ChinaTalk

ChinaTalk

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    71 min

    per episode

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ChinaTalk episodes

  • The Chips Act and National Security

    After decades of neoliberalism, how much can America’s bureaucrats crank the dial on effective industrial policy? Will the CHIPS Act succeed at reshoring high-tech manufacturing?

    Next week is the Chips Act’s second anniversary. To discuss, ChinaTalk interviewed Ben Schwartz, the former director for national security at the CHIPS Program Office, which manages a $39 billion grant program appropriated by the CHIPS and Science Act.

    We get into: 

    • The methods and obstacles for American semiconductor policy;
    • How CHIPS Act guardrails aim to balance economic growth and national security; 
    • The negotiation process for companies interested in receiving CHIPS Act funding;
    • Reshoring vs friend-shoring and the challenge of Chinese dominance in legacy chip manufacturing;
    • Staffing and organizational structure of the CHIPS Program Office, plus the role of Commerce Secretary Gina Raimondo;
    • The challenge of collecting data on secretive semiconductor supply chains.

    • Outtro Music: The Rolling Stones - You Can’t Always Get What You Want (Youtube Link)

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      1 hr 4 min
    • A BREATHER: Making Clothes in China

      This is a show about globalization, fashion design, and the future of manufacturing-based economic growth.

      For a breather from the election chaos, ChinaTalk interviewed Will Lasry, Montreal-based designer, manufacturing specialist, and founder of Glass Factory. Will and his team are on a mission to make manufacturing transparent. They fly all around the world making documentaries on clothing factories and playing matchmaker between designers and producers. Check out his Youtube channel here. 

      We discuss: 

      • How clothes are made, including the complicated processes behind distressed denim and other trends; 
      • What makes a country an ideal destination for manufacturing clothing, and whether rising labor costs will drive the industry out of China entirely;
      • Xinjiang cotton, environmental destruction, and other unethical practices hanging over the fashion industry;
      • Why Gucci and other high-end designers are betting that “Made in India” will soon be even more chic than “Made in Italy.” 

      • Co-hosting today is longtime ChinaTalk editor Irene Zhang.

        Outtro music: Vinida Weng - WAIYA! (Youtube Link)

        Thumbnail image: Link.

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        1 hr 16 min
      • EMERGENCY POD: JD Vance's Economics + How to SPR Critical Minerals + Policy Entrepreneurship

        What does JD think about currency, tariffs, and industrial policy?

        How has the Strategic Patroleum Reserve evolved into new relevance with some fun new powers over the past few years, and how can America take lessons from this success and apply them to addressing critical minerals?

        And what secrets of policy entrepreneurship can Arnab teach me?

        To discuss we have on Arnab Datta of Employ America and Matt Klein of The Overshoot podcast.

        Plus we get some parent corner!

        Outtro music: Melody by Ash Island (matched my mood of wanting to scream things I don't understand) https://www.youtube.com/watch?v=yHWWGm0nxYk

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        1 hr 30 min
      • Sen. Young on Tech Legislation

        Where is Congress on AI? How will a second Trump term impact US innovation? Does Congress have what it takes to step up and legislate in a world without Chevron?

        To discuss, ChinaTalk interviewed Senator Todd Young of Indiana (R). He’s a rare breed on Capitol Hill these days: an actual legislator. Sen. Young drafted the Chips and Science Act with Sen. Schumer and is the co-author of my personal favorite bill this Congress which aims to establish an Office of Global Competition Analysis. He announced earlier this year that he would not be endorsing Trump’s candidacy this cycle.

        We get into…

        • Biden’s woes
        • The case for an office of tech net assessment
        • The future of tech legislation post-Chevron
        • The Senate’s AI Policy Roadmap and where the GOP is on AI regulation
        • Chinese espionage and high-skill immigration policy

        • Outtro music: AC/DC - Dirty Deeds Done Dirt Cheap (Youtube Link)

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          41 min
        • EMERGENCY POD: Biden and Shakespeare

          How can Shakespeare help explain the dynamics we're seeing around Biden today?

          We get into King Lear, Richard II, Macbeth and Coriolanus to illustrate themes on conniving courtiers, political marriages, and politicians facing the end.

          Joining us today: Eliot Cohen, author of The Hollow Crown, two dramaturgs Drew Lichtenberg and Kate Pitt, as well as actor Phil Schneider.

          Kate's substack: https://shakespearenews.substack.com/

          Phil's still looking for an agent! Reach out to me [email protected] to connect with him!

          Outtro music: https://www.youtube.com/watch?v=pEqnXNsAFL8

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          1 hr 15 min
        • A National Vision for Competitiveness

          What will it take for the US to remain competitive in 21st-century technologies? Is high state capacity a thing of the past?

          To discuss, ChinaTalk interviewed David Lin, Abigail Kukura, and Venkat Somala from the Special Competitive Studies Project. SCSP’s new report outlines exactly how America should compete in the tech-powered future of geopolitics. 

          We get into…

          • The role of public-private research partnerships and SCSP’s relationship with the National Security Commission on Artificial Intelligence;
          • A strategy for upgrading US institutions with the help of emerging technologies like AI;
          • The historical decline of government-backed research in the US;
          • China’s industrial espionage and the potential for stolen innovations to consolidate authoritarianism across the globe;
          • Bureaucratic moonshots and techniques for communicating urgency to the slow-moving American polity.

          • Our past episode on tech net assessment: Crafting A National Tech Strategy and Reviving Net Tech Assesment (Spotify Link) (Apple Podcasts Link)

            Our past episode on bureaucratic moonshots: Peter Harrell on Bureaucratic Barriers to Competition (Spotify Link) (Apple Podcasts Link)

            Outtro music: SadSvit - Касета (Youtube Link)

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            48 min
          • Scale's Alex Wang on the US-China AI Race

            How could AI change the global balance of power? What could the US and allies do to preserve national moats?

            To discuss, ChinaTalk interviewed the CEO of Scale AI, Alex Wang. In a blog post announcing Scale’s $1 billion fundraising success, Alex wrote that Scale is aiming to grow into the world's data foundry for AI.

            Alex grew up in Los Alamos, New Mexico, with two physicist parents who worked in the national labs, and he started Scale in college.

            I am particularly excited to have Alex on the show because he is perhaps the only private-sector AI leader working with the DoD and thinking seriously about the national security implications of AI.

            We discuss:

            • The three key factors limiting rapid AGI takeoff, and how quickly these barriers will be overcome;
            • China’s strengths and weaknesses in the race for AGI;
            • National security implications for winning (or losing) the AI race;
            • Prospects for AI net assessment and the case for a Manhattan project for data;
            • Methods to prevent AI espionage without kneecapping innovation or profiling immigrants.

            • Outtro music: Zach Bryan - Pink Skies (Youtube Link)

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              1 hr 6 min
            • Taiwan War + Grand Strategy for Cold War II

              Is Cold War II upon us? What should America do to prevent it from becoming a hot war? 

              To discuss, ChinaTalk interviewed Dmitri Alperovitch. Dmitri emigrated from Russia in 1994 at age 13. He co-founded the leading cybersecurity startup Crowdstrike, and has spent the past four years running his new think tank, the Silverado Policy Accelerator. 

              He's also the author of the new book World on the Brink: How America Can Beat China in the Race for the Twenty-First Century. 


              We discuss:

              • Lessons from Cold War crises that almost went nuclear;
              • Underappreciated parallels between the Soviet Union and China today;
              • Groupthink in Washington as well as in Silicon Valley;
              • What a productive economic relationship with China would look like given national security concerns;
              • Some bold military and diplomatic recommendations for Taiwan;
              • … and more!


                Work with Matt at Open Philanthropy: Clickable link, URL: https://jobs.ashbyhq.com/openphilanthropy/f33460e1-e092-46ae-918a-85338ffad9a3

                Kennedy's speech to the American people regarding the Berlin Wall: JFK Library.

                Outtro music: Leningradskie mosty from 1957 USSR

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                1 hr 31 min
              • The Best Chinese Songs of 2024 - with Concrete Avalanche

                Jake Newby is the author of Concrete Avalanche, a free newsletter about music from China. Today, he's here to play you some of his favorite tracks from 2024 thus far — including everything from psychedelic rock to rare Uyghur folk, and from Beijing kawaii core to Tibetan Buddhist chants mixed with footwork.


                00:00:00 'Narcissus' Death' — Backspace (read more)

                00:05:38 '红喷泉' — Pepper Heart (read more)

                00:09:35 'Mail from the River' (live) — Wang Wen (read more)

                00:15:30 '她的力量来自海洋' — Yang Haisong & Wang Xiaofeng (read more)

                00:22:32 'Ollie' — 西红、CNdY (read more)

                00:26:43 'Lost in Bamboos' — Cola Ren (read more)

                00:30:38 'Southern Shanghai' — Voision Xi (read more)

                00:34:20 'Liquid' — Duck Fight Goose (read more)

                00:36:54 '玉林敬酒歌‘ — Run Run Run (read more)

                00:40:35 'Mountains in Yukashima' — Birdstriking (read more)

                00:45:38 'SonicBaby' — XIAOWANG (read more)

                00:48:25 'My Vagina' — Fakeorgasm (read more)

                00:50:25 'Mantra of Vajra Armour' — Howie Lee (read more)

                00:54:08 'Bash Bayawan Muqam' — Mekit Dolan Muqam Group (read more)

                00:59:13 'Μῆνιν ἄειδε, θεὰ παραμαινομένη ἐμοῦ...' — Ὁπλίτης (read more)

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                1 hr 10 min
              • Shakespeare and Power

                Are politicians and actors two sides of the same coin? Can you become a better public speaker by studying soliloquies? What can Shakespeare teach us about the nature of power?

                To discuss, ChinaTalk interviewed Eliot Cohen: SAIS professor, military historian, and counselor to Secretary of State Condoleezza Rice. He is also the author of The Hollow Crown: Shakespeare on How Leaders Rise, Rule, and Fall. 

                Co-hosting is Jordan’s little brother, actor Phil Schneider. He recently graduated from Yale where he starred in a production of Hamlet. He’s played Romeo, Octavius Valentine, Richard II, and Leontes. Also, he’s looking for a new agent — reach out at [email protected]!

                They discuss: 

                • Royal/executive power — what getting it does to you, and why relinquishing it is so hard;
                • Court intrigues of yore (and today);
                • Timeless techniques for exhorting and manipulating the masses;
                • What makes a great speech;
                • What it really means to be an effective leader, and how great leaders know when it's time to quit.
                • Nixon's Farewell speech: Youtube link.

                  Outtro audio: Orson Welles Recounts Crossing Paths With Hitler And Churchill. Youtube link.

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                  1 hr 16 min

                About ChinaTalk

                From the publisher's feed

                Conversations exploring China, technology, and US-China relations. Guests include a wide range of analysts, policymakers, and academics. Hosted by Jordan Schneider.

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