it c...

Biotech. What is it? Why should you care? Does biotech really matter for national security? What are China’s biotech ambitions? To find out, ChinaTalk interviewed Jason Kelly, the Chair and Vice Chair of the National Security Commission on Emerging Biotechnology. Jason is the Co-Founder and CEO of Ginkgo Bioworks, a publicly traded firm that provides a horizontal platform for cell programming. Mic...

Is Congress for real this time? To discuss the US domestic politics of the dramatic rollout and broader social, national, and geopolitical implications of the House's passage of a bill that would force Bytedance to divest from TikTok US, Ben Smith of Semafor joins the podcast. Outtro music: Olivia Rodrigo - Deja Vu 【Sped Up & reverb】 (youtube.com) The Platters - Only You - Lyrics - YouTube Learn...

How do you stand up an effective national AI project? Is the world prepared for the Reformation-level societal change AI could bring? Matt Clifford, according to Politico Britain’s most powerful tech adviser, joins ChinaTalk to discuss! He served as Prime Minister Sunak's sherpa for the UK AI Summit, chairs ARIA, the UK's answer to DARPA, and co-founded Entrepreneur First, a startup incubator with...

Chinese Doomscroll, which faithfully records happenings from the wild west that is Weibo (China’s Twitter/X equivalent), won the ChinaTalk award for best China-focussed Substack on 2023. Today we have on the brain behind the newsletter: Molly, who’s been doomscrolling for us since early 2023. We discuss: Why Weibo keeps Molly up at night; Chinese elementary school kids’ academic prowess; How socia...

How can AI change diplomacy? To discuss the State Department’s options for AI integration, we interviewed the State Department's Deputy Chief Data and AI Officer, Garrett Berntsen. He served as an officer during two tours in Afghanistan and recently rotated off the NSC. He's optimistic diplomacy can be more effective with comprehensive, timely, and accurate data-driven analysis, and that AI will b...

Why can India design chips with the best of them but has completely failed to develop fabs, much less a broader electronics industry? To discuss, I have on Pranay Kotasthane, former chip designer at TI and Qualcomm who now works at the Takshashila Institution and is the author of the new book When the Chips are Down. Chris Miller of Chip War cohosts. We get into: How the political economy of techn...

What does it take to train a frontier model? What's the know-how, the secret sauce that makes firms lets OpenAI and Deepmind push the limits of what's possible? How much are Chinese firms benefitting from western open source, and in the long term is it possible for western labs to maintain an edge? The hosts of the excellent Latent Space podcast, Alessio Fanelli of Decibel VC and Shawn Wang of Smo...

Matt Pottinger reported for years out of China, served as a US Marine Corps intelligence officer in Iraq and Afghanistan, and held several senior roles on Trump's NSC , concluding his time in the White House as the Deputy National Security Advisor. Today, Matt chairs the China Program at the Foundation for the Defense of Democracies. In this interview, we discuss: How Matt expects a second Trump a...

Heart attacks, prostate cancer, Jake Sullivan awake for a home invasion attempt at 4 AM because he was just up working on a random Tuesday night? Is the national security bureaucracy in America unwell? To discuss, I have on today John Gans, a former Pentagon speechwriter, who’s had many, many other jobs in Washington. He is also the author of the fantastic “White House Warriors,” a history of the...

Kharis Templeman, research fellow at Stanford’s Hoover Institution, returns to ChinaTalk to break down the recent Taiwan elections, held on January 13. We discuss: The lack of surprises in the election results, the subdued vibes during the campaign, and contrasts between local perspectives and foreign media narratives. Why the KMT failed to win the presidency, notwithstanding voter dissatisfaction...

How did the US Navy evolve over the first half of the 20th century from a bunch of unschooled violent sailors who couldn't shoot straight to the world's largest and most technologically advanced fighting force? What lessons around organizational design can we learn from this transformation? Trent Hone, author of Learning War and Mastering the Art of Command, joins to discuss. Outtro Music: A selec...

How did Lai win, what does China think, and what’s at stake for the DPP? ChinaTalk editor Nicholas Welch reads his latest recap of the 2024 Taiwan elections: https://www.chinatalk.media/p/taiwan-election-results-how-lai-won Subscribe to the newsletter! https://www.chinatalk.media Outro music: https://www.youtube.com/watch?v=4JV9ayVWYr8 Learn more about your ad choices. Visit megaphone.fm/adchoices

Should AI be more open or closed? What does it mean to be open, anyway? And can France overtake China in AI?? Today I'm running a crossover episode with the Retort AI, hosted by AI Ethicist Tom Gilbert and Nathan Lambert who writes the fantastic https://www.interconnects.ai/ newsletter covering technological advancements in machine learning. Outtro Music: Bela Fleck et al, Bahar https://open.spoti...

New year, new PilotTalk! Ben Smith, editor-in-chief of Semafor, joins Jordan and editor Irene to watch Chinese and Taiwanese TV shows. Ben’s favorite genre is crime and police dramas, and we cover the following new-ish releases: A Date With The Future 照亮你 (2023, mainland): Romance where a firefighter falls in love with a journalist! **Ordinary Greatness** 警察荣誉 (2022, mainland): Sitcom about...

Margaret Palmieri is the Deputy Chief Digital Artificial Intelligence Officer. I had her on to dicusss: Innovation vs diffusion in the DoD context Data issues making her life difficult How CDAO sources and tests ideas for implementing AI into different corners of the kill chain Thanks to the Andrew Marshall Foundation and the Hudson Institute’s Center for Defense Concepts and Technology for bringi...

Jake Newby of the substack Concrete Avalanche with an end of year ChinaTalk takeover! Here's his accompanying year in review post https://jakenewby.substack.com/p/2023-in-review?utm_source=activity_item Tracklist: Intro: 'Lost in China' (excerpt) – Tation 天声 (self-released) This 'postmodernist rock band from Tibet' produced some of their best work to date on the remarkable Illusions of the New E...

80 episodes and 145 newsletters later, we've made it through my first year working on ChinaTalk full time. Editor Ryan Hauser hosts a review episode where we reflect on the past year, get into my production function, what I think the point of all of this is, and how I expect to evolve ChinaTalk in 2024. Please get in touch! I'm at jordan@chinatalk.media Here's my cause exploration essay: https://f...

Brad Setser, fellow at CFR who spent a year during the Biden Administration in USTR, joins ChinaTalk to discuss: China's long term growth trajectory and implications for national power Zambia debt negotiations and Argentina's dollarization When strategic trade policy can make sense Panda export controls Sign up here for international intrigue! https://www.internationalintrigue.io/?utm_source=china...

Kevin Xu of https://interconnect.substack.com/ and I run down our top five stories of the year in US-China tech. We get into: The eternal chip war The battle for AI model supremacy EV competition Venture investing in China PDD and Temu's rise TikTok's impressive resilience Here's ChinaTalk's attempt to benchmark Chinese models https://www.chinatalk.media/p/putting-chinas-top-llms-to-the-test Outtr...