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Second Breakfast: Habemus NDAA!
Second Breakfast: Habemus NDAA!

We've got a full house with Tony, Justin and Eric today. We get into:

The hottest NDAA takes on the airwaves (DFC, OSC, AUKUS, Taiwan, contested l…

6 months, 1 week ago

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Overfit: NeurIPS Vibes, Research Doesn't Matter, OpenAI Cooked?

Nathan and Jasmine debrief from NeurIPS San Diego, where we of course threw the best party.

outtro music: we're on a boat https://suno.com/s/dkulmuR…

6 months, 1 week ago

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Emergency Pod: H200s to China with Dmitri Alperovich
Emergency Pod: H200s to China with Dmitri Alperovich

It's never over with Trump...Dmitri Alperovich of the Silverado Policy Accelerator comes on to discuss Trump's decision to allow the export of H200s …

6 months, 1 week ago

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Second Breakfast: Trump's National Security Strategy + Hegseth's Second Strike
Second Breakfast: Trump's National Security Strategy + Hegseth's Second Strike

First half on the national security strategy you can read here https://www.whitehouse.gov/wp-content/uploads/2025/12/2025-National-Security-Strategy.…

6 months, 2 weeks ago

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Helen Toner Takes the CSET Reins

It's think tank director week at ChinaTalk! Helen Toner of CSET kicks us off to talk through where she's planning on taking the storied organization.…

6 months, 2 weeks ago

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The Future of Secure Telecom

In the wake of Salt Typhoon, what does the future of secure telecom look like?

To find out, ChinaTalk interviewed John Doyle, a former Green Beret wh…

6 months, 3 weeks ago

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Transistor Radio: OpenAI Loses the Mandate, Railroad Bubble = AI Bubble
Transistor Radio: OpenAI Loses the Mandate, Railroad Bubble = AI Bubble

Doug, Dylan, and Wei of SemiAnalysis join me (Jon was sleeping at 5AM taiwan time...) for a pre-holiday get together.

01:00 AI Mandate--OpenAI slippi…

6 months, 3 weeks ago

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Second Breakfast: Witkoff and Putin's Peace Deal
Second Breakfast: Witkoff and Putin's Peace Deal

Eric Robinson, Justin Mc, Tony Stark and I talk China's sushi ban, Witkoff's peace plan, Jake Sullivan, William Manchester's absurd memoir

Here's the…

7 months ago

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The Z.ai Playbook
The Z.ai Playbook

Zixuan Li is Director of Product and genAI Strategy at Z.ai (also known as Zhipu 智谱 AI). The release of their benchmark-topping flagship model, GLM 4…

7 months ago

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Jake Sullivan on Playing the Long Game

After five long years since ⁠his last ChinaTalk appearance⁠, Jake Sullivan returns to the show!

We discuss…

Sullivan’s experience managing crises,…

7 months ago

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