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ChinaTalk

Jordan Schneider
ChinaTalk
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  • MP Materials, Intel, and Sovereign Wealth Funds
    Uncle Sam is taking a bite out of companies left and right. Today, we’re going to focus on MP Materials — the Trump administration’s answer to China’s restrictions on rare earth material exports to America. To discuss, ChinaTalk interviewed Daleep Singh, former Deputy National Security Advisor for International Economics, now with PGIN; Arnab Datta, currently at Employ America and IFP; and Peter Harrell, former Biden official and host of the excellent new Security Economics podcast. Today, our conversation covers: Why critical mineral markets are broken, How China achieved rare earth dominance, The history of rare earth mining and refinement in the US, What the MP Materials deal does, and whether it can succeed, The key ingredients for successful industrial policy, with case studies including a Strategic Resilience Reserve, a US sovereign wealth fund, and support for Intel. Outro music: Ornaments Of Gold - Siouxsie And The Banshees (YouTube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • Second Breakfast: Department of War, Warrior Culture, Sicario, Dick Winters, SEALs in North Korea,
    We're going weekly. Outtro music: https://www.youtube.com/watch?v=Uk18bFIgOS4&ab_channel=ThereIRuinedIt Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • The Robotics Revolution
    Ryan Julian is a research scientist in embodied AI. He worked on large-scale robotics foundation models at DeepMind and got his PhD in machine learning at USC in 2021. Follow him on X: @ryancjulian In our conversation today, we discuss… What makes a robot a robot, and what makes robotics so difficult, The promise of robotic foundation models and strategies to overcome the data bottleneck, Why full labor replacement is far less likely than human-robot synergy, China’s top players in the robotic industry, and what sets them apart from American companies and research institutions, How robots will impact manufacturing, and how quickly we can expect to see robotics take off. O*NET’s ontology of labor: http://onetcenter.org/database.html ChinaTalk's Unitree coverage: https://www.chinatalk.media/p/unitree-ceo-on-chinas-robot-revolution Robotics reading recommendations: Chris Paxton, Ted Xiao, C Zhang, and The Humanoid Hub on X. You can also check out the General Robots and Learning and Control Substacks, Vincent Vanhoucke on Medium, and IEEE’s robotics coverage. Today’s podcast is brought to you by 80,000 Hours, a nonprofit that helps people find fulfilling careers that do good. 80,000 Hours — named for the average length of a career — has been doing in-depth research on AI issues for over a decade, producing reports on how the US and China can manage existential risk, scenarios for potential AI catastrophe, and examining the concrete steps you can take to help ensure AI development goes well. Their research suggests that working to reduce risks from advanced AI could be one of the most impactful ways to make a positive difference in the world. They provide free resources to help you contribute, including: Detailed career reviews for paths like AI safety technical research, AI governance, information security, and AI hardware, A job board with hundreds of high-impact opportunities, A podcast featuring deep conversations with experts like Carl Shulman, Ajeya Cotra, and Tom Davidson, Free, one-on-one career advising to help you find your best fit. To learn more and access their research-backed career guides, visit 80000hours.org/ChinaTalk. To read their report about AI coordination between the US and China, visit http://80000hours.org/chinatalkcoord. Outro music: Daft Punk - Motherboard (⁠YouTube Link⁠) Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • Emergency Pod: US-India-China Meltdown
    Manoj Kewalramani of the Takshashila Institution and the Tracking People's Daily substack https://trackingpeoplesdaily.substack.com/ alongside James Crabtree, author of Billionaire Raj, chat whatever the hell is happening in the trilateral relationship. Outtro music: Chalte Chalte Title Song | Abhijeet, Alka Yagnik | Shah Rukh Khan, Rani Mukherjee https://www.youtube.com/watch?v=rkOakcMqJ-8&ab_channel=T-SeriesBollywoodClassics Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • Second Breakfast: Parades, U.S. Grant, JCIDS, Warbots
    Our third defense pod, I guess we're really doing it now. Like and subscribe if you're just here for our Civil War coverage. Guests include: Tony Stark, Army vet who writes https://www.breakingbeijing.com/ Justin McIntosh, former Green beret who writes https://justinmc.substack.com/ Eric Robinson, lawyer and Army vet who spent time in OSC, JSOC and the NCTC Outtro Music: After going through twenty different John Brown's Body recordings this one was my favorite, an acapela rendition by Deborah Anne Goss https://open.spotify.com/track/20id0r7ZlSIFxKifoEFlfC?si=0d2a59f7dfe142fa Learn more about your ad choices. Visit megaphone.fm/adchoices
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