Episodios

  • Are We Cooked? Q2 Check In

    Are We Cooked? Q2 Check In
    Jun 29 2025
    Is America cooked? We check in on what clarity the past three months have given us on the long term dynamic between the US and China. Guests include: Peter Harrell, former Biden official who hosts the Security Economics podcast (https://podcasts.apple.com/us/podcast/security-economics/id1794022711) Matt Klein of the https://theovershoot.co/ substack Kevin Xu of the https://interconnect.substack.com/ subsctack Outtro music: Emitt Rhodes, Textile Factory, 1970 https://open.spotify.com/track/1JO2jo0Cyg75mmCFlSW2bB?si=1706c809e80b4bd4 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    58 m
  • Doug, Dylan and Jon on Lip-Bu, Labubu, AI Salaries, and Bees

    Doug, Dylan and Jon on Lip-Bu, Labubu, AI Salaries, and Bees
    Jun 26 2025
    Also, somehow, the Third Temple, twink human sacrifice for the AI labs, and the SemiAnalysis Desi Waifu 3000. Outtro Music (sounded like a let's get dylan a girlfriend prayer to me?) Finding Her, Kushagra, Bharath, Saaheal. https://www.youtube.com/watch?v=PZtSnQBsBW0 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    52 m
  • Apple in China

    Apple in China
    Jun 24 2025
    Patrick McGee is the author of Apple in China: The Capture of the World’s Greatest Company. Our discussion led us through a detailed history of Apple’s relationship with China, where iPhone manufacturing became a project of nation-building. Cohosting today is Kyle Chan of the High Capacity Substack. Today, our conversation covers: Why Apple moved production to China in the 1990s, and why it struggles to leave, How Apple’s obsession with perfection catalyzed China’s industrial upgrading, The political side of production in China, including how Apple’s relationship with the Chinese authorities has evolved over time, The rise of Foxconn and other partners in Apple’s network, Fun anecdotes about Apple’s management style, including the “Divorce Avoidance Program.” Read ChinaTalk's article China's AR glasses market here. Outro music: Apple Blossom — The White Stripes (YouTube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 h y 11 m
  • The House of Huawei

    The House of Huawei
    Jun 17 2025
    Eva Dou is the author of The House of Huawei, an excellent book covering the personal, economic, and geopolitical arc of Huawei, China’s most important company. We discuss… The life of Huawei’s founder, Ren Zhengfei, who rose from Cultural Revolution disgrace to become one of China’s richest businessmen, How Ren built Huawei, and what makes their corporate culture unique, Huawei’s strategic entry into developing and high-risk markets like Libya, Iraq, and Iran, and whether the controversial deal with the UK is a threat to national security, How Huawei outcompeted Chinese state-owned telecom companies and eventually achieved national champion status, How Ren’s personal interest in foreign art, music, and architecture advances Huawei’s market share. Co-hosting today is Kyle Chan, a postdoc at Princeton and author of the High Capacity Substack. Outro music: Back Fire - Annabel Yao (YouTube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 h y 16 m
  • Can Donors Save Science?

    Can Donors Save Science?
    Jun 12 2025
    Renaissance Philanthropy — in my opinion, the most exciting S&T philanthropic venture in the US — is getting a one-year check-in. Kumar Garg first appeared on the show right before I went on paternity leave, and now we’re back for round two. Before founding Renaissance Philanthropy, Kumar worked in the Obama Office of Science and Technology Policy and spent time at Schmidt Futures. We discuss… How Renaissance ⁠catalyzed⁠ over $200 million in philanthropic funding in its first year, The goals of the organization and how it has responded to Trump’s S&T funding cuts, What sets Renaissance apart from traditional philanthropic organizations, and lessons for China-focused research foundations, AI applications in education, from tutoring to dyslexia screening, Donor psychology, “portfolio regret,” and how to build trust within a philanthropic network. Thanks to ElevenLabs for sponsoring this episode. Check out the ElevenReader text-to-speech app here. Outro music: Mercy, Mercy, Mercy - Cannonball Adderley (YouTube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 h y 18 m
  • Josh Wolfe on Elon v. Trump, R&D, Immigration

    Josh Wolfe on Elon v. Trump, R&D, Immigration
    Jun 7 2025
    Josh Wolfe of Lux Capital joins ChinaTalk to talk: Elon, Trump and the tech right The future of the R&D base and importance of immigrants Why short videos aren't terrible after all? Philanthropy and books Read the social history of the machine gun! Outtro Music: Youba by The Sway Machinery and Khaira Arby https://www.youtube.com/watch?v=cYNUm4UfoAs Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 h y 14 m
  • Dylan, Doug, Jon on AI Mandate of Heaven + Ezra Beef

    Dylan, Doug, Jon on AI Mandate of Heaven + Ezra Beef
    Jun 4 2025
    Two weeks in a row what has gotten into us. Jordan tries to save the NSF and immigrant visas with an AI researcher letter Our quarterly AI mandate of heaven update (there's been alot of movement!) Dylan makes bad slop jokes The Ezra Klein/Dylan Patel beef begins We recommend the amazing book Mitsui: Three Centuries of Japanese Business Outtro music: באמפרים” (pronounced Bam-pe-rim, roughly “Bumpers”) by the Israeli hip-hop duo Ness & Stilla, 2024 https://open.spotify.com/track/3FihyZ7YA7vrNiSUfWww10?si=9817a9122faf4b08 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    50 m
  • Doug, Dylan and Jon on Nvidia + Saudi/UAE

    Doug, Dylan and Jon on Nvidia + Saudi/UAE
    May 29 2025
    Dylan bonds with Nvidia's CFO and I try to keep the GPUs in actual democracies. Outtro Music: FaceTime, Karencici, 2018. https://open.spotify.com/track/2PNDZp0ultOJrQL4AVENPO?si=46cdf72cdffb40a3 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    33 m