ChinaTalk
Jordan Schneider
Catégories: Actualités et Politique
Écoutez le dernier épisode:
Kevin Xu of http://interconnected.blog/ and I did a liveshow on substack! We chat about why working in Chinese AI looks so much tougher than building in the West: less compute, lower upside, more political constraints, and a much weaker market for enterprise software. We also get into Kevin Xu's definitive history of open source in China (https://interconnected.blog/chinese-open-source-a-definitive-history/?ref=kevin-xus-interconnected-newsletter) and talk why open source has become one of the few real paths Chinese AI companies have to win users abroad, even as the business model at home remains brutal. Also: the Qwen shakeup at Alibaba, what it says about the limits of China’s AI lab ecosystem, and why Chinese firms may still beat the West in areas like AI shopping and commerce. Learn more about your ad choices. Visit megaphone.fm/adchoices
Épisodes précédents
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601 - Why it Sucks to Work in AI in China + Open Source with Kevin Xu Thu, 12 Mar 2026
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600 - Software Abundance for Government With Cognition's Russell Kaplan Mon, 09 Mar 2026
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599 - Second Breakfast: Iran and the DIB with Fmr SECAF Frank Kendall Fri, 06 Mar 2026
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598 - Autonomous Weapons 101 + Anthropic v DoW Thu, 05 Mar 2026
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597 - Emergency Pod: Iran + Anthropic Mon, 02 Mar 2026
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596 - Second Breakfast: Anthropic, SecDefs being weird Fri, 27 Feb 2026
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595 - Lawrence Freedman on Strategy and Nuclear War Wed, 25 Feb 2026
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594 - Emergency Pod: SCOTUS Scraps Tariffs! Fri, 20 Feb 2026
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593 - Second Breakfast: Iran, Munich + European Defense Tech, Anthropic Fri, 20 Feb 2026
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592 - How the US Won Back Chip Manufacturing Tue, 17 Feb 2026
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591 - Rickover’s Playbook: Building Hard Things Inside the State Fri, 13 Feb 2026
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590 - Chinese Peptides (Reported Podcast Special Edition!) Fri, 13 Feb 2026
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589 - China's Gaming Landscape Wed, 11 Feb 2026
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588 - Chinamaxxing Thu, 05 Feb 2026
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587 - Military Revolutions with Ed Luttwak Sun, 01 Feb 2026
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586 - Second Breakfast: Invading Canada, Benedict Arnold, Iran Fri, 30 Jan 2026
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585 - EMERGENCY POD: PLA Purges Continue! Wed, 28 Jan 2026
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584 - Overfit: Claude Code is Everything, Trump Vibe Codes Sun, 25 Jan 2026
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583 - Second Breakfast: Battleships, Golden Dome, Greenland, Kash, Presidential Comedy Sat, 24 Jan 2026
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582 - The Future of Economic Security with Dan Kim and Chris Miller Wed, 21 Jan 2026
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581 - Party Time! Jon Czin on US-China in 2025 and 2026 Mon, 19 Jan 2026
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580 - The China Commission Reports! Sat, 17 Jan 2026
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579 - Richard Danzig on Cyber and AI Sat, 17 Jan 2026
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578 - Ben Buchanan on AI and Cyber Sun, 11 Jan 2026
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577 - Second Breakfast: Iran, $500B for Defense...and should we pity RTX? Fri, 09 Jan 2026
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576 - Transistor Radio: WFE and Doug's Claude Code Psychosis Thu, 08 Jan 2026
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575 - Are We Cooked? Q1 2026 Wed, 07 Jan 2026
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574 - Emergency Second Breakfast: Venezuela Tue, 06 Jan 2026
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573 - Japanese Economic Security Policy with A REAL LIFE METI OFFICIAL Fri, 02 Jan 2026
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572 - ChinaTalk 2025 Year in Review Tue, 30 Dec 2025
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571 - Joe Weisenthal and I do a Show About Nothing Tue, 23 Dec 2025
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570 - Second Breakfast: Arctic Warfare Christmas Special! Mon, 22 Dec 2025
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569 - Rahm Returns to Chat Trump and China: “He is the worst negotiator.” Thu, 18 Dec 2025
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568 - Détente 2.0 with Mike Froman of CFR Mon, 15 Dec 2025
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567 - Second Breakfast: Habemus NDAA! Fri, 12 Dec 2025
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566 - Overfit: NeurIPS Vibes, Research Doesn't Matter, OpenAI Cooked? Wed, 10 Dec 2025
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565 - Emergency Pod: H200s to China with Dmitri Alperovich Tue, 09 Dec 2025
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564 - Second Breakfast: Trump's National Security Strategy + Hegseth's Second Strike Fri, 05 Dec 2025
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563 - Helen Toner Takes the CSET Reins Tue, 02 Dec 2025
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562 - The Future of Secure Telecom Tue, 25 Nov 2025
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561 - Transistor Radio: OpenAI Loses the Mandate, Railroad Bubble = AI Bubble Tue, 25 Nov 2025
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560 - Second Breakfast: Witkoff and Putin's Peace Deal Fri, 21 Nov 2025
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559 - The Z.ai Playbook Fri, 21 Nov 2025
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558 - Jake Sullivan on Playing the Long Game Tue, 18 Nov 2025
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557 - Second Breakfast: Acquisition Reform? Are We Really Doing It? Sat, 15 Nov 2025
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556 - Overfit: AI Lovers, Chinese Model Takeover, Vice Signalling, Hefei Model Tue, 11 Nov 2025
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555 - Second Breakfast: Colby's Pigpen, Counter-UAS, Training, Eat like a Trumper (or Iranian Spy?) Fri, 07 Nov 2025
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554 - EMERGENCY POD: Tariffs on Trial Thu, 06 Nov 2025
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553 - CCP Bureaucracies in War Sun, 02 Nov 2025
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552 - Second Breakfast: Xi-Trump, Taiwan Deterrence, Tibetan Buddhism, Antietam Thu, 30 Oct 2025