Should the US ban TikTok? What role does open source play in the tech ecosystem and the Chinese government's plans for self-reliance? Why does tech occupy such a unique role in the US-China tech cold war? And what can Kanye teach us about foreign policy?
Today's guest is Kevin Xu, author of the interconnected newsletter.
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Yesterday
The Future of Secure Telecom
In the wake of Salt Typhoon, what does the future of secure telecom look like?
To find out, ChinaTalk interviewed John Doyle, a former Green Beret who spent a decade building Palantir’s national security practice before founding Cape, which calls itself “America’s privacy-first ... Show More
59m 15s
Yesterday
Transistor Radio: OpenAI Loses the Mandate, Railroad Bubble = AI Bubble
Doug, Dylan, and Wei of SemiAnalysis join me (Jon was sleeping at 5AM taiwan time...) for a pre-holiday get together.
01:00 AI Mandate--OpenAI slipping
19:03 Dylan sells TSMC on AI better than sama
24:17 Doug teaches a lesson on railroad bubbles and ai
32:30 Sarah Friar fails ... Show More
50m 48s
Nov 21
Second Breakfast: Witkoff and Putin's Peace Deal
Eric Robinson, Justin Mc, Tony Stark and I talk China's sushi ban, Witkoff's peace plan, Jake Sullivan, William Manchester's absurd memoir
Here's the full text of the peace plan: https://www.axios.com/2025/11/20/trump-ukraine-peace-plan-28-points-russia
Chapters
00:00 China ... Show More
59m 8s
Apr 2022
Tech Tonic, the US-China Tech Race: Spies & Lies (Part One)
<p>In the first episode of this season’s six-part series, the FT’s Global China Editor James Kynge tracks China’s dramatic transformation from the manufacturing workshop of the world to the next global superpower. The driver of that change is technology, sparking a battle between ... Show More
31m 37s
Apr 2022
US-China Tech Race: Spies and Lies (Part Two)
<p>In the second episode of this season of Tech Tonic, James Kynge, the FT’s Global China Editor, asks how significant Chinese intellectual property theft has been to the country’s rise as a global tech superpower.</p><p>We hear from an FBI agent based in Silicon Valley whose job ... Show More
30m 37s
Apr 2022
US-China Tech Race: Chips with Everything
<p>Our latest season of Tech Tonic continues, with a deep dive into the semiconductor industry and Taiwan’s unique position as a bastion of computer-chip talent. James Kynge, the FT’s global China editor, looks into the unintended consequences of the race for semiconductor domina ... Show More
25m 58s