Does America still have what it takes to stand up to China? Does short-term military readiness trade off with long-term strategy? What does the US need to do today to stay competitive for the rest of the century?
“Tony Stark” is the author of Breaking Beijing, a Substack examining the military dimensions of US-China competition. Tony’s Substack goes deep on ... 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
Apr 2023
Technology, Defense, and American-Chinese Competition
Chris, Zack, and Melanie sit down to talk about a new article by Eric Schmidt on whether the United States can win an innovation race with China. Where is the United States ahead and where is it behind in the tech competition? How should the U.S. government work with private ente ... Show More
59m 1s
Jul 2024
The US and China Are in an All Out Race For AI Domination
<p>There are several sources of tension right now between the US and China. Pure trade anxiety is a big one, with the US having imposed tariffs on Chinese electric vehicles, solar panels and other important industrial components. Then, of course, there are direct geopolitical con ... Show More
49m 48s
Apr 2024
Technology and the Future of Land Warfare
Technology is rapidly changing the modern battlefield, making it crucial for armies to adapt how they think, fight, and train. But what should that adaptation look like? How can the US Army, for example, evolve at the tactical level to both meet the challenges and leverage the op ... Show More
1h 2m
Feb 2025
Ep100. Britain's Military: A Tool for Global Ordering?
With a major war raging in Europe, a seemingly more expansionist Trump in the Whitehouse, and China’s long held desire to invade Taiwan, is Britain prepared militarily?
It’s hard to tell. The current Labour government is still refusing to set out in detail its plans for Defen ... Show More
48m 33s
Aug 25
America's lawyers vs. China's engineers
America has a hard time building stuff. Roads. Trains. Bridges. Housing. Everything takes seemingly forever. Meanwhile, China seems to have no trouble at all: high-speed rails, solar panels, electric cars, bridges, ports, all churned out at breakneck speed. Why is that? Sean's gu ... Show More
51m 37s