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ChinaTalk

Jordan Schneiderchinatalk.substack.com
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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Episodes

Roach on US-China Couples Therapy

Stephen Roach is a Yale professor with extensive experience in China. He also taught the first China class I ever took, so it may be fair to say he's partially to blame for the entire ChinaTalk enterprise. In our conversation (taped on February 23), we discuss: The nexus between US-China relations and the DSM-5 (we need some relationship therapy!); How false narratives strangle effective diplomatic development; What Stephen thinks about the odds of a hot conflict over Taiwan; Practical proposals...

Apr 09, 202354 min

AI Military Competition: Tactical, Operational, and Strategic Implications

Paul Scharre, Vice President and Director of Studies at CNAS, joins ChinaTalk to discuss AI, military, strategy, and US-China geopolitics. Listen in for a discussion on: How AI will impact the tactical, operational and strategic levels of war How and why AI operates — whether in chess, Dota 2, or aerial dogfighting — in fundamentally different ways than humans; Why AI called for a “protective response from the bureaucracy” The significance of the US’s comparative advantage over China in talent a...

Apr 02, 20231 hr 5 min

What to Do About Foreign Interference

What actually is foreign influence, and how might Canada handle China’s interference in its domestic affairs? Akshay Singh is a research associate at the Centre for International Policy Studies at the University of Ottawa. We discuss: How to roll out a foreign agent registry; The role of the US-Canada relationship; Whether foreign influence is a diaspora problem; And performance reviews for the United Front’s Canada desk. Akshay on how democracies should respond to foreign influence: https://www...

Apr 02, 202341 min

Chips Avengers 2023: Chips Act + AI Revolution

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: Deep dive into the CHIPS Act's recent Notice of Funding Opportunity (NOFO); Discuss the potentially existential impact of AI on global power dynamics; Consider the true intentions of the October 2022 export controls — from military constraining China to crippling m...

Mar 28, 202356 min

TikTok Hearing: The End of an Era

Kevin Xu, Obama-era White House official and creator of https://interconnect.substack.com/ comes on ChinaTalk to discuss: Our impressions of the House's TikTok hearing Continued cross-border reliances around batteries and cloud computing The missed opportunity of Zhang Yiming's generation of founders GPT4's remarkable translation capabilities Outtro Music: https://www.youtube.com/watch?v=LQiOA7euaYA Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 24, 20231 hr

Kotkin on China

Stephen Kotkin is a legendary historian, currently at Hoover, previously at Princeton. Best known for his Stalin biographies, his other works include Uncivil Society, Magnetic Mountain, and Armageddon Averted. Our discussion on China is far-ranging yet in-depth — we manage to pack in: The two dominant subjects taught at the CCP’s Central Party School; Kotkin’s assessment of the main threat to Communism — what “Communism with a human face” means, and why Gorbachev’s reforms ultimately destroyed C...

Mar 20, 20231 hr 17 min

GPT4—AI Unleashed?

How will GPT4 change the world? What implications does it have for policy, economics, and society? How will US-China 'racing dynamics' play out and what are the implications for AI safety? To discuss, I've brought together the AI Justice League: Zvi of 'Don't Worry About the Vase', Nathan Labenz of Waymark, and Matthew Mittelsteadt of Mercatus. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 16, 20231 hr 25 min

The CIA’s China Capabilities

Dennis Wilder returns to ChinaTalk — this time with some broader thoughts on how the US intelligence community can rise to the occasion vis-à-vis China. In particular, we discuss: The importance of government hiring those with experience living in China; Contributions that the Foreign Broadcast Intelligence Service (FBIS) has made to China intelligence, and why it should be reinstated; A serious request to make an ChatGPT as good as Alice Miller is at analyzing CCP documents; https://www.hoover....

Mar 13, 202341 min

Economic Warfare: Implications for Sanctions Today

Welcome back to the second part of my conversation with Nick Mulder and Lars Schönander. Picking the narrative up in 1935, get real in this episode: Why the Great Depression, counterintuitively, made importing commodities cheaper, and how that affected Germany’s and Japan’s protectionism; The difference between autarky and autarchy; Whether Kim Jong-un’s North Korea could survive a full-on fuel embargo today by using Nazi-era technology; Nick’s definition of “temporal claustrophobia,” and what i...

Mar 08, 20231 hr 3 min

Economic Warfare: A History

Today we’re releasing part one of our a two-part conversation with Nick Mulder, a history professor at Cornell and author of The Economic Weapon: The Rise of Sanctions as a Tool of Modern War — a Foreign Affairs Best Book of 2022. With cohost Lars, Schönander, we discuss: The recent advent of the use of sanctions (for example, in the Crimean War, Britain continued to fulfill payments to Russia, the nation it was fighting right then!) Why Europeans were reluctant to employ blockades and sanctions...

Mar 03, 20231 hr 20 min

How does AI actually work, anyways?

Data scientist Bryan Cheong breaks down how AI actually works, creating video using AI and how the technology is being used beyond image and language models. Also, I've got a meetup March 7th in Palo Alto! https://partiful.com/e/dVY7k51xQX4WhNr6AUcH Joined by Zheng, we also discuss: The farmers in India using AI for marketing Denoising and weights, the tech behind AI image generation tools What's next for developments in AI Singapore's tech scene Outro music: 我說所有的酒都不如你 by 房東的貓 https://www.youtu...

Mar 02, 202351 min

Will Xi Give Putin Arms? Has A Cold War Already Begun?

Today we’re going to do a show about the scariest US-China news story I’ve seen in years, that “The US has intelligence that the Chinese government is considering providing Russia with drones and ammunition for use in the war in Ukraine.” Would China really arm Russia, and if so what will that mean for the world if the US and China end up on opposite sides of a proxy war? To discuss this I have on today Georgetown’s, Dennis Wilder, a longtime CIA veteran who served as an NSC director on the Chin...

Feb 28, 202347 min

AI's Regulatory Future in the US, China, and EU

With AI on the verge of transforming the world, how are regulators across the globe approaching the challenges the technology might pose? Also, what does US-China AI collaboration look like today, and will it get caught up in broader tensions in the relationship? Matt Sheehan and Hadrien Pouget, who are both at Carnegie, come on to discuss. Matt's paper on US-China collaboration: https://www.brookings.edu/research/can-democracies-cooperate-with-china-on-ai-research/ Matt's work on Chinese algori...

Feb 20, 202357 min

BalloonTalk: Alien Valentine Edition

William 'Balloon Guy' Kim returns for a roundup of the past few days of news around the Chinese spy balloon and unidentified object shooting. We share our favorite theories of what on earth is going on and what this all means for US-China relations. Subscribe to the ChinaTalk newsletter! https://www.chinatalk.media/ Outtro Music: Sammy Davis Jr's Up Up and Away https://www.youtube.com/watch?v=7hYNMZtxJoU Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 15, 202338 min

Mechanical Keyboards in China (中文版)

Hey ChinaTalk listeners, this year we’re going to do something new—occasional episodes in Mandarin! While getting mainland guests to talk about more conventional topics like US-China relations and export controls has been nearly impossible, I think doing more slice of life/business stories about odd corners of China in the pale imitation of Gushi FM is both fun and enriching to our coverage. In this episode, you’ll hear from the founder of mechanical keyboard manufacturer Meletrix, Simba Hua, ab...

Feb 12, 202349 min

How YOU Can Change S&T Policy

How does one organization turn expert knowledge into real policy change? Dan Correa, CEO of the Federation of American Scientists and Founder of the Day One Project, discusses the power of policy entrepreneurship and shares examples of the ideas his nonprofit helped turn into legislation. We'll delve into the nitty-gritty of policymaking and explore topics such as: How to make meetings with government officials more productive. The importance of pre-work in preparing good ideas and the role expe...

Feb 10, 202343 min

Tech Policy Entrepreneurship + Chips Act + Talent Policy

What do we talk about when we talk about tech policy? What are the weird corners of the chips and science bill? How is talent policy broken and what can anyone do about it? And broadly, if you want to change the world through better regulatory and executive action, how do you go about this? To discuss all that we have Divyansh Kaushik, a newly minted PhD from Carnegie Mellon currently at the Federation for American Scientists focusing on emerging tech policy. He was also closely involved with th...

Feb 08, 202349 min

BALLOONTALK: EMERGENCY EDITION

Chinese balloons over Wyoming!! To discuss, we have on today William 'Balloon Guy' Kim of the Marathon Initiative, Eric Lofgren of AcquisitionTalk, and Gerard Dipippo of CSIS. Intro Music: Up Up and Away, The 5th Fifth Dimension https://www.youtube.com/watch?v=5akEgsZSfhg Outro Music: NENA | 99 Luftballons [1983] https://www.youtube.com/watch?v=Fpu5a0Bl8eY Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 03, 202340 min

AI Compute 101: The Geopolitics of Giant Models

Love it or hate it, AI capabilities continue to advance. As futurists imagine how this technology may one day be used, how it develops and who will be able to access AI tools will also depend on who funds AI projects and what hardware will be needed to get it to work. Lennart Heim is a researcher at the Center for the Governance of AI and the author of a fantastic AI compute syllabus primer, which I have just spent the past few weeks obsessed with. https://docs.google.com/document/d/1DF31DIkwS9G...

Feb 03, 20231 hr 14 min

War in Taiwan: Who Would Win?

China v Taiwan: who would win? Michael O'Hanlon, a senior fellow and director of research at Brookings. He specializes in U.S. defense strategy, the use of military force, and American national security policy. We discuss The limits of scenarios that predict the outcome of a China-Taiwan conflict. What are intercontinental rail guns? How sports teams that play each other in the same year can have different outcomes - and what this says about predictability. Given all this, what’s the point of mo...

Jan 29, 20231 hr 10 min

China's Data Policy Future

This episode is sponsored by Policyware. Check out Samm's class at https://www.policyware.org/chinatalk How do Chinese cyber laws and regulations affect multinational companies, and US-China relations? Samm Sacks of Yale Law School walks us through the latest developments in this arena — we discuss: Why Chinese data policy has been on front-page news in the past few years; What China is hoping to gain from its new laws and regulations; The status of TikTok negotiations, and the prospects of a de...

Jan 25, 202319 min

War for Taiwan: What Happens If China Wins?

Say China wins a war for Taiwan. What happens next? To discuss the political and economic consequences of a PRC takeover of Taiwan, I have on today Jude Blanchette and Gerard Dipippo, both fellows at CSIS. Our conversation builds off their paper https://www.chinatalk.media/p/war-for-taiwan-what-happens-after. We recorded this episode in mid-December. Outtro Music: 水哥 ft. 蛋堡 https://www.youtube.com/watch?v=nHU9kEYiAQw&list=PLegPxPQebljkJOhscK3tLUXfZ9n1lgkwC&index=31 Learn more about your ...

Jan 23, 20231 hr 4 min

Rep. Ro Khanna on AI, the China Committee, and Industrial Policy

In 2023, ChinaTalk is going to Congress! First up in our series is Rep. Ro Khanna, Democrat who represents Silicon Valley. We get into: What he hopes the China Committee can accomplish Why ChatGPT let him down What an effective industrial policy looks like Also, I'm hosting a ChinaTalk meetup in DC next week! RSVP here: https://partiful.com/e/Zni1rBY3PFhy6WYFm2VK? Outtro music: Bruce Springsteen, My Hometown https://www.youtube.com/watch?v=77gKSp8WoRg Cover Art: I gave midjourney a Miro and told...

Jan 19, 202334 min

Chips Act: A How To Guide

What can $52bn for semiconductors actually accomplish? To discuss the tensions and tradeoffs underlying the decisions that the US government is about to make on how to spend this money, I have on today Jacob Feldgoise, an analyst at CSET and Vishnu Kannan, who works at the Carnegie Endowment. We'll be discussing their fantastic paper entitled: "The Limits of Reshoring and Next Steps for U.S. Semiconductor Policy." Jacob and Vishnu's paper: https://carnegieendowment.org/2022/11/22/after-chips-act...

Jan 17, 202351 min

Knowledge and AI with a Rabbi and Substacker

As AI becomes increasingly sophisticated, we consider the question of whether there are limits to what computers can know and how this compares to human understanding. Joining me on this episode is Sam Hammond, the director of social policy at the Niskanen Center, and Zohar Atkins, a rabbi and host of the podcast "Meditations with Zohar." We discuss The impact of AI on creativity and human thought. Fears around AI and the centralization of power. The potential for AI to have an egalitarian effec...

Jan 13, 20231 hr 6 min

Tyler Cowen on AI and China

Tyler Cowen of Marginal Revolution makes his ChinaTalk debut! We get into: How AI is going to change art, education, politics and human relationships Why Tyler tried to write a book to explain America to the PRC How babies born in 2023 will see their educations changed by AI; Playing chess against the computer and creativity in the AI era; Religion, American antisemitism, and the movie Her; Writing a book about America for Chinese people; Why China is one of the hardest countries to predict. Out...

Jan 09, 20231 hr 21 min

Year in Review!

Before we get back to the interviews, I read from the newsletter I run which you should subscribe to at https://www.chinatalk.media/ If you're interested in advertising on ChinaTalk, reach out at Jordan@chinatalk.media! Here's my year in review: https://www.chinatalk.media/p/chinatalks-year-in-review Favorite books: https://www.chinatalk.media/p/a-year-in-books Favorite everything else: https://www.chinatalk.media/p/2022-media-diet-tv-movies-chess-elden Outtro music 忏悔录 by KKECHO https://www.you...

Jan 06, 202323 min

What to do about TikTok

Subscribe to the ChinaTalk newsletter! https://www.chinatalk.media/ Outtro music: Fred Again's Frank Ocean remix https://soundcloud.com/joseph-ibrahim/chanel-vs-a-new-error-frank-ocean-moderat-fred-again-mix Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 20, 202215 min

Chips: 2022 in Review

Subscribe to my newsletter! https://www.chinatalk.media/ Doug O'Laughlin of Fabricated Knowledge and Dylan Patel of SemiAnalysis go through our most important semis stories of 2022. We get into: Samsung and Intel's stumbles Arm taking on Qualcomm Risc-V's rise The politicization of semiconductors Outtro music: ChatGPT + PG One https://www.youtube.com/watch?v=mDvFGLSIU2c Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 16, 202247 min

Nuclear Fusion: Why We Can't Have Nice Things

Today US Department of Energy Secretary Granholm announced a nuclear fusion breakthrough at Livermore Labs. However, this doesn’t necessarily mean we’re going to be getting commercially viable fusion reactors anytime soon. Economist Eli Dourado wrote in a piece today: “Nuclear fusion has long been hailed as the next great energy source, capable of providing nearly limitless power without the harmful emissions and waste associated with other forms of energy generation. This week, the National Ign...

Dec 14, 20221 hr 9 min
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