ChinaTalk

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

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

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

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 convers

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 ma