ChinaTalk

Beijing just announced a persistent Coast Guard patrol east of Taiwan, the administration is calling arms sales a "bargaining chip," and the NDS doesn't mention Taiwan at all. Is deterrence in the Strait quietly coming apart?Randy Schriver is Chairman of the Institute for Indo-Pacific Security (the successor to Project 2049), current chair of the US-China Economic and Security Review Commission,...

We cover: How the Iran War has exposed vulnerabilities in the semiconductor industry’s chemical supply chains. The chemistry behind chip manufacturing — why advanced semiconductors depend on toxic, explosive, and highly reactive chemicals and why some are purified to levels measured in parts per trillion. How China went from virtually no semiconductor-gas industry to the ability to supply almost...

Robots are here, and they’re going to change the world, with Unitree currently in pole position. Joining me to discuss are Niko Ciminelli, longtime SemiAnalysis advisor, robot kid and VC along with Reyk Knuhtsen, robotics lead at SemiAnalysis. Lily Ottinger cohosts.Our conversation covers: Why robots are the real general-purpose technology because, for the first time in history, we can decouple...

Welcome to another installment of the ChinaTalk radio show! Today, we’re diving into Taiwan’s war on green energy. Shenanigans abound in this episode, including: The lights-out scenario — Taiwan only holds 11 days of LNG reserves, and 97% of the island's energy is imported, but the ruling party phased out nuclear and botched the renewable rollout anyway. The offshore wind graveyard — how...

Jack Murphy — former special forces and Ranger Regiment, co-founder of The Team House, and author of the new novel The Most Dangerous Man — joins WarTalk to talk about the strangest corners of special operations history and what the war on terror generation does next. Jordan is joined by hosts Tony Stark, Justin, and Bryan Clark.We discuss… Why the military selects its generals like a company...

Earlier this year, we ran an essay contest on economic security. We gave entrants two prompts: What are the most important high level KPIs that policy should aim for? What is the analogy of the Fed’s ’2% inflation and full employment’ target for economic security? Where today would you put $10-50bn to get the most for your investment in economic security? Feel free to propose both defensive and...

To discuss, we have Farrell Gregory, a researcher at the Foundation for American Innovation and winner of ChinaTalk’s Economic Security essay competition, and Joris Teer, a policy analyst at the EU Institute for Security Studies who authored Beijing’s critical raw material weapon – and how to dismantle it. Co-hosting is ChinaTalk’s Aqib Zakaria.Our conversation covers... China’s critical mineral...

Ely Ratner, former Assistant Secretary of Defense for Indo-Pacific Security Affairs and now a principal at the Marathon Initiative, joins Jordan, Bryan Clark, and Justin to make sense of the Iran ceasefire and where US-China competition goes next.We discuss: Why the MOU reads as a loss: the blockade comes down first, Iran keeps its missiles and its "nuclear dust," and a younger, harder regime...

AI will make ideas cheap. What does that mean for sicence?Charles Yang is a fellow at Renaissance Philanthropies and writes about AI and science here: https://republicofscience.substack.com.We discuss… Why AI will crack math but not science, and what Mendel's peas sitting ignored for 60 years says about a model that's smarter than everyone Why China never caught the West's lone-genius bug, and...

Chris McGuire, former civil servant in State and the Biden White House now at CFR, talk about the export control craziness of these past two weeks.We discuss: The 5:21 PM letter that took the world's most powerful model offline Why the "let it rip" administration pivoted to mandatory AI regulation overnight The incoherent export-control regime: regs that still say one thing while policy says...