ChinaTalk

• Emergency Pod: H200s to China with Dmitri Alperovich

  It's never over with Trump...Dmitri Alperovich of the Silverado Policy Accelerator comes on to discuss Trump's decision to allow the export of H200s to china. outtro music, a fan song to Jameison Greer: https://suno.com/s/yTi5R7xDRcM7p2ho Learn more about your ad choices. Visit megaphone.fm/adchoices

  --------  

  43:14

  --------

  43:14
• Second Breakfast: Trump's National Security Strategy + Hegseth's Second Strike

  First half on the national security strategy you can read here https://www.whitehouse.gov/wp-content/uploads/2025/12/2025-National-Security-Strategy.pdf 26:18 we get into the second strike Tony's Taiwan baseball podcast rec: https://open.spotify.com/episode/6s26btM3CFq7FgUUmdECST?si=gMIOtaZxSPKYzk5qCNMePQ Kimi said I should set the song to veggietales, so I did. https://suno.com/s/P4XaZR6f1mphSrkP Learn more about your ad choices. Visit megaphone.fm/adchoices

  --------  

  58:12

  --------

  58:12
• Helen Toner Takes the CSET Reins

  It's think tank director week at ChinaTalk! Helen Toner of CSET kicks us off to talk through where she's planning on taking the storied organization. her speech about jagged progress: https://helentoner.substack.com/p/taking-jaggedness-seriously Outtro music: https://suno.com/s/HcdTS6W1OmHh8ZYz Learn more about your ad choices. Visit megaphone.fm/adchoices

  --------  

  1:04:26

  --------

  1:04:26
• The Future of Secure Telecom

  In the wake of Salt Typhoon, what does the future of secure telecom look like? To find out, ChinaTalk interviewed John Doyle, a former Green Beret who spent a decade building Palantir’s national security practice before founding Cape, which calls itself “America’s privacy-first mobile carrier”. Also joining the conversation is Dmitri Alperovitch, chairman and co-founder of Silverado Policy Accelerator, founder of CrowdStrike, and an angel investor into Cape. Thank you to Cape for sponsoring the episode. We discuss… Why telecom data is so valuable to adversaries, and what China discovered in the Salt Typhoon campaign, Cape’s founding thesis, including what makes Cape’s cell network so much more secure than major providers like AT&T, How wars are run on commercial cell networks, and how Russia and Ukraine’s reliance on that has been exploited over the course of the war, Other instances of telecom data weaponization, including by Hezbollah, Israel, and Mexican drug cartels, Taiwan’s plan for dealing with undersea cable sabotage, What it takes to cultivate engineering talent in telecoms, and why Huawei has stayed innovative while US providers stagnated. Learn more about your ad choices. Visit megaphone.fm/adchoices

  --------  

  59:15

  --------

  59:15
• Transistor Radio: OpenAI Loses the Mandate, Railroad Bubble = AI Bubble

  Doug, Dylan, and Wei of SemiAnalysis join me (Jon was sleeping at 5AM taiwan time...) for a pre-holiday get together. 01:00 AI Mandate--OpenAI slipping 19:03 Dylan sells TSMC on AI better than sama 24:17 Doug teaches a lesson on railroad bubbles and ai 32:30 Sarah Friar fails up 35:17 Zohran-Trump Suno slop: Moody's man came down from New York City https://suno.com/s/5DGCTgqam8dQMkZf Learn more about your ad choices. Visit megaphone.fm/adchoices

  --------  

  50:48

  --------

  50:48

Więcej Rządowe podcastów

Trendy w podcaście Rządowe

O ChinaTalk

ChinaTalk: Podcasty w grupie