Dwarkesh Podcast

Arthur Kroeber is a leading researcher on Chinese tech and macro, a founding partner at Gavekal Dragonomics, and author of "China's Economy: What Everyone Needs to Know." It's the most useful, detailed resource I've found of how China actually works. On this episode, we discuss how China achieved high-tech manufacturin

Ken Rogoff is the former chief economist of the IMF, a professor of Economics at Harvard, and author of the newly released Our Dollar, Your Problem and This Time is Different. On this episode, Ken predicts that, within the next decade, the US will have a debt-induced inflation crisis, but not a Japan-type financial cri

On this episode, I chat with Victor Shih about all things China. We discuss China’s massive local debt crisis, the CCP’s views on AI, what happens after Xi, and more. Victor Shih is an expert on the Chinese political system, as well as their banking and fiscal policies, and he has amassed more biographical data on the

New episode with my good friends Sholto Douglas & Trenton Bricken. Sholto focuses on scaling RL and Trenton researches mechanistic interpretability, both at Anthropic. We talk through what’s changed in the last year of AI research; the new RL regime and how far it can scale; how to trace a model’s thoughts; and how cou

Based on my essay about AI firms. Huge thanks to Petr and his team for bringing this to life! Watch on YouTube. Thanks to Google for sponsoring. We used their Veo 2 model to make this entire video—it generated everything from the photorealistic humans to the claymation octopuses. If you’re a Gemini Advanced user, you c

Zuck on: * Llama 4, benchmark gaming * Intelligence explosion, business models for AGI * DeepSeek/China, export controls, & Trump * Orion glasses, AI relationships, and preventing reward-hacking from our tech. Watch on Youtube; listen on Apple Podcasts and Spotify. ---------- SPONSORS * Scale is building the infrastruc