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Will Everyone Get Nukes Now?
What is Trump doing to extended deterrence?
I got Polymarket to create a market on whether a US ally will acquire nuclear weapons in 2025. It’s curr…
1 year, 1 month ago
Allied Scale: Rush Doshi on US-China Net Assessment
Rush Doshi (CFR, Biden NSC, author of the excellent The Long Game) and I run through the US-China tale of the tape. The future of America's relations…
1 year, 1 month ago
Chips: Liberated? Trump’s Semis Tariff Gambit
Bill Reinsch of CSIS and the Trade Guys podcast with Jay Goldberg of Digits and Dollars and the Circuit podcast join to dicuss Trump's tariff impact …
1 year, 2 months ago
Breaking Huawei + Tariffs Done Right with SemiAnalysis and Asianometry
Dylan Patel is a man on a mission. We get into how:
Huawei is giving NVIDIA a run for their money What USG needs to do about it What smart semiconduc…1 year, 2 months ago
Breaking Beijing: Military Competition with Tony Stark
Does America still have what it takes to stand up to China? Does short-term military readiness trade off with long-term strategy? What does the US ne…
1 year, 2 months ago
GreatDepressionTalk with SemiAnalysis and Asianometry
Doug gives his "we're heading for the end of the dollar-based world order" take.
Dylan has no idea what he's talking about when it comes to macro or …
1 year, 2 months ago
EMERGENCY POD: Are We Cooked?
Kevin Xu of https://interconnect.substack.com/, Matt Klein of https://theovershoot.co/, and Peter Harrell, Biden's U.S. White House as senior directo…
1 year, 2 months ago
EMERGENCY POD: Liberation Day with Tanner Greer of Scholarstage
Tanner Greer of Scholar's Stage and I try to make sense of Liberation Day, the intellectual underpinnings of Trump's team, and what it all means for …
1 year, 2 months ago
The Soviet Cold War Machine: Inside the Sino-Soviet Rivalry
Welcome to part two of our series on Cold War history with Sergey Radchenko. Here’s part one.
In today’s interview, we discuss…
Khrushchev’s removal f…1 year, 2 months ago
Superintelligence Strategy with Dan Hendrycks
Is there a stable state the US and China can hope for on the road to AGI?
To discuss we have on today Dan Hendrycks. A CS PhD, Dan runs the Center for…
1 year, 2 months ago