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The Chemicals Powering the Chip Industry Unitree and the Humanoid Robot Revolution Taiwan's War on Renewables [Fully Produced Radio Show!] WarTalk: Jack Murphy of Team House on Donahue + SOF Economic Security Megapod! Rare Earths: What is To Be Done? WarTalk with Ely Ratner on Iran War Peace + the 'BS' US-China Stalemate AI for Science! Emergency Pod: Claude Fable Fried + What's Going on at BIS? ModelTalk: Claude Fable (Nathan's pissed), is AI actually productive, advice for graduates Sen. Slotkin on NDAA, AI Nukes, Chinese Cars, and Taiwan Paul Kennedy on Great Powers, Past and Present WarTalk: The View from AFRICOM with LTG Brennan The Pope has AI Takes WarTalk: NatSec in Congress + AI Evals for War Arizona's Abundance Playbook WarTalk: Ukraine's Forward Drone Line with Rob Lee Doing Big Things in Policy: It's All White Space Trump's China Visit: Prestige on the Cheap The Stalemate Summit: Xi-Trump in the Long Sweep of US-China Relations WarTalk: Iran War 'Love Tap' Edition feat. Jack Shanahan (Audio Fixed!!) Ken Liu on AI, Daoism, and Freedom WarTalk: Still Very Much Out of Ammo! Quantum 201: US v China Quantum Industrial Base WarTalk: No Ammo for Taiwan, Polymarket, Bye Phelan, Will Driscoll Go The Distance? Sen. Chris Murphy on Corruption, China and AI Quantum 101 WarTalk: Is Mythos a Cyber Nuke? + The Blockade That Wasn't The Think Tank New Breed (IFP + FAI) Claude Mythos and National Power WarTalk: Who Won the Iran War? (Second Breakfast Rebranded...) How Ukraine Makes Drones Second Breakfast: F-15, Pete's Purges, CENTCOM Hubris, War of 1812 The American Federal Civil Service: A History Jen Pahlka on an Optimistic Vision for Government Renewal! Second Breakfast: We Negotiate with Bombs, War by Brainrot Overfit is now ModelTalk! GPU Smuggling, OpenAI Cooked? + Open Models, AI Writing Second Breakfast: Taking Kharg Island, Terrorism, Grift The Toymaker vs. the Tariffs WarTalk: AI, Nukes, Iran and Autonomous War Iran: No Save Point Why it Sucks to Work in AI in China + Open Source with Kevin Xu Software Abundance for Government With Cognition's Russell Kaplan Second Breakfast: Iran and the DIB with Fmr SECAF Frank Kendall Autonomous Weapons 101 + Anthropic v DoW Emergency Pod: Iran + Anthropic Second Breakfast: Anthropic, SecDefs being weird Lawrence Freedman on Strategy and Nuclear War Emergency Pod: SCOTUS Scraps Tariffs! Second Breakfast: Iran, Munich + European Defense Tech, Anthropic How the US Won Back Chip Manufacturing Chinese Peptides (Reported Podcast Special Edition!) Rickover’s Playbook: Building Hard Things Inside the State China's Gaming Landscape Chinamaxxing Military Revolutions with Ed Luttwak Second Breakfast: Invading Canada, Benedict Arnold, Iran EMERGENCY POD: PLA Purges Continue! Overfit: Claude Code is Everything, Trump Vibe Codes Second Breakfast: Battleships, Golden Dome, Greenland, Kash, Presidential Comedy The Future of Economic Security with Dan Kim and Chris Miller Party Time! Jon Czin on US-China in 2025 and 2026 Richard Danzig on Cyber and AI The China Commission Reports! Ben Buchanan on AI and Cyber Second Breakfast: Iran, $500B for Defense...and should we pity RTX? Transistor Radio: WFE and Doug's Claude Code Psychosis Are We Cooked? Q1 2026 Emergency Second Breakfast: Venezuela Japanese Economic Security Policy with A REAL LIFE METI OFFICIAL ChinaTalk 2025 Year in Review Joe Weisenthal and I do a Show About Nothing Second Breakfast: Arctic Warfare Christmas Special! Rahm Returns to Chat Trump and China: “He is the worst negotiator.” Détente 2.0 with Mike Froman of CFR Second Breakfast: Habemus NDAA! Overfit: NeurIPS Vibes, Research Doesn't Matter, OpenAI Cooked? Emergency Pod: H200s to China with Dmitri Alperovich Second Breakfast: Trump's National Security Strategy + Hegseth's Second Strike Helen Toner Takes the CSET Reins The Future of Secure Telecom Transistor Radio: OpenAI Loses the Mandate, Railroad Bubble = AI Bubble Second Breakfast: Witkoff and Putin's Peace Deal The Z.ai Playbook Jake Sullivan on Playing the Long Game Second Breakfast: Acquisition Reform? Are We Really Doing It? Overfit: AI Lovers, Chinese Model Takeover, Vice Signalling, Hefei Model Second Breakfast: Colby's Pigpen, Counter-UAS, Training, Eat like a Trumper (or Iranian Spy?) EMERGENCY POD: Tariffs on Trial CCP Bureaucracies in War Second Breakfast: Xi-Trump, Taiwan Deterrence, Tibetan Buddhism, Antietam Ukraine's Drone War with Shashank and Rob Lee Japan's New Prime Minister: What to Expect Ukraine's Drone War with Shashank and Rob Lee Second Breakfast: Venezuela, Shutdowns, PE + Army, E.B. Sledge PLA Purges and How Xi Rules with Jon Czin Second Breakfast: Gaza, SOUTHCOM, AI Nuke Analogies Stink, Generals Using AI (with M. Horowitz and L. Kahn!) Tarun Chhabra on the Stakes of AI Competition Anduril's Christian Brose on the Dangers of Unseriousness EMERGENCY POD: China's Rare Earth Export Controls
Deep Tech VC On AI, Chips, and US-China Competition
Jordan Schne · 2023-09-30 · via ChinaTalk
James Wang, partner at Creative Ventures, joins to discuss: Huawei breakthrough implications and why NVIDIA's…

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