Chris Miller (chip wars), Chris McGuire (10 year State Dpt vet, check out the past episode on the feed) and I discuss a big move by MOFCOM to squeeze Trump in advance of their APEC summit.
Outtro Music: Paul Simon, Diamonds on the Soles of Her Shoes https://www.youtube.com/watch?v=FAb2Mu0CRk4
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57:10
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57:10
AI Hardware Net Assessment: Why Huawei Can't Beat Nvidia
Last week, Jensen Huang said that China is “nanoseconds behind” the US in chipmaking. Is he right? Today, Chris McGuire joins ChinaTalk for a US-China AI hardware net assessment. Chris spent a decade as a civil servant in the State Department, serving as Deputy Senior Director for Technology and National Security on the NSC during the Biden administration and back at State for the initial months of Trump 2.0.
Today, our conversation covers:
Huawei vs Nvidia, and whether China can compete with US AI chip production,
Signs that chip export controls are working,
Why Jensen is full of it when he says China is “nanoseconds behind”
What sets AI chips apart from other industries China has indigenized,
How the US has escalation dominance in a trade war with China, and the significance of BIS’s 50% rule,
Chris’s advice for young professionals, including why they should still consider working in government.
Outtro Music: Abao Uduli https://open.spotify.com/track/176BwQLW0IGc2mhkkMe0yH
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1:28:28
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1:28:28
Second Breakfast: Putin's Drones, SecWar Patton, Wargaming, Finding Subs
Bryan Clark, a former submariner now with the Hudson Institute, joins the show!
Outtro speech: George C. Scott's rendition of Patton's speech
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1:01:10
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1:01:10
RAND's Jeff Alstott on How Facts Can Shape Tech Policymaking
At long last, Jeff Alstott, the fairy godfather of DC AI policy, joins the show. He’s the founding director for RAND’s center for technology and security policy, TASP, worked at NSC, NSF and IARPA, and has a PhD in complex networks.
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1:07:36
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1:07:36
Transistor Radio: Intel, Dylan Falls in Love, Nvidia Captures Dylan, Slop City (our dumbest show yet)
for better or worse, the first ep on chinatalk feed I had to put an explicit tag on...
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Conversations exploring China, technology, and US-China relations. Guests include a wide range of analysts, policymakers, and academics. Hosted by Jordan Schneider.
Check out the newsletter at https://www.chinatalk.media/
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