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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, 2 months 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, 2 months 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, 2 months ago
Tech Bros vs MAGA, Immigration, and Whether Tiger Parents Will Win Cold War 2.0
To discuss the Christmas Day MAGA civil war over H1Bs and the future of US immigration policy, ChinaTalk interviewed Divyansh Kaushik, a computer sci…
1 year, 2 months ago
China's Best Music of 2024
Jake Newby is the author of Concrete Avalanche, a free newsletter about music from China. You might remember Jake from the Chinese shoegaze election …
1 year, 2 months ago
AI Geopolitics in o3's Age with Chris Miller + Lennart Heim
Chris Miller of Chip War and Lennart Heim of RAND check in on the geopolitics of AI. We explore:
Chinese labs' algorithmic progress (surprising to ev…1 year, 2 months ago
Chinese Pop Culture in 2024
We’ll be getting into the biggest tv show of 2024, a celebrity road trip “will they or won’t they divorce” show which is just as big of a hot mess as…
1 year, 2 months ago
Top AI Stories of 2024/2025 + How to Train a Model with Nathan Lambert
Nathan Lambert of the excellent https://www.interconnects.ai/ newsletter and the Allen Institute joins the pod for a rundown of the biggest AI storie…
1 year, 3 months ago
EMERGENCY POD: Biden's Final Export Controls Misfire?
Commerce released its much-anticipated chip export-control updates yesterday, December 2. But today's guests are unimpressed.
But are we right to have…
1 year, 3 months ago
SemiAnalysis on Top Chip Stories of 2024
Dylan Patel, Doug O'Laughlin, Jon from Asianometry and I all chat the biggest semiconductor stories of the year. We get into energy demands for datac…
1 year, 3 months ago