China's energy problems are back in the news. Joining me to discuss them is Yan Qin, lead analyst at Refinitiv, with my Rhodium colleague Irina Liu as co-host.
We discuss
Whether China is serious about its climate pledge
Why Chinese industry is moving westwards
How "carbon neutral" became a hot topic
The importance of global cooperation on climate change ... Show More
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