Episodios

  • Ezra, Derek, and Dan Wang on Abundance and China

    Ezra, Derek, and Dan Wang on Abundance and China
    May 9 2025
    Does anybody really understand China? Could America pursue an abundance agenda without the threat of the PRC? Can podcasters change the world? To discuss, ChinaTalk interviewed Ezra Klein and Derek Thompson, who need no introduction, as well as Dan Wang, who has written beautiful annual letters and is back in the US as a research fellow at Kotkin’s Hoover History Lab. He has an excellent book called Breakneck coming out this August, but we’re saving that show for a little later this year. Today, our conversation covers… The use of China as a rhetorical device in US domestic discourse, Oversimplified aspects of Chinese development, and why the bipartisan consensus surrounding Beijing might fail to produce a coherent strategy, The abundance agenda and technocratic vs prophetic strategies for policy change, How to conceptualize political actors complexly, including unions, corporations, and environmental groups, The value of podcasting and strategies for positively impacting the modern media environment. Outtro Music: Recomposed by Max Richter, I went with a deep cut Autumn 3 https://www.youtube.com/watch?v=sUEeqvp_BrQ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 h y 9 m
  • China's Nuclear Shadow

    China's Nuclear Shadow
    May 6 2025
    Can China use military force to achieve its political goals, without triggering nuclear war? To find out, ChinaTalk interviewed Fiona Cunningham, a professor of Political Science at the University of Pennsylvania and author of the new book, Under the Nuclear Shadow: China’s Information-Age Weapons in International Security. Co-hosting today is Michael Horowitz, another Penn professor who served in Biden’s Department of Defense. We discuss… How to use open source PLA documents to conduct deep research, The evolution of Chinese defense strategy, including the impact of the third Taiwan Strait crisis, Nuclear modernization and China’s “no first use” policy, How the PLA makes decisions, including why they chose to develop cyber capabilities, anti-satellite weapons, and hypersonic missiles over proposed alternatives. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    2 h y 1 m
  • EMERGENCY POD: America's R&D Edge in the Balance

    EMERGENCY POD: America's R&D Edge in the Balance
    May 2 2025
    What has happened in the past 100 days to America’s science and technology ecosystem? What are China's ambitions and how is the government trying to take advantage of American uncertainty? And what can we learn from China's war mobilization exercises? To explore these questions, we're joined by Divyansh Kaushik and Alex Rubin, who both work at Beacon Global Strategies. Divyansh holds an AI PhD from Carnegie Mellon, and Alex spent the past decade at the CIA focusing on China and emerging technologies. We discuss… The Historical origins of the US R&D model, and the division of labor between universities, government, and industry, How budget cuts will impact the NSF, NIH, NIST, and DoD basic research, Why and how China attempts to emulate US research institutions, What a leaked wargame exercise from Guangdong province can tell us about China’s grand strategy, How institutions like ChinaTalk can complement the IC with fresh, independent research. Outro music: The Elements - Tom Lehrer (YouTube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 h y 12 m
  • Will Everyone Get Nukes Now?

    Will Everyone Get Nukes Now?
    Apr 30 2025
    What is Trump doing to extended deterrence? I got Polymarket to create a market on whether a US ally will acquire nuclear weapons in 2025. It’s currently trading at 8%. Are we buyers or sellers? To discuss, ChinaTalk interviewed Vipin Narang, professor at MIT, who served as Acting Assistant Secretary of Defense responsible for nuclear deterrence policy during the Biden administration; Pranay Vaddi, a senior fellow at the Center for Nuclear Security Policy at MIT who worked on arms control and non-proliferation on Biden’s National Security Council; and Junichi Fukuda, senior research fellow at Tokyo’s Sasakawa Peace Foundation. We get into… The historical development of the American nuclear umbrella, including the “software” and “hardware” components of deterrence, The probability that an American ally will proliferate by 2030, and which countries are the most likely candidates, Why France proliferated despite US objections, How the world might respond to nuclear ambitions from Poland, Japan, or Saudi Arabia, China’s nuclear modernization and deterrence strategies for a multi-polar world. Here's the RAND paper cited: https://drive.google.com/file/d/1GUMnuxWoapmEYCw3g3NMUHxzZ6hVwWPi/view?usp=sharing Outro music: Tom Lehrer - Who's Next? (YouTube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 h y 17 m
  • Allied Scale: Rush Doshi on US-China Net Assessment

    Allied Scale: Rush Doshi on US-China Net Assessment
    Apr 25 2025
    Rush Doshi (CFR, Biden NSC, author of the excellent The Long Game) and I run through the US-China tale of the tape. The future of America's relationship with its allies may be the key hinge variable for whether this century turns out to be China's to define. Do give this one a listen. Especially if you're JD Vance! See Rush's Foreign Affairs article with Kurt Campbell here: https://archive.is/ZSTKP Some Japanese outtro music to give the allies some love: Karenai by Bonbero: https://www.youtube.com/watch?v=wFJcIOMsOaU&ab_channel=Bonbero What's Popping by JP THE WAVY and friends: https://www.youtube.com/watch?v=h1LOXU_hBNo&ab_channel=JPTHEWAVY Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 h y 14 m
  • Chips: Liberated? Trump’s Semis Tariff Gambit

    Chips: Liberated? Trump’s Semis Tariff Gambit
    Apr 20 2025
    Bill Reinsch of CSIS and the Trade Guys podcast with Jay Goldberg of Digits and Dollars and the Circuit podcast join to dicuss Trump's tariff impact on semis on another CSIS-ChinaTalk Chip Chat! Bill lays out the four clashing instincts driving policy in MAGA 2.0: revenge for decades of perceived slights, a bargaining bluff to coerce concessions, a fast‑cash revenue grab, and a fantasy of instant on‑shore fab construction. Jay walks through the on‑the‑ground fallout: chip designers worrying about losing China sales, GPU‑specific duties warping supply chains, and a loophole that lets boards assembled in Mexico skate by. We explore how blanket tariffs could accelerate China’s ascent in analog and trailing‑edge chips, undermine Biden‑era “ally‑first” export‑control diplomacy, and leave Commerce’s BIS badly under‑resourced to enforce the rules. We also get into whether allies will sign up for Washington’s crusade after being slapped themselves, and whether Nvidia, Intel, and Tesla are “too important to punish.” Outtro Music: Well Get It, Tommy Dorsey https://www.youtube.com/watch?v=FgiHzCiB5Aw Bible‑Verse Sign‑off “Plans fail for lack of counsel, but with many advisers they succeed.” — Proverbs 15:22 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    50 m
  • Breaking Huawei + Tariffs Done Right with SemiAnalysis and Asianometry

    Breaking Huawei + Tariffs Done Right with SemiAnalysis and Asianometry
    Apr 19 2025
    Dylan Patel is a man on a mission. We get into how: Huawei is giving NVIDIA a run for their money What USG needs to do about it What smart semiconductor tariff policy would look like o3 Outtro Music, a little texas country for you all: Ernest Tubb, Walking the Floor Over You https://www.youtube.com/watch?v=fQIRRReZIls Hank Thompson, Wild Side of Life https://www.youtube.com/watch?v=OPvARPfquPc And a completely wild post-WWII song I did not feel comfortable putting on the feed but worth a listen for the wtf factor: Ernest Tubb, Filipino Baby https://www.youtube.com/watch?v=1WXnoCyKGw8&pp=0gcJCdgAo7VqN5tD Learn more about your ad choices. Visit megaphone.fm/adchoices
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    35 m
  • Breaking Beijing: Military Competition with Tony Stark

    Breaking Beijing: Military Competition with Tony Stark
    Apr 15 2025
    Does America still have what it takes to stand up to China? Does short-term military readiness trade off with long-term strategy? What does the US need to do today to stay competitive for the rest of the century? “Tony Stark” is the author of Breaking Beijing, a Substack examining the military dimensions of US-China competition. Tony’s Substack goes deep on subjects you didn’t know you needed to understand, like Arctic policy, and takes a refreshing step back to look at great power competition holistically. Tony is also the author of Ex Supra, a sci-fi thriller about a near-future US-China war. Today, we discuss… What it will take to win the 21st century, and what America needs to prioritize in the short, medium, and long term, Why investing in education, basic science research, and foreign aid pay dividends in military readiness, Why Washington is short on coherent China strategy, Taiwan’s impact on global nonproliferation efforts, How AI could change warfare, even if AGI can’t be considered a “wonder weapon.” Outro music: Cmon - Fred Again (YouTube link) Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 h y 2 m
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