ChinaTalk

What do actual historians think about the Thucydides Trap? Does our 'low T' discourse all just come back to the movie 300? How the did ancient Greeks fight and why does Homer still keep us coming back 2700 years later?

To discuss we have on the excellent Roel Konijnendijk, professor at Oxford and author of Classical Greek Tactics: A Cultural History.

Tony Stark and Justin McIntosh join.

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Claude Mythos scrambled American AI policy, leaving us with what Dean Ball calls a de facto involuntary licensing regime from the administration that promised us the opposite. Zhipu's cofounder says China will have a Mythos-class model before the end of the year; IAPS says February 2027. Either way, Beijing is about to face down the same question, but unlike Washington, it already has a form to fill out.

Guests: Kevin Xu of Interconnected. Matt Sheehan, a fellow at the Carnegie Endowment.

We discuss…

Why China's answer to Mythos will look like Glasswing — but started by the state, not a lab, with government ministries and central SOEs first in line

Whether the CAC's content-testing regime can absorb cyber, and why a Chinese lab dropping a frontier model without a heads-up would be "very bold and self-destructive behavior"

The mixed signals on open source — a Reuters report on MOFCOM and NDRC weighing export controls on model weights, versus Minimax and Zhipu founders publicly doubling down, with Xi's WAIC speech as the tiebreaker

Whether open weights even matter when running a frontier model adversarially requires a datacenter, and the case that lighting the dark park makes it safer

What the US and China can actually agree on — non-state actors, eval methodology sharing, and why labor displacement lessons don't travel

Companion-app regulation flowing from Sacramento and Albany to Beijing, the AI policy brain drain into the labs, and whether Sam Altman's five percent is American state capitalism or just a Trump thing

song: https://suno.com/s/xZE1pIKrVBtCfTBO
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Beijing just announced a persistent Coast Guard patrol east of Taiwan, the administration is calling arms sales a "bargaining chip," and the NDS doesn't mention Taiwan at all. Is deterrence in the Strait quietly coming apart?

Randy Schriver is Chairman of the Institute for Indo-Pacific Security (the successor to Project 2049), current chair of the US-China Economic and Security Review Commission, and served as Assistant Secretary of Defense for Indo-Pacific Security Affairs in the first Trump administration.

We discuss…

China's new persistent Coast Guard patrol east of Taiwan, and how lawfare, fishermen rescues, and radio queries make sovereignty claims physically manifest,

Why treating arms sales as a "bargaining chip" puts the US out of compliance with the Taiwan Relations Act,

Whether Seoul and Tokyo go nuclear as hedging accelerates — and what the axis of autocracy means for a Korea contingency,

How many Chinese mothers will sacrifice their only legal child for a Xi Jinping vanity project — and why America stopped doing information warfare,

Blockade vs. invasion, Hellscape, and why the US should exercise a Keelung–Yonaguni corridor with Japan,

The own-goal management of US-India relations, plus Randy's reading list for new Indo-Pacific hands.

song link: https://suno.com/s/aRUtODqWdnqhKG3l
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We cover:


How the Iran War has exposed vulnerabilities in the semiconductor industry’s chemical supply chains.


The chemistry behind chip manufacturing — why advanced semiconductors depend on toxic, explosive, and highly reactive chemicals and why some are purified to levels measured in parts per trillion.


How China went from virtually no semiconductor-gas industry to the ability to supply almost every critical chipmaking gas in just fifteen years.


America’s CHIPS Act versus China’s Big Fund — why building fabs domestically is easier than building the chemical ecosystem beneath them, and why many critical gases cannot simply be stockpiled.

Plus, why Taiwan may be the worst place in the world to host a semiconductor industry and the existential supply-chain risks that come with it and, the surprising appeal of a career in industrial gases.
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Robots are here, and they’re going to change the world, with Unitree currently in pole position. Joining me to discuss are Niko Ciminelli, longtime SemiAnalysis advisor, robot kid and VC along with Reyk Knuhtsen, robotics lead at SemiAnalysis. Lily Ottinger cohosts.

Our conversation covers:


Why robots are the real general-purpose technology because, for the first time in history, we can decouple capital from human labor.


How everyone keeps underestimating Unitree: the DJI and BYD playbooks, the danger of dismissing “robot dogs,” and why iteration speed matters more than dancing demos.


China’s edge: vertical integration, actuator manufacturing, and supply chains that make Chinese humanoids much cheaper than American ones.


Why you can’t AI your way out of a hardware problem or from a supply chain that makes your robot far more expensive to build.


What America should do next: allied supply chains, special economic zones, and industrial policy.

suno song: https://suno.com/s/EBSxwT7ltOerJJGD
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