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Jordan Schneider, Dylan Patel, and Jordan Nanos of SemiAnalysis record an emergency pod after Jensen Huang’s resignation as Nvidia CEO. We discuss:
Why Jensen’s exit could become cover for “really stupid laws” — and why Dylan backs the MATCH Act but thinks RASA is a mistake.
The game theory of remote access: renting compute to Chinese firms as margin capture...
To make sense of it we have Chris McGuire, senior fellow for China and Emerging Technologies at the Council on Foreign Relations and a former NSC Deputy Senior Director for Technology and National Security.
We discuss…
The May 2025 decision that made Megaspeed possible — Commerce stopped enforcing the Biden-era lice...The gang returns and rebrands!
Note: we recorded this Friday afternoon, before the FT reported that '
US believes Nvidia’s Huang had romantic relationship with alleged Chinese spy
Kevin Xu of Interconnected, Matt Kle...
Joining me for WarTalk’s post-midterms edition are regulars Bryan Clark of the Hudson Institute, Special Forces veteran Justin McIntosh, and former House staffer Tony Stark.
We discuss…
Why Iran holds the cards now — a blockade too slow for the White House’s clock, half the deployed Navy pinned down, and Tehran’s likely asks, fro...You can read a translation into English of this interview here: https://www.chinatalk.media/p/how-to-make-fun-of-chinese-ai
Xianyu (咸鱼), the writer behind 葬AI — “Funeral AI” — produces some of the best satire out there about China’s AI industry. ChinaTalk Substack readers may rem...