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Why China's manufacturing economy is dominating — Arthur Kroeber

Why China's manufacturing economy is dominating — Arthur Kroeber



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, detail…


Published on 3 months, 1 week ago

"China is digging out of a crisis. And America’s luck is wearing thin." — Ken Rogoff

"China is digging out of a crisis. And America’s luck is wearing thin." — Ken Rogoff



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 pre…


Published on 3 months, 2 weeks ago

Why I don’t think AGI is right around the corner

Why I don’t think AGI is right around the corner



I’ve had a lot of discussions on my podcast where we haggle out timelines to AGI. Some guests think it’s 20 years away - others 2 years. Here’s where my thoughts stand as of June 2025.



Get full acces…


Published on 3 months, 3 weeks ago

Xi Jinping’s paranoid approach to AGI, debt crisis, & Politburo politics — Victor Shih

Xi Jinping’s paranoid approach to AGI, debt crisis, & Politburo politics — Victor Shih



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 C…


Published on 3 months, 4 weeks ago

Is RL + LLMs enough for AGI? — Sholto Douglas & Trenton Bricken

Is RL + LLMs enough for AGI? — Sholto Douglas & Trenton Bricken



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 i…


Published on 4 months ago

What will automated firms look like?

What will automated firms look like?



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 ge…


Published on 4 months, 3 weeks ago

Mark Zuckerberg — AI will write most Meta code in 18 months

Mark Zuckerberg — AI will write most Meta code in 18 months



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…


Published on 4 months, 4 weeks ago

Why Rome actually fell: plagues, slavery, & ice age — Kyle Harper

Why Rome actually fell: plagues, slavery, & ice age — Kyle Harper



800 years before the Black Death, the very same bacteria ravaged Rome, killing 60%+ of the population in many areas.

Also, back-to-back volcanic eruptions caused a mini Ice Age, leaving Rome devastate…


Published on 5 months ago

AGI is still 30 years away — Ege Erdil & Tamay Besiroglu

AGI is still 30 years away — Ege Erdil & Tamay Besiroglu



Ege Erdil and Tamay Besiroglu have 2045+ timelines, think the whole "alignment" framing is wrong, don't think an intelligence explosion is plausible, but are convinced we'll see explosive economic gr…


Published on 5 months, 1 week ago

AI 2027: month-by-month model of intelligence explosion — Scott Alexander & Daniel Kokotajlo

AI 2027: month-by-month model of intelligence explosion — Scott Alexander & Daniel Kokotajlo



Scott and Daniel break down every month from now until the 2027 intelligence explosion.

Scott Alexander is author of the highly influential blogs Slate Star Codex and Astral Codex Ten. Daniel Kokotajl…


Published on 5 months, 3 weeks ago





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