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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

EMERGENCY POD: Biden and Shakespeare

How can Shakespeare help explain the dynamics we're seeing around Biden today? We get into King Lear, Richard II, Macbeth and Coriolanus to illustrate themes on conniving courtiers, political marriages, and politicians facing the end. Joining us today: Eliot Cohen, author of The Hollow Crown, two dramaturgs Drew Lichtenberg and Kate Pitt, as well as actor Phil Schneider. Kate's substack: https://shakespearenews.substack.com/ Phil's still looking for an agent! Reach out to me jordan@chinatalk.med...

Jul 12, 20241 hr 15 min

A National Vision for Competitiveness

What will it take for the US to remain competitive in 21st-century technologies? Is high state capacity a thing of the past? To discuss, ChinaTalk interviewed David Lin , Abigail Kukura , and Venkat Somala from the Special Competitive Studies Project. SCSP’s new report outlines exactly how America should compete in the tech-powered future of geopolitics. We get into… The role of public-private research partnerships and SCSP’s relationship with the National Security Commission on Artificial Intel...

Jul 02, 202448 min

Scale's Alex Wang on the US-China AI Race

How could AI change the global balance of power? What could the US and allies do to preserve national moats? To discuss, ChinaTalk interviewed the CEO of Scale AI, Alex Wang . In a blog post announcing Scale’s $1 billion fundraising success, Alex wrote that Scale is aiming to grow into the world's data foundry for AI. Alex grew up in Los Alamos, New Mexico, with two physicist parents who worked in the national labs, and he started Scale in college. I am particularly excited to have Alex on the s...

Jun 25, 20241 hr 5 min

Taiwan War + Grand Strategy for Cold War II

Is Cold War II upon us? What should America do to prevent it from becoming a hot war? To discuss, ChinaTalk interviewed Dmitri Alperovitch. Dmitri emigrated from Russia in 1994 at age 13. He co-founded the leading cybersecurity startup Crowdstrike, and has spent the past four years running his new think tank, the Silverado Policy Accelerator. He's also the author of the new book World on the Brink: How America Can Beat China in the Race for the Twenty-First Century. We discuss: Lessons from Cold...

Jun 17, 20241 hr 30 min

The Best Chinese Songs of 2024 - with Concrete Avalanche

Jake Newby is the author of Concrete Avalanche , a free newsletter about music from China. Today, he's here to play you some of his favorite tracks from 2024 thus far — including everything from psychedelic rock to rare Uyghur folk, and from Beijing kawaii core to Tibetan Buddhist chants mixed with footwork. 00:00:00 'Narcissus' Death' — Backspace ( read more ) 00:05:38 '红喷泉' — Pepper Heart ( read more ) 00:09:35 'Mail from the River' (live) — Wang Wen ( read more ) 00:15:30 '她的力量来自海洋' — Yang Ha...

Jun 14, 20241 hr 9 min

Shakespeare and Power

Are politicians and actors two sides of the same coin? Can you become a better public speaker by studying soliloquies? What can Shakespeare teach us about the nature of power? To discuss, ChinaTalk interviewed Eliot Cohen : SAIS professor, military historian, and counselor to Secretary of State Condoleezza Rice. He is also the author of The Hollow Crown: Shakespeare on How Leaders Rise, Rule, and Fall . Co-hosting is Jordan’s little brother, actor Phil Schneider. He recently graduated from Yale ...

Jun 10, 20241 hr 15 min

Why America Didn't Invade Taiwan: WWII Lessons for Xi's Invasion

One does not simply invade Taiwan — but George Marshall once thought long and hard about it. In 1944, in the middle of the island-hopping campaign, American war planners set their sights on Japanese-controlled Formosa. What did the American invasion plan look like? Why did Marshall decide to go another route? What lessons do this and other amphibious invasions hold for Taiwan’s current force posture? To discuss, ChinaTalk interviewed US Army Field Artillery Lieutenant Colonel J. Kevin McKittrick...

Jun 06, 202452 min

Preventing an Invasion of Taiwan

Taiwan’s government agencies are battered by 5 million cyberattacks every day . China is holding invasion drills at a replica of Taiwan’s presidential palace in Inner Mongolia. Last week, the PLA openly rehearsed an encirclement of Taiwan in so-called “ punishment drills .” What happened to deterrence in the Taiwan Strait? Can the status quo be saved? To discuss strategies for avoiding WWIII, ChinaTalk interviewed Jared McKinney of the Air War College and Peter Harris of Colorado State Universit...

Jun 03, 20241 hr 33 min

Sovereign AI

Good AI is good and bad AI is bad, but how do lawmakers tell the difference? Will AI bring the world together or balkanize the internet beyond repair? Why do governments even need cloud computing anyway? To discuss, ChinaTalk interviewed Pablo Chavez , a fellow at CNAS and former Vice President of Google Cloud's Public Policy division, as well as the inestimable investing tycoon Kevin Xu . Xu, formerly of GitHub, is the founder of Interconnected , a bilingual newsletter on the intersections of t...

May 28, 20241 hr 12 min

AI Roundup: GPT4o, SCSP AI Expo, Open vs Closed

Nathan Lambert of the Interconnects substack and Allen Institute joins for a roundup where we get into: What DC should understand about the Bay Area AI engineer psyche What GPT4o and Google's AI Dev Day mean for the future of AI OpenAI's model spec, and exit, voice, and loyalty in the leading labs Outtro music: Scarlett Johansson's The Moon Song Learn more about your ad choices. Visit megaphone.fm/adchoices...

May 17, 202443 min

250 Years of US Trade Policy

We're taking one out of the archives! Douglas Irwin is a Dartmouth professor and the author of Clashing Over Commerce: A History of US Trade Policy . On this episode, Irwin provides an overview to the history of U.S. trade policy from the 18th century to the modern day, highlighting significant legislation as well as the formation of important intergovernmental organizations that have sprung up along the way. Outro Music: Janis Joplin, Mercedes Benz 19:53: On the flawed logic behind the Tariff A...

May 17, 20241 hr 7 min

EMERGENCY POD: Biden's Electric Curtain

Brad Setser of CFR talks Biden's new tariffs! Earlier podcast deep dive on Chinese EV policy: ChinaTalk: Why Chinese EVs Will Take Over the World on Apple Podcasts Earlier podcast on the deep history of US trade policy: ChinaTalk: Tarriffs, taxes, and trade: Doug Irwin on ChinaEconTalk on Apple Podcasts Brad's paper: Power and Financial Interdependence (ifri.org) Outtro Music: Golden Earring's Radar Love Here's a fun playlist on the best car songs: https://open.spotify.com/playlist/6l0sSAdFwyCH1...

May 15, 20241 hr 18 min

MITRE on S&T Strategy

Charles Clancy is the CTO of MITRE , an American not-for-profit organization managing federally funded research and development centers (FFRDCs) supporting various US government agencies in defense, healthcare, national security, and cybersecurity fields, among others. In this interview, we discuss: What is MITRE and how does it support national science & technology strategy How China threatens America’s infrastructure and university R&D The cyber workforce gap and how AI could fill it F...

May 13, 202452 min

TSMC Takes Arizona

TSMC is taking on Arizona. How's it going? To discuss, ChinaTalk interviewed Viola Zhou , journalist at Rest of World. She has published pieces on Foxconn's quest to make iPhones in India and most recently, a gripping feature about the cultural challenges that TSMC is facing trying to manufacture semiconductors in the USA. Throughout her story, we get a peek into a world of rigid hierarchies, American workers who are slow on the uptake, and culture clash over pornographic desktop flair. Today’s ...

May 02, 202445 min

History and Future of India-China Relations

India’s elections are underway! What does the future hold for the world’s largest democracy? Will the election results impact India-China relations? What about India-US relations? To discuss, ChinaTalk interviewed Dr. Raja Mohan , Director of the Institute of South Asian Studies at the National University of Singapore. Co-hosting today is James Crabtree , author of The Billionaire Raj . We get into: What the border disputes between China and India can tell us about the political economy of the t...

Apr 25, 20241 hr 16 min

Japan's Resurgent Tech Scene

Ryan Takeshita is the Chief Global Editor at PIVOT, a new media outlet in Japan focused on the emerging startup scene. We get into: A stroll through recent economic history leading to today's 'boom times' Why more people are looking to leave traditional occupations for insurgent firms Challenges around demographics and immigration Outtro Music: Idol by Yaosobi https://open.spotify.com/track/1hAloWiinXLPQUJxrJReb1?si=36552bdc34cb4a73 Matsuri No Genzo by Hideo Shiraki and 3 Koto Girls https://open...

Apr 17, 202447 min

Japan's Economic Security Renaissance

To learn about Japan’s new economic national security policy, export controls, chip policy, lessons from history, and even space policy, we interviewed Kazuto Suzuki . Suzuki-san is a professor at the University of Tokyo. He serves as an advisor to Japan’s Ministry of the Economy, Trade, and Industry ( METI ) as well as advising Japan’s space program. He served on the UN Security Council's Iran Sanctions Panel, and he also recently established the Institute of Geoeconomics at the International H...

Apr 10, 20241 hr 22 min

A Gut Check on Intel and Nvidia with Asianometry, Fabricated Knowledge, and SemiAnalysis

Just minutes after the Taiwan earthquake yesterday, Dylan Patel of SemiAnalysis, Doug O'Laughlin of Fabricated Knowledge, Jon of Asianometry and yours truly had a brief hang where we got into: Intel's process progress and rocky financial road ahead Reflections out of GTC Jensen's galaxy brain Photo of the woman who saved Intel, Dr. Ann Kelleher, General Manager of Foundry Technology Development. Outtro music: YELLOW黃宣 & 9m88 - 怪天氣 Strange Weather https://www.youtube.com/watch?v=1n_i0JupwRA L...

Apr 04, 202433 min

Amb. Rahm Emanuel on China and Japan

Straight from Tokyo, Japan: an exclusive with Amb. Rahm Emanuel. Before his current posting as US ambassador to Japan, Rahm served as a senior advisor to Bill Clinton, multiple terms in the US House of Representatives, Obama’s first chief of staff, and the mayor of Chicago. If nothing else, you can count on his gloves-off, no-holds-barred approach to politics — and he’s been no different when it comes to China. Notwithstanding reports that even officials in Biden’s NSC have told him to stop “tau...

Apr 02, 202459 min

Biotech 101

Biotech. What is it? Why should you care? Does biotech really matter for national security? What are China’s biotech ambitions? To find out, ChinaTalk interviewed Jason Kelly , the Chair and Vice Chair of the National Security Commission on Emerging Biotechnology. Jason is the Co-Founder and CEO of Ginkgo Bioworks, a publicly traded firm that provides a horizontal platform for cell programming. Michelle Rozo is currently Vice President of Technical Capabilities at In-Q-Tel, and she previously he...

Mar 25, 20241 hr 46 min

EMERGENCY POD: TikTok Ban!?

Is Congress for real this time? To discuss the US domestic politics of the dramatic rollout and broader social, national, and geopolitical implications of the House's passage of a bill that would force Bytedance to divest from TikTok US, Ben Smith of Semafor joins the podcast. Outtro music: Olivia Rodrigo - Deja Vu 【Sped Up & reverb】 (youtube.com) The Platters - Only You - Lyrics - YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices...

Mar 14, 202447 min

Matt Clifford on China, AI Safety, and Entrepreneurship

How do you stand up an effective national AI project? Is the world prepared for the Reformation-level societal change AI could bring? Matt Clifford, according to Politico Britain’s most powerful tech adviser , joins ChinaTalk to discuss! He served as Prime Minister Sunak's sherpa for the UK AI Summit, chairs ARIA , the UK's answer to DARPA, and co-founded Entrepreneur First, a startup incubator with a strong presence throughout Europe and Southeast Asia. We get into: Tech Diplomacy & the UK ...

Mar 13, 20242 hr 14 min

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 ...

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 val...

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 w...

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 crus...

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/3T...

Jan 18, 20241 hr 53 min
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