ChinaTalk

Chris Miller of Tufts and I discuss our report Labs over Fabs, our case for the US to be spending money more broadly than currently conceived by the CHIPS act. (https://chinatalk.substack.com/p/labs-over-fabs-risc-vs-promise)   Please consider supporting ChinaTalk! https://glow.fm/chinatalk/  JP Kleinhans (@JPKleinhans) joins to cohost and discuss his April 2021 report that argues it's dumb for Europe to drop billions on some shiny new fabs. https://www.stiftung-nv.de/sites/default/files/eu-semiconductor-manufacturing.april_.2021.pdf The BIS filings we were talking about: https://www.regulations.gov/document/BIS-2021-0011-0001/comment  Outtro music: Masiwei of Higher Brothers' Dark Horse sessions https://www.youtube.com/watch?v=qymY1YezhTY    Get bonus content on Patreon See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Rosen, founding partner at Rhodium Group, discusses Xi Jinping's assertive governance and its implications for China’s economy and global relations. He examines why Xi governs with urgency, the mixed outcomes of his reforms, and the ongoing tensions surrounding Taiwan. The conversation also touches on China's technological ambitions and lessons from historical moments like Sputnik, revealing the challenges of steering a complex economy under authoritarian rule. Expect insights into the broader geopolitical landscape and the future of China’s development.

Andy Klump, CEO of Clean Energy Associates, dives into the rise of China's solar industry, highlighting its strategic advantages that have led to global dominance. He discusses the implications of U.S. import bans on components from Xinjiang and how buyers will adapt. The conversation touches on the challenges of supply chain traceability amidst forced labor allegations, and the ongoing evolution of solar technology. Klump also emphasizes the need for better manufacturing systems to ensure integrity and accountability in solar production.

Larry Summers, a Harvard professor and former U.S. Treasury Secretary, delves into the evolution of China's economic policies and its shift towards a self-reliant ideology. He discusses the impact of historical events on American universities and their relationship with China. The conversation also touches on the significance of navigating global economic challenges, particularly regarding climate change and public health. Additionally, they explore China's demographic changes and the perception of its government among citizens.

Richard McGregor, an experienced Aussie journalist and author, joins recent graduate Peter Vanderslice to dissect China's political future post-Xi Jinping. They explore historical CCP leadership transitions, highlighting the power struggles between figures like Deng Xiaoping and Jiang Zemin. They delve into Xi's consolidation of power, the Bo Xilai scandal, and the implications for future leadership dynamics, offering insights into the turbulent political landscape ahead. Expect a blend of history, analysis, and a peek into the challenges for potential successors.

Dave Aitel, a seasoned offensive cybersecurity expert and former NSA member, dives into the nuances of cyber policy. He discusses his quest to read every cyber policy paper and highlights the persistent blind spots in the field. Aitel reveals how China’s cyber capabilities compare to the U.S., showcasing insights from the Tianfu Cup. He also shares his unique take on the immersive language learning potential of gaming, particularly through Cyberpunk 2077, emphasizing its cultural significance despite some gameplay frustrations.

Ben Reinhardt, an independent researcher with a PhD in space robotics, dives into why DARPA is a powerhouse of innovation while NASA has been lagging. He discusses the declining innovation in corporate labs driven by a profit-first mentality and highlights the vital role of program managers in fostering collaboration. Reinhardt critiques the US research ecosystem and shares how embracing diverse R&D approaches and even sci-fi can ignite creativity. His insights explore the transformative potential of rethinking innovation pathways.

In this engaging conversation, Yan Zheng, a senior technical staff member at In-Q-Tel, shares insights on the CIA's unique approach to startup investments in microelectronics. He discusses the broken early-stage chip ecosystem and suggests ways to improve it. Zheng emphasizes the need for the U.S. to enhance its direct investments in hard tech and considers the impact of anti-Asian violence on the research community. He also touches on the importance of navigating CFIUS challenges and the critical role of innovative talent in engineering.

Ilan Gur, CEO of Activate.org, aims to revolutionize America's R&D landscape by funding startups. He discusses the essential role of organizations like Moderna in applying basic research for real-world benefits. The conversation touches on the shift of research funding from corporations to universities, issues with the Endless Frontier Act, and the misconception that patents truly measure innovation. Gur emphasizes the need for strategic investments to solve R&D bottlenecks and spark societal progress.

Sam Hammond, an expert from the Niskanen Center, provides insights into the recent turmoil surrounding the Endless Frontier Act, a crucial but overlooked piece of legislation aimed at bolstering U.S. technology. He discusses how dramatic amendments have shifted the act's purpose from innovation to funding existing labs, diluting its original vision. Hammond highlights the urgent need for strategic investments to enhance competitiveness in AI and quantum computing while navigating bureaucratic hurdles that stifle technological advancement.