The Chips Avengers assemble once again! Reva Goujon of the Rhodium Group, JP Kleinhans of the European think tank SNV, Jay Goldberg of Digits and Dollars, and Dylan Patel, who writes SemiAnalysis.
In this episode of ChinaTalk, we all:
Outro music: https://www.youtube.com/watch?v=m1_Amc4Ysv0
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AI Roundup: GPT4o, SCSP AI Expo, Open vs Closed
250 Years of US Trade Policy
EMERGENCY POD: Biden's Electric Curtain
MITRE on S&T Strategy
TSMC Takes Arizona
History and Future of India-China Relations
DOJ vs Data Espionage
Japan's Resurgent Tech Scene
Japan's Economic Security Renaissance
A Gut Check on Intel and Nvidia with Asianometry, Fabricated Knowledge, and SemiAnalysis
Amb. Rahm Emanuel on China and Japan
Biotech 101
EMERGENCY POD: TikTok Ban!?
Matt Clifford on China, AI Safety, and Entrepreneurship
Doomscrolling Chinese Twitter
AI + The State Department
India's Chip War
AI at the Frontier: What it Takes to Compete
Pottinger on Trump 2.0
Is the NSC Unwell?
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