The Chips Avengers assemble once again! Reva Goujon of the Rhodium Group, JP Kleinhans of the European think tank SNV, Jay Goldberg of Digits and Dollars, and Dylan Patel, who writes SemiAnalysis.
In this episode of ChinaTalk, we all:
Deep dive into the CHIPS Act's recent Notice of Funding Opportunity (NOFO);
Discuss the potentially existential impact of A ... Show More
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
Nov 18
Jake Sullivan on Playing the Long Game
After five long years since his last ChinaTalk appearance, Jake Sullivan returns to the show!
We discuss…
Sullivan’s experience managing crises, implementing grand strategy, and cultivating leadership skills during the Biden administration,
The art of crafting aggressiv ... Show More
1h 10m
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: 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