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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

Doomscrolling Chinese Twitter

Chinese Doomscroll, which faithfully records happenings from the wild west that is Weibo (China’s Twitter/X equivalent), won the ChinaTalk award for best China-focussed Substack on 2023. Today we have on the brain behind the newsletter: Molly, who’s been doomscrolling for us since early 2023. We discuss: Why Weibo keeps Molly up at night; Chinese elementary school kids’ academic prowess; How social issues gain attention on the trending list; Terrible bots; And what makes microblogging uniquely c...

Mar 10, 202424 min

AI + The State Department

How can AI change diplomacy? To discuss the State Department’s options for AI integration, we interviewed the State Department's Deputy Chief Data and AI Officer, Garrett Berntsen. He served as an officer during two tours in Afghanistan and recently rotated off the NSC. He's optimistic diplomacy can be more effective with comprehensive, timely, and accurate data-driven analysis, and that AI will be part of achieving that mission. We get into: How AI can streamline bureaucratic busy work The valu...

Mar 04, 20241 hr 15 min

India's Chip War

Why can India design chips with the best of them but has completely failed to develop fabs, much less a broader electronics industry? To discuss, I have on Pranay Kotasthane, former chip designer at TI and Qualcomm who now works at the Takshashila Institution and is the author of the new book When the Chips are Down. Chris Miller of Chip War cohosts. We get into: How the political economy of technology in India led to world class software and services but underwhelming manufacturing Why India wa...

Feb 25, 20241 hr 13 min

AI at the Frontier: What it Takes to Compete

What does it take to train a frontier model? What's the know-how, the secret sauce that makes firms lets OpenAI and Deepmind push the limits of what's possible? How much are Chinese firms benefitting from western open source, and in the long term is it possible for western labs to maintain an edge? The hosts of the excellent Latent Space podcast, Alessio Fanelli of Decibel VC and Shawn Wang of Smol AI, come on to discuss. We get into: How the secret sauce used to push the frontier of AI diffuses...

Feb 18, 20241 hr 20 min

Pottinger on Trump 2.0

Matt Pottinger reported for years out of China, served as a US Marine Corps intelligence officer in Iraq and Afghanistan, and held several senior roles on Trump's NSC , concluding his time in the White House as the Deputy National Security Advisor. Today, Matt chairs the China Program at the Foundation for the Defense of Democracies. In this interview, we discuss: How Matt expects a second Trump administration’s China policy might develop. Why Trump is leaning more into strategic ambiguity than ...

Feb 14, 202454 min

Is the NSC Unwell?

Heart attacks, prostate cancer, Jake Sullivan awake for a home invasion attempt at 4 AM because he was just up working on a random Tuesday night? Is the national security bureaucracy in America unwell? To discuss, I have on today John Gans, a former Pentagon speechwriter, who’s had many, many other jobs in Washington. He is also the author of the fantastic “White House Warriors,” a history of the National Security Council. We get into: Why the organizational design of the NSC leads to such crush...

Feb 01, 20241 hr 43 min

Taiwan Election Results and Implications for Beijing

Kharis Templeman, research fellow at Stanford’s Hoover Institution, returns to ChinaTalk to break down the recent Taiwan elections, held on January 13. We discuss: The lack of surprises in the election results, the subdued vibes during the campaign, and contrasts between local perspectives and foreign media narratives. Why the KMT failed to win the presidency, notwithstanding voter dissatisfaction with the DPP. China’s surprisingly muted response to the election, and how it may reassess its cros...

Jan 25, 202447 min

How the Navy Learned to Fight

How did the US Navy evolve over the first half of the 20th century from a bunch of unschooled violent sailors who couldn't shoot straight to the world's largest and most technologically advanced fighting force? What lessons around organizational design can we learn from this transformation? Trent Hone, author of Learning War and Mastering the Art of Command, joins to discuss. Outtro Music: A selection from Brahms' 3rd Symphony, apparently Adm. Nimitz's favorite https://open.spotify.com/track/3T9...

Jan 18, 20241 hr 53 min

Taiwan Election Results Rapid Reaction

How did Lai win, what does China think, and what’s at stake for the DPP? ChinaTalk editor Nicholas Welch reads his latest recap of the 2024 Taiwan elections: https://www.chinatalk.media/p/taiwan-election-results-how-lai-won Subscribe to the newsletter! https://www.chinatalk.media Outro music: https://www.youtube.com/watch?v=4JV9ayVWYr8 Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 16, 202417 min

AI: Open vs Closed + NeurIPS Reflections

Should AI be more open or closed? What does it mean to be open, anyway? And can France overtake China in AI?? Today I'm running a crossover episode with the Retort AI, hosted by AI Ethicist Tom Gilbert and Nathan Lambert who writes the fantastic https://www.interconnects.ai/ newsletter covering technological advancements in machine learning. Outtro Music: Bela Fleck et al, Bahar https://open.spotify.com/track/4D1ne3QFCBtUU2xFnoTir4?si=aeef1aefc6e047c6 Cover photo is a Midjourney a riff off of th...

Jan 15, 202453 min

PilotTalk: Cops and Journalists in PRC and Taiwan TV

New year, new PilotTalk! Ben Smith, editor-in-chief of Semafor, joins Jordan and editor Irene to watch Chinese and Taiwanese TV shows. Ben’s favorite genre is crime and police dramas, and we cover the following new-ish releases: A Date With The Future 照亮你 (2023, mainland): Romance where a firefighter falls in love with a journalist! **Ordinary Greatness** 警察荣誉 (2022, mainland): Sitcom about a local police station. The World Between Us 我們與惡的距離 (2019, Taiwan): Acclaimed miniseries set in the after...

Jan 11, 202450 min

The Pentagon's AI Implementers

Margaret Palmieri is the Deputy Chief Digital Artificial Intelligence Officer. I had her on to dicusss: Innovation vs diffusion in the DoD context Data issues making her life difficult How CDAO sources and tests ideas for implementing AI into different corners of the kill chain Thanks to the Andrew Marshall Foundation and the Hudson Institute’s Center for Defense Concepts and Technology for bringing you this episode. Outtro music: SCIENTISTS & ENGINEERS Andre 3k, Killer Mike, Future, Erykah ...

Jan 05, 202455 min

Best Chinese Music of 2023

Jake Newby of the substack Concrete Avalanche with an end of year ChinaTalk takeover! Here's his accompanying year in review post https://jakenewby.substack.com/p/2023-in-review?utm_source=activity_item Tracklist: Intro: 'Lost in China' (excerpt) – Tation 天声 (self-released) This 'postmodernist rock band from Tibet' produced some of their best work to date on the remarkable Illusions of the New Era EP. ‘Wen’s Woozy Wrap’ – Pu Poo Platter (fRUITYSHOP) Key cut from Brooklyn-formed Chinese funk grou...

Dec 27, 20231 hr 44 min

ChinaTalk 2023 in Perspective

80 episodes and 145 newsletters later, we've made it through my first year working on ChinaTalk full time. Editor Ryan Hauser hosts a review episode where we reflect on the past year, get into my production function, what I think the point of all of this is, and how I expect to evolve ChinaTalk in 2024. Please get in touch! I'm at jordan@chinatalk.media Here's my cause exploration essay: https://forum.effectivealtruism.org/posts/E2BghQq9pwPgtHgiH/war-between-the-us-and-china-a-case-study-for-epi...

Dec 20, 202342 min

Setser on US-China Trade, Lessons from USTR, Economics of Great Powers, and Panda Diplomacy

Brad Setser, fellow at CFR who spent a year during the Biden Administration in USTR, joins ChinaTalk to discuss: China's long term growth trajectory and implications for national power Zambia debt negotiations and Argentina's dollarization When strategic trade policy can make sense Panda export controls Sign up here for international intrigue! https://www.internationalintrigue.io/?utm_source=chinatalk&utm_medium=newsletter&utm_campaign=1223 Kyla Scanlon of the https://kyla.substack.com/ ...

Dec 12, 20231 hr 25 min

US-China Tech in 2023: Top 5 Stories of the Year

Kevin Xu of https://interconnect.substack.com/ and I run down our top five stories of the year in US-China tech. We get into: The eternal chip war The battle for AI model supremacy EV competition Venture investing in China PDD and Temu's rise TikTok's impressive resilience Here's ChinaTalk's attempt to benchmark Chinese models https://www.chinatalk.media/p/putting-chinas-top-llms-to-the-test Outtro music: two songs from my spotify wrapped which are kind of ancillary to crappy US-China relations?...

Dec 08, 202355 min

Taiwan Election Showdown! A Blue Prof and Green Pol Explain

The Taiwanese populace will head to the polls to choose their next president on January 13, 2024 — and the three-party slate is set! To discuss, we brought on Lu Yeh-chung 盧業中 — a professor of diplomacy at National Chengchi University 國立政治大學 — and Lin Fei-fan 林飛帆, previously the Deputy-Secretary of the DPP and well-known for leading the Sunflower Student Movement in 2014. Our conversation gets into: What a three-party race means in a first-past-the-post electoral system, and how the pan-blue and...

Nov 30, 20231 hr 25 min

How Rep. Gallagher Would Fix Congress and Beat China

This was a good episode. Mike Gallagher, Chair of the Select Committee on China, has some thoughtful thoughts! We get into: How he would fix Congress Why the early Cold War is still relevant today What he took away from his time in Iraq and the Eisenhower Archives Why all you should really do to understand China is listen to ChinaTalk and read our substack (at https://www.chinatalk.media/) My book rec: https://www.amazon.com/Men-Machines-Modern-Times-Press/dp/0262529319 Outtro music, Ella Fitzge...

Nov 26, 202346 min

Emergency Pod: We Are So Back! OpenAI Drama and US-China

Rohit Krishnan of Strange Loop Canon and I kibbitz about this weekend's OpenAI drama as well as the safety and US-China regulatory dynamics likely raised in the discussions with the board. Some content we discussed: Jade Leung PhD thesis: https://ora.ox.ac.uk/objects/uuid:ea3c7cb8-2464-45f1-a47c-c7b568f27665 Jeff Ding and Jenny Xiao's piece: https://www.governance.ai/research-paper/recent-trends-chinas-llm-landscape The Foreign Affairs piece: https://www.foreignaffairs.com/china/illusion-chinas-...

Nov 23, 202358 min

Xi-Biden at APEC + What It Takes To Compete

Matt Turpin, China NSC Director in the Trump administration currently at Hoover and Palantir, comes on to discuss the good, the bad, and the ugly of US-China relations coming out of APEC. We get into: Realistic expectations for bilateral US-China diplomacy What are the necessary ingredients for coherent and effective policymaking What Matt expects and worries about from a second Trump administration Why foundations and corporations should sponsor ChinaTalk! Outtro music: Time/Breathe Reprise htt...

Nov 21, 20231 hr 11 min

Peter Harrell on Bureaucratic Barriers to Competition

Peter Harrell, who served as Biden's Senior Director for International Economics and Competitiveness on the NSC and NEC, comes on to discuss: Why things do or don't happen in the executive branch What reforms we might need to accelerate and amplify decision-making Lessons from the sanctions response to the war in Ukraine for China Check out our newsletter at https://www.chinatalk.media. James Brown--Bewildered https://www.youtube.com/watch?v=9iXlDeqSTRA Learn more about your ad choices. Visit me...

Nov 13, 202357 min

RAND CEO Jason Matheny Gives a Masterclass on Risk and Organizational Design

This interview was so good. Jason Matheny, Biden's former top tech + national security advisor, has recently reached one year as CEO of RAND. We had a truly classic ChinaTalk-style conversation, hitting on: How to design a world-class research organization The right and wrong lessons to learn from RAND's heyday in the 1950s Existential risks around AI and bio Government's capacity to grok and implement technology strategy What national security professionals can learn from art and architecture A...

Nov 09, 20231 hr 51 min

London AI Summit + OpenAI Dev Day!

Zvi Mowshowitz of Don't Worry about The Vase and Nathan Labenz of the Cognitive Revolution podcast come on for a quick recap of the past week's AI news! We get into: What AI diplomacy is looking like post-Bletchley Park What new applications OpenAI's latest announcements mean for future AI applications Outtro: Bizarrap with Milo J https://www.youtube.com/watch?v=hGWa-GO8mKg Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 09, 202342 min

Emergency Pod: AI Executive Order!

Biden just dropped a 50 page executive order that's going to make the world safe for AI, hopefully? To discuss the sprawling EO we've brought on three CNAS analysts, Vivek Chilukuri, Bill Drexel and Tim Fist. We touch on: Immigration and federal hiring If AI + bio can ever be a safe thing What's going to happen to cloud access What are the hoops you'll need to jump through to train GPT5 and whether they're enough What to do about open source Why Jordan just wants to be an AI czar RSVP to the Los...

Nov 01, 20231 hr 1 min

Can AI Be Governed?

In this episode, Jordan Schneider interviews Markus Anderling and Anton Korinek, two of the coauthors of the paper 'Frontier AI Regulation: Managing Emerging Risks to Public Safety'. They discuss the need for regulation and oversight of advanced AI models, known as frontier models, that have the potential to pose significant risks to public safety and national security. Jordan came in as a skeptic. Will he be convinced? Here's the paper: https://arxiv.org/abs/2307.03718 Here's Markus' song choic...

Oct 27, 202352 min

PLA Purges + Taiwan War Risk

Defense Minister Li Shangfu just got officially purged. To discuss, we brought on Joel Wuthnow, a fellow at NDU. His research areas include Chinese foreign and security policy, Chinese military affairs, US-China relations, and strategic developments in East Asia. He joined ChinaTalk to discuss Xi Jinping’s recent purges of high-ranking members of the People’s Liberation Army, Xi’s larger vision for the PLA, and what all this internal turmoil might mean for China’s longer-term designs on Taiwan. ...

Oct 25, 202358 min

Jason Furman on Inflation and Policymaking

Jason Furman was Obama's CEA chair and a Harvard econ professor, while Kyla is the my favorite economics influencer. We get into: What the deal is with inflation How policymaking is broken and what we need to fix it How Homer would tackle SBF Why goodreads is such a trash website Outtro music: Chocolate Snow, Inflation https://www.youtube.com/watch?v=h9E6F8xMjoA Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 21, 20231 hr 11 min

How to Process Violence

Two rabbis on ChinaTalk? What am I even doing? Zohar Atkins of the wonderful Meditations with Zohar podcast alongside Ari Lamm of Bnai Zion come to discuss and process the aftermath of the Oct 7th attack. Outtro music: Ishay Ribo - Seder Ha'Avoda https://www.youtube.com/watch?v=ECy3CMxShIQ Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 20, 202342 min

EMERGENCY POD: Export Controls Dropped!

BIS just released its revision to the Oct 7 2022 restrictions. Jon of Asianometry, Dylan of Semianalysis, and Doug of Fabricated Knowledge join the pod to discuss why NVIDIA got screwed, why ASML may not have, and what these regs mean for the future of China and AI. Outtro music: Warren G Regulate remix https://soundcloud.com/dj-eric-rhodes/warren-wallen-mashup-final-edit Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 19, 202357 min

Cities of Slaughter

Israel is a country dear to my heart and I wanted to provide the ChinaTalk audience with one more perspective on the events of this past weekend before returning to our regularly scheduled program. To that end, I'm running a guest episode from the Promised Podcast, a show from TLV1 which is "an inside view of how Israel can warm your heart and make your blood boil. It’s a show by a journalist, a professor and an NGO professional who live in and love Israel even though it drives them crazy, and w...

Oct 13, 20231 hr 41 min
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