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 mobile carrier”. Also joining the conversation is Dmitri Alperovitch, chairman a ... Show More
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
Jul 2025
The Case for Smarter AI Regulation, With Matt Perault
Regulating how AI is used—not how it's built—is the only way to protect innovation and give small startups a fair shot. Rob and Jackie sit down with Matt Perault, Head of Artificial Intelligence Policy at Andreessen Horowitz, to discuss the significant burden regulatory framework ... Show More
25m 11s
Apr 2025
DOGE and the United States of AI
Across the United States and in some cities abroad yesterday, protestors took to the streets to resist the policies of US President Donald Trump. Dubbed the "Hands Off" protests, over 1,400 events took place, including in New York City, where protestors called for billionaire Elo ... Show More
53m 58s
Nov 5
The Man Leading Trump’s AI Charge Against China
At WSJ’s Tech Live, Jessica Mendoza sits down with Michael Kratsios, Director of the White House Office of Science and Technology Policy to discuss the pivotal moment in the U.S.-China AI race, how he thinks AI should be regulated, and whether or not the AI boom might be a bubble ... Show More
20m 54s