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SemiAnalysis + Asianometry on the AI Mandate of Heaven
Dylan Patel and Doug O'Laughlin (SemiAnalysis), Jon from Asianometry and I have way too much fun talking hyperscaler capex, the AI mandate of heaven …
11 months, 1 week ago
Anthropic's Dario Amodei on AI Competition
Dario Amodei is the CEO of Anthropic. In today’s interview, we discuss…
Whether an AI innovation race is inevitable between the US and China, How the…11 months, 1 week ago
DeepSeek: What It Means and What Happens Next
Kevin Xu of Interconnected and Interconnected Capital and I knock it out of the park with a roundup episode exploring:
What DeepSeek does and doesn't…11 months, 2 weeks ago
EMERGENCY POD: DeepSeek R1 and the Future of AI Competition with Miles Brundage
Miles Brundage, a six year OpenAI vet who ran its Policy Research and AGI readiness arms, discuss why all your deepseek takes are so terrible.
Outtro …
11 months, 3 weeks ago
Patents and National Power
What makes some countries more innovative than others? What role do intellectual property rights play in building national power? Does Elon Musk real…
11 months, 3 weeks ago
ChinaTalk in the Year of the Dragon + What Comes Next
Here's a best-of playlist for 2024: https://open.spotify.com/playlist/3yexkG2kvPlq68B22pjOWw?si=da3d1cf64dfe4a2ci
Outtro Music: Дили-дили (Dili-dili) …
11 months, 3 weeks ago
Noah Smith: Trump 2.0's Impact on Asia + The New Tech Right
Our guest today is economist Noah Smith, who made time for an in-person interview during his recent trip to Taiwan. He runs the Noahpinion substack…
11 months, 4 weeks ago
yup, more export controls....foundry, DRAM, and reflections
Greg Allen of CSIS and I are tired! We go through today's new export controls to stop TSMC from fabbing Huawei chips, some DRAM revisions, and discus…
1 year ago
EMERGENCY POD: AI Diffusion Export Controls
Biden last export control, for real this time! Who does and doesn't get to build datacenters under this new regulation?
To discuss, we brought on RAND…
1 year ago
Amb. Burns Reflects from Beijing
Can diplomatic charisma prevent crises from escalating? Does the CCP feel conflicted about aligning with the likes of Iran and North Korea? What’s th…
1 year ago