CSIS' Bonny Lin joins to discuss how Beijing is responding to the war in Ukraine, potential future paths for Chinese policy, whether the IC could pull the same intelligence coups in Beijing as they did in Moscow, how the PLA may adapt to lessons from in theater, and what Biden should do if Putin drops a tactical nuclear weapon.
This show was recorded on Mar ... 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
Mar 2022
Where is the Ukraine conflict heading?
<p>How long can the Ukrainians hold out? Will Vladimir Putin be stuck in a never-ending war and how would Russians tolerate that? Might western powers be dragged in? Ben Hall, the FT’s Europe editor, discusses these questions with John Paul Rathbone, defence and security correspo ... Show More
23m 10s
Apr 2023
Ukraine’s Spring Offensive
Russia’s winter offensive in Ukraine was largely a bust. Now, it’s Kyiv’s turn to strike back. What can its army achieve, and what help does it need from the West? Former NATO Supreme Allied Commander James Stavridis joins FP’s Ravi Agrawal to game out what happens next, plus how ... Show More
35m 58s
Mar 2022
Ukraine failures tarnish Putin’s aura of invincibility
<p>Putin’s war in Ukraine is not going to plan, but it’s as yet unclear how the Russian leader will react to these failures. Gideon talks to strategic expert Lawrence Freedman about what the Russian military can realistically achieve and, in particular, how worried Nato should be ... Show More
20m 14s
Mar 2022
Reporting Russia’s war in Ukraine
The intensive media coverage of Russia’s war in Ukraine has rallied global public opinion behind Ukraine, while also resulting in accusations of Western bias.
In London, the New Statesman’s editor-in-chief, Jason Cowley, joins Emily Tamkin and Katie Stallard in Washington, DC, t ... Show More
35m 52s