The most important question nobody's ask...

Dylan Patel, founder of SemiAnalysis, provides a deep dive into the 3 big bottlenecks to scaling AI compute: logic, memory, and power.And walks through the economics of labs, hyperscalers, foundries, and fab equipment manufacturers.Learned a ton about every single level of the st ... Show More

Renaissance history is so much wilder and weirder than you would have expected. Very fun chatting with Ada Palmer (historian, novelist, and composer based at the University of Chicago).Some especially fascinating things I learned from the conversation and her excellent book, Inve ... Show More

Dario Amodei thinks we are just a few years away from AGI — or as he puts it, from having “a country of geniuses in a data center”. In this episode, we discuss what to make of the scaling hypothesis in the current RL regime, why task-specific RL might lead to generalization, and ... Show More

Keyu Jin is an economist specializing in China’s economy, international macroeconomics, global trade imbalances, and financial policy. She is the author of The New China Playbook: Beyond Socialism and Capitalism. Thank you for listening ❤ Check out our sponsors: https://lexfridma ... Show More

This week on Breaking Banks, host Brett King takes us to Shanghai for a riveting discussion with Jason Cao, CEO of Huawei’s Global Financial Services competency. In this eye-opening episode, they uncover how China is shaping the future with AI—not as a mere tool for profit, but a ... Show More

<p>From high-speed rail to electric cars to batteries to AI, it’s clear that China can operate with incredible speed at massive scale. Can the US still compete?</p><p>We sat down with Dan Wang, a Research Fellow at the Hoover Institution and the author of “Breakneck: China’s Ques ... Show More

My guest today is Dan Wang. Dan is a technology analyst and author who spent six years living in China studying its manufacturing ecosystem and tech development, best known for his new book Breakneck. Dan offers the most nuanced framework I've encountered for understanding US-Chi ... Show More

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they dive deep into China’s explosive innovation across AI and EVs, the rise of open-source models, lessons for U.S. competitiveness, the real story on tar ... Show More

<p>Ben, Marc, and Erik Torenberg are joined by Brian Schimpf, Cofounder & CEO of Anduril, and Chris Power, Founder & CEO of Hadrian. Together, they dig into America’s defense production gap: why the U.S. can out-innovate but not out-produce—and what it will take to turn that arou ... Show More

<p>Kevin Rudd, the former Australian prime minister, has made a life-long study of China’s leadership. He tells Gideon how an understanding of Communist ideology helps explain Xi Jinping’s decision to roll back on the market reforms of his predecessor Deng Xiaoping. They are also ... Show More

Paris Marx is joined by Yangyang Cheng to discuss how Huawei became one of the most powerful companies in China and how current geopolitical narratives distract from the issues at the heart of surveillance capitalism in the US and China.Yangyang Cheng is a Research Scholar in Law ... Show More

This week, we are joined by Kyla Cardona and Aurora Johnson from SpyCloud discussing their research "China’s Surveillance State Is Selling Citizen Data as a Side Hustle." Chinese technology companies, under CCP mandate, collect vast amounts of data on citizens, creating opportuni ... Show More

First developed in China, Manus AI and DeepSeek have made great waves on an international scale. Sought-after for their cost-effectiveness compared to US-made tech, Manus AI and DeepSeek are quickly becoming dominant technologies inside the country. In this five-minute Friday, Jo ... Show More