Join Dylan Patel, co-founder of SemiAnalysis and semiconductor whiz, alongside tech analyst Jon from Asianometry, as they dive into the wild world of AI and tech capital expenditure. They rank major players in the AI arena, comparing successes and failures, and discuss how companies like Google and OpenAI stack up. The episode also features humorous takes on innovation, organizational dynamics, and even future leadership scenarios. Expect lively banter on trends, rivalries, and the quirks of the tech universe!

Dario Amodei, CEO of Anthropic and an expert in AI safety, dives deep into the AI innovation race between the US and China. He discusses the implications of China's DeepSeek and the need for updated export controls to manage AI risks. Dario highlights potential threats like AI espionage and bioweapon discussions. He raises compelling questions about how AI could influence democracy—balancing innovation with ethical responsibilities. The conversation underscores the complexities of global AI governance and the imperative for equitable distribution.

In this engaging discussion, Kevin Xu, a contributor to Interconnected and former GitHub employee, delves into the dynamics of DeepSeek, an innovative AI research lab. He explores how DeepSeek's unique hiring practices foster a culture of creativity, contrasting it with traditional tech companies. The conversation touches on the challenges facing China's AI sector amid U.S.-China tensions and export controls. Xu also highlights the blend of nationalism and open-source values driving innovation in China, setting the stage for future U.S.-China relations.

Miles Brundage, an AI policy expert previously at OpenAI, dives into the implications of the DeepSeek R1 model on global AI dynamics. He critiques prevailing misconceptions around DeepSeek's capabilities and addresses the challenges of export controls that affect AI innovation. Brundage underscores the necessity of computational resources for progress in AI, drawing parallels to historical leaps in science. He also discusses the delicate balance between national security and technological advancement, highlighting the risks associated with uncontrolled AI evolution.

In this engaging discussion, Adam Mossoff, a professor at Antonin Scalia Law School with expertise in intellectual property law, explores fascinating insights on innovation and national power. He delves into how patent systems have historically shaped American innovation and the stark differences with China's approach. The conversation touches on the implications of recent patent policy shifts, Elon Musk's perspective on patents, and China's dual strategy of IP theft alongside robust domestic patent laws. It's a thought-provoking look at the complex dynamics of technology and geopolitics!

Hosts reflect on their journey, noting a transition from a newsletter to a hub for U.S.-China insights. They tackle Taiwan's geopolitical tensions and engage with tech policy discussions, making complex topics accessible. Personal stories, like paternity leave, intersect with explorations of AI and censorship. A new YouTube channel about Taiwan highlights deep-dive content driven by passion, not profit. Finally, they celebrate a curated platform for global music, contrasting it with algorithmic recommendations, underscoring the richness of diverse musical influences.

Noah Smith, an economist and columnist known for his insightful takes on the Japanese economy, joins the conversation during his visit to Taiwan. He discusses the ambitions of Silicon Valley’s pro-Trump faction and the potential for nuclear armament in Asia. The talk touches on China's economic woes and demographic challenges, questioning their true impact. Smith also proposes innovative solutions for Taiwan's economic development and highlights cultural nuances, like bubble tea, that make Taiwan unique.

Greg Allen, a tech policy expert at the Center for Strategic and International Studies, shares his insights on the latest U.S. export controls affecting Huawei and semiconductor manufacturing. He discusses the significant implications for companies like CXMT and the complexities of enforcing compliance. Allen contrasts recent U.S. AI policies with those of the past administration and humorously touches on the toll of frequent emergency podcasts on mental health. Dive into the geopolitical nuances and challenges shaping the semiconductor landscape!

Lennart Heim, an information scientist at RAND specializing in AI diffusion export controls, and Jimmy Goodrich, a RAND advisor with insights into AI regulations, discuss critical current events. They explore the Biden administration's export controls, dissecting who is allowed to build data centers amidst U.S.-China competition. The conversation dives into the complexities of AI chip regulation, challenges like chip smuggling, and the geopolitical implications of global data center construction. They highlight the delicate balance between innovation and national security.

R. Nicholas Burns, Biden’s Ambassador to China, shares insights from his 35 years in diplomacy. He discusses the nuanced strategies of U.S.-China negotiations, contrasting them with Cold War tactics. The ambassador dives into China’s alliances with Iran and North Korea, questioning their impact on credibility. He emphasizes the role of European alliances in countering Chinese aggression and explores areas for productive engagement between the U.S. and China. Finally, he reflects on the personal and emotional aspects of diplomatic farewells.