Peak China with Noah Smith and Matt Klein

09/22/23 • 69 min

1 Listener

ChinaTalk

Noah Smith of https://www.noahpinion.blog/ and Matt Klein of https://theovershoot.co/ join ChinaTalk to discuss:

We get into:

What's really happening with China's economy and why it matters strategically
How China's potential peak parallels Japan's
Why the world should and shouldn't be scared of China's progress in semis and EVs
What another Trump Administration could do for US-China relations
How Noah actually does his substack

This was a fun one, I hope you enjoy!

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Noah Smith of https://www.noahpinion.blog/ and Matt Klein of https://theovershoot.co/ join ChinaTalk to discuss:

We get into:

What's really happening with China's economy and why it matters strategically
How China's potential peak parallels Japan's
Why the world should and shouldn't be scared of China's progress in semis and EVs
What another Trump Administration could do for US-China relations
How Noah actually does his substack

This was a fun one, I hope you enjoy!

Learn more about your ad choices. Visit megaphone.fm/adchoices

Previous Episode

EMERGENCY POD: Huawei's Breakthrough, the Technical, Industrial and Strategic Implications

Huawei’s breakthrough Kirin 9000s: what is it, why is it a big deal, and what if anything should the US do about it? Joining me, I have on two fantastic semiconductor analysis, Doug O'Laughlin of Fabricated Knowledge and Dylan Patel of SemiAnalysis. We get into:

How this chip illustrates Chinese engineering excellence and the porous nature of the current export control regime
Why we can expect AI chips on par with the A100 coming out of China in the next two years
What steps the US government could take to tighten export controls and set back the Chinese semiconductor ecosystem
How China has come to dominate both the lagging edge and the EV space

Here's my piece on the topic: https://www.chinatalk.media/p/huaweis-breakthrough-the-strategic

And here's Dylan's: https://www.semianalysis.com/p/china-ai-and-semiconductors-rise

Outtro music: 潮州土狗 - 50元的檳榔 https://www.youtube.com/watch?v=mjl2qabfSNs

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Next Episode

Deep Tech VC On AI, Chips, and US-China Competition

James Wang, partner at Creative Ventures, joins to discuss:

Huawei breakthrough implications and why NVIDIA's CUDA will make it particularly difficult to create a useful domestic AI chip
Why China's AI companies have been underperforming my expectations
How semiconductor industry dynamics parallel the challenges facing AI startups
How pizza machines explain AI's future impact on the labor market
Challenges and opportunities in investing in deep tech, including the eager but raw founder talent pool as well as the importance of market structure and distinguishing between R&D and engineering risk

This show was brought to you by Creative Ventures.

Creatives Ventures is at https://creativeventures.vc/

James writes at https://weightythoughts.com/ and tweets at @AJamesWang

Outtro Music: the legendary Combination Pizza Hut and Taco Bell

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