Asianometry

By Jon Y

Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff.... more

· Technology

5

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FAQs about Asianometry:

How many episodes does Asianometry have?

The podcast currently has 247 episodes available.

Asianometry episodes:

September 28, 2025 Drone Delivery Is Taking Off
My first thought when I heard about Manna was that drone delivery didn't work. Just look at the tech giants Amazon and Google. In 2013, then-CEO Jeff Bezos announced on the CBS TV show 60 Minutes that Amazon was testing deliveries with drones. A year later, Google/Alphabet subsidiary Wing started up their drone work too. Yet after a decade, delivery especially in the US is still done by a guy in a truck. And nothing about that seemed to be changing anytime soon. But then I listened to Ben Thompson's interview with Manna's CEO and founder Bobby Healy. Bobby sounded like he knew the business rather well. And so, I decided to make some time to come to Dublin to do a visit. After five long years in Europe, the drone delivery industry is starting to take off. In today’s video, I flew to Ireland to visit a drone delivery startup, and they answered every question I had.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
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...more
0min
September 21, 2025 The Sushi Robots
It is 1982. And word in the United States is that the Japanese have made a sushi robot. The newspaper headlines had a blast. "You can have sushi robot for a mere $1.6 million yen", or "Japanese shops resist tide of automation" or "Sushi shop owners at sea over robot in Japan". And when the machine first obtained export clearance to the US, we got the gem "Sushi Robot invasion slices into West Coast". My initial impression of the first Sushi Robot was that it did something with the fish. Cutting it or something. I was wrong. The first Sushi Robot was a rice machine. In today's video, we go back yet again to my favorite carb. And discuss the machine that industrialized the art of sushi.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
...more
21min
September 14, 2025 The Most Scalable Semiconductor
In the beginning, 2D NAND had only one way to scale. Making the cells smaller. That eventually hit a technical wall. Now what? It is all over, right? WRONG! We go UP, baby! The results are astonishing. 3D NAND is perhaps the most scalable semiconductor product ever mass produced. In today's video, we talk 3D NAND.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
...more
0min
September 11, 2025 Silicon Valley’s Doing Hard Things Again
I visited the Bay Area again after a year for another round of talks and visits. The AI boom is entering its third year. In some ways, that is young. To compare, the mobile boom at three years had yet to see the iPhone 4. The App Store was just taking off. Year three for the AI Boom feels different. It feels like things are becoming for sure. Certain assumptions and feelings are locking in. At the same time, the OpenAI dream has fired up a new generation of builders. And for that reason, I think Silicon Valley is more exciting than it has been for many years. As always, this write-up is all about vibes. No data. But the thing to realize is that we must embrace the vibes. Since that’s how things seem to operate nowadays.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
...more
0min
September 07, 2025 A Good Old-Fashioned American Nuclear Energy Debacle
In the early 1970s, a small agency of about 81 people backed by some of Washington state's local utilities decided to build five nuclear power plants. Simultaneously. And it went about as well as you might think. With the country's biggest municipal bond bankruptcy up until then. And four abandoned power stations. The story of Washington Public Power Supply System’s attempt to pull off America's most complicated construction project is a fascinating mix of civil service, bad estimates, nuclear immaturity, and just plain mismanagement. In this video, a good old-fashioned American nuclear energy debacle.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
...more
32min
September 01, 2025 Disrupting Big Steel: Conquest of the Minimills
I have always found it amusing that the canonical story of technology disruption had nothing to do with silicon, PCs, SaaS, or AI. It involved steel. The late great Clayton Christensen mentioned the minimills in his 1997 book, the Innovator's Dilemma. He wrote that minimill steelmaking was a disruptive technology, one that emerged like the Mongols to take down a complacent empire. Was that what really happened? The whole thing has always fascinated me. In today's video, the conquest of the minimills. A story of pure disruption.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
...more
38min
August 24, 2025 Intel Should Second-Source Nvidia
In August 2025, the Wall Street Journal reported that the United States Government is considering to take a financial stake in Intel. A bit later, Bloomberg reported that the US Government is looking to take a 10% stake via CHIPS Act money. The Intel situation is fluid. And my style of work is not suited for these strange, 24-second news cycle. Things change on a dime. But I have an idea that I want to write about. One of Intel's problems is that its old monopoly is dying. So to revive it, I think Intel should get access to Nvidia's crown jewels. In today's video, a modest proposal regarding Intel.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
...more
16min
August 21, 2025 The Weird OS Built Around a Database
Is it a database software? An operating system? It's both. Produced by Richard Pick, nicknamed "Dick", (Yes, I know) Pick OS is older than SQL, UNIX, or CP/M. I have never seen anything like it, and the people who use it tend to love it to death. In today's video, we explore a unique database software plus operating system.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
...more
20min
August 17, 2025 The Evolution of Flash Memory
Back in 1987, flash memory cost about $80,000 per gigabyte. Twenty years later in 2007, prices had fallen to just $10 per gigabyte. By 2014, just 27 cents. And then as of this writing, spot prices were quoting just about two cents per gigabyte. That is some insane scaling. Moore's Law might have faltered...in the logic world. But it is still alive and well in flash memory, particularly the variant known as NAND. In fact, one can argue that flash memory - first NOR and then NAND - has been one of the most successful semiconductor products ever made. In this video, the 60-year evolution of flash memory.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
...more
26min
August 14, 2025 Nongfu Spring and China's Bottled Water Wars
Nongfu Spring emerged out of China's Thousand Island Lake to become the country's largest water seller. Today, its founder is China's richest man, more or less, with a fortune valued at nearly $60 billion. The history of Mainland China's bottled water industry is wild with episodes of scandal, health pseudoscience, and random bouts of cancel culture. How much drama can a water company twist open? You might be surprised. In this video, a Chinese water business.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
...more
0min

FAQs about Asianometry:

How many episodes does Asianometry have?

The podcast currently has 247 episodes available.

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