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ChinaTalk
Author: Jordan Schneider
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Conversations exploring China, technology, and US-China relations. Guests include a wide range of analysts, policymakers, and academics. Hosted by Jordan Schneider.
Check out the newsletter at https://www.chinatalk.media/
498 Episodes
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what a mess!
Wario Amodei's slow jam vibe: https://suno.com/s/cf3KDdVQ5F0KCjow
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Lawrence Freedman is the dean of strategic studies. He’s written books about the Falklands War, nuclear strategy, political-military relations, Kennedy’s foreign policy, the revolution of military affairs, and (my personal favorite) the history of strategy.
Freedman is now part of the father-son writing duo samf.substack.com.
Note: we recorded this in the summer of 2023. Thanks to the Hudson Institute for sponsoring this conversation.
In this far-reaching conversation, we discuss:
How the Falklands saved Thatcher’s premiership, making her the Iron Lady,
Why the great strategic decisions of history rarely have clear, pivotal moments,
Parallels between Putin, Xi, and the Argentine junta — what the Falklands campaign tells us about Ukraine, Taiwan, and the future of war,
How nuclear war went from being a “winnable” geopolitical contest to the apocalyptic dog that didn’t bark,
What Cold War arms control treaties can and can’t tell us about AI,
The best strategists not covered by last week's interview with Hal Brands,
Lawrence Freedman's recipe for wide reading and prolific writing.
Outro music: Oh! It's a Lovely War (1918) · Courtland & Jeffries (Youtube Link)
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Peter Harrell drops in, attorney who served in the Obama and Biden admins and submitted a brief in this case
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Bryan Clark opens the show talking Iran. Recurring cohosts include Justin Mc, Tony Stark and Eric Robinson.
Eric Slesinger of 201 Ventures drops in https://ericslesinger.com/
outtro music: rubio's speech https://suno.com/s/KnIpTyZIU7iJSeIf
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We’re here for a CHIPS Act megapod, in person with Mike Schmidt and Todd Fisher, the director and founding CIO of the CHIPS Program Office, respectively.
We discuss…
The mechanisms behind the success of the CHIPS Act,
What CHIPS can teach us about other industrial policy challenges, like APIs and rare earths,
What it takes to build a successful industrial policy implementation team,
How the fear of “another Solyndra” is holding back US industrial policy,
Chris Miller’s recent interest in revitalizing America’s chemical industry.
This post is a collaboration with the Factory Settings Substack: https://www.factorysettings.org/. Subscribe for more insights from former CHIPS Program Office leaders!
Suno song link: https://suno.com/s/wwVYK10LfrAD5zK2
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We're trying out a different format to explore "Chinese peptides." We talk to biohackers using compounds like BPC-157 to heal extreme injuries, go undercover as peptide buyers, and discuss the challenges of reporting on the Chinese pharmaceutical ecosystem with the legendary Hamilton Morris.
Special thanks to guests Jasmine Sun, Hamilton Morris, Aaron Kesselheim, Marcus, and David. This episode was produced by Lily Ottinger with additional reporting from Irene Zhang and Nick Corvino.
Check out Jasmine's NYT article here.
ChinaTalk merch available now at https://chinatalk.printful.me/. Your purchase helps us make more content like this!
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Admiral Rickover — America’s most famous, perhaps most influential admiral of the second half of the 20th century. To discuss his unbelievable life story, dramatic impact on the Cold War, and implications for the future of what the U.S. government should do when it tries to build hard things, we have two guests — Charles Yang, founder of the Center for Industrial Strategy, who also does AI science work at Renaissance Philanthropy, and Emmett Penney of FAI.
We discuss:
Rickover’s immigrant origin story from Polish village to almost being deported at Ellis Island and his improbable path into the Naval Academy.
Drive, discipline, expertise, and how Rickover bent Washington to his will.
Rickover as tyrant, teacher, technocrat — what his contradictions reveal about leadership, power, and effectiveness.
Why Rickover matters now — nuclear revival, defense procurement reform, engineers vs. lawyers, and a major archival digitization effort.
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Today, we’re discussing all things gaming in China! Our illustrious guest is Daniel Camilo, a Portuguese national who has spent over a decade in the Chinese video game industry. We cover the most important titles, publishing and development trends, and where the industry is headed.
We discuss:
How China’s game industry climbed the value chain from low-cost mobile and PC titles to globally competitive AAA releases,
Why Genshin Impact reset global expectations, becoming the template for live-service “cash cows,”
China’s domestic market’s newfound self-sufficiency, as hundreds of millions of middle-class gamers mean Chinese developers no longer need international success,
Steam’s magical liminal status in China as a de facto gateway for uncensored and imported games,
Why gaming is a global language in ways movies and music aren’t, and how mechanics and genres travel even when stories don’t,
The Wuchang: Fallen Feathers controversy, where nationalist backlash led to patched-out boss deaths and preemptive self-censorship.
We also cover Daniel’s pick for the biggest Chinese game of 2026, the looming Genshin-style live-service bubble, and how a game set in 1984 East Germany channels distinctly Chinese workplace anxiety.
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Minh Tran (https://www.couldabeenatthe.club/), Afra Wang (https://afra.work/) and Lauren Teixeira (https://lrntex.substack.com/) join me to talk about Chinamaxxing — the growing fascination among younger Americans with Chinese short-form content. We discuss why these videos feel so appealing in a moment of pessimism at home, how Trump’s America shapes that gaze, and where the “shiny,” abundance-driven vision of China starts to break down. We also get into what short-form can’t show and review Chinese films and hip-hop!
Chapters
00:00 Cultural Exchange and Chinese Short Form Content
08:14 Influencers and the Appeal of the China Aesthetic
14:13 Contradictions in the Chinese Narrative
25:06 Recommendations for Exploring Chinese Culture
33:33 Jia Zhangke's Cinematic Vision
38:12 Chengdu hip hop
41:48 The Future of Chinese Cultural Products
42:56 Censorship and the Dynamics of Domestic Entertainment in China
Outtro Music:
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Today’s guest is the legendary strategist Edward Luttwak — the Machiavelli of Maryland. He’s consulted for presidents, prime ministers, and secretaries of defense, and authored magnificent books on Byzantine history, a guide to planning a successful coup, and an opus on the logic of strategy and the rise of China. He raises cows, too.
We recorded this episode in Feb of 2024.
Thanks to the Hudson Institute for sponsoring this episode.
Our conversation today covers…
Luttwak’s childhood and formative encounters with war, including an early fascination with the mafia in Sicily,
Technological step-changes in warfare,
Books that shaped Luttwak’s view of war, from Clausewitz to the Iliad,
The costs of “removing war from Europe” post-1945,
China’s strategic missteps,
The psychology of deterrence, including what kind of Middle East policy would actually deter Iran,
The strengths of democracies vs. autocracies.
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whole gang is here. Also a little Minnesota and 30 seconds of NDS (which is all it deserves)
suno: https://suno.com/s/SJ0FoEPMVZ3QS441
'He couldn’t capture Canada, but captured infamy—
The only general in history who failed at treason and geography!'
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Jon Czin, former CIA analyst and NSC staffer, returns to talk purges. We have far too much fun.
The disney take on PLA purges: https://suno.com/s/Wv1yQyxdUhWBzyA0
08:50 Deep read into the WSJ nuke traitor allegations
22:10 Xi getting paranoid?
26:13 Taiwan implications
32:38 Succession implications
45:55 It must really suck to work in Chinese politics
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Jasmine Sun of https://jasmi.news/ and Nathan Lambert of https://www.interconnects.ai/ report for duty. Athena makes a brief guest appearance before dipping for pilates.
Jordan's flower app: https://cut-from-the-masters.vercel.app/
Jordan's acting app: https://acting-trainer.vercel.app/
Jordan's mahjong trainer app: https://mazel-jong.vercel.app
Suno song: https://suno.com/s/BArMAm90qTxbupUz
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Bryan Clark (former submariner at Hudson), Eric Robinson, and Justin McIntosh report for duty.
Davos disco: https://suno.com/s/2SpR62beigk2JeDr
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Is there such a thing as MAD in economic warfare? How should we measure the effectiveness of our industrial policy tools, and what outcomes should we be aiming for anyway?
Our guest today is Dan Kim, who served at USITC with stints at Qualcomm and SK hynix before returning to government as the Chief Economist for the CHIPS Program Office. He recently joined TechInsights as Chief Strategy Officer. Also joining us is Chris Miller of Chip War fame.
We discuss:
What $39 billion can and can’t buy — why the CHIPS Act was never meant to de-risk the U.S. from China or Taiwan, and what “success” looks like when autarky is neither affordable nor desirable,
Apple vs. Xiaomi + BYD — invention versus fast-following as competing models of national power, and which system performs better when the goal shifts from profit maximization to geopolitical resilience,
What resilience actually means — capability vs. capacity, weakest links, and whether economic security should be measured as “time to recovery” rather than self-sufficiency,
Managed dependence vs. overreliance, and whether dependence itself can be a form of power,
Why the U.S. still lacks a clear theory, metrics, and institutional design for industrial strategy — and what you can do about it.
Subscribe to the ChinaTalk Substack to stay updated about the essay contest!
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Jon Czin spent years as a top China analyst at the CIA, served as China Director on Biden’s National Security Council, and now works at the Brookings Institution. We talk through:
Xi, Trump, and what drove the roller coaster of US-China relations in 2025
Why it feels too quiet right now and what could get this train off the rails in 2026
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Richard Danzig, national treasure, joins the podcast to discuss the national security implications of AI in the cyber context.
Do note we conducted this interview in July of 2025.
We discuss Richard's excellent paper on AI and cyber you can find here: https://www.rand.org/pubs/perspectives/PEA4079-1.html
Teddy Collins cohosts. Thanks to Hudson for sponsoring this episode.
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The U.S.-China Economic and Security Review Commission late last year released its annual report to Congress. ChinaTalk welcomes two commissioners to the pod to discuss.
Before joining the Hoover Institution, Mike Kuiken spent two decades on the Hill including as the senior national security advisor for Senator Schumer and as a PSM on the Senate Armed Services Committee. He was appointed to the commission by Leader Schumer. Leland Miller, the co-founder and CEO of China Beige Book, was appointed by Speaker Mike Johnson.
We get into…
What the U.S.-China Commission does, and why “alligators closest to the boat” explains Congress’s blind spots,
The case for an economic statecraft agency, and reorganization lessons from post-9/11 sanctions reform,
The year supply chains became sexy — and the best-case scenario for responding to chokepoints like rare earths and pharmaceuticals,
Xi’s unresponsiveness to consumer spending concerns, and the military-tech developments he’s targeting instead,
The quantum software gap, synthetic biology in space, and Congress’s role in competing with China.
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Happy New Year! This is your reminder to fill out the ChinaTalk audience survey. The link is here. We’re here to give the people what they want, so please fill it out! ~Lily 🌸
Ben Buchanan, now a Professor at SAIS, served in the Biden White House in many guises, including as a special advisor on AI. He’s also the author of three books and an Oxford quarterback. He joins ChinaTalk to discuss how AI is reshaping U.S. national security.
We discuss:
How AI quietly became a national security revolution — scaling laws, compute, and the small team in Biden’s White House that moved early on export controls before the rest of the world grasped what was coming,
Why America could win the AI frontier and still lose the war if the Pentagon can’t integrate frontier models into real-world operations as fast as adversaries — the “tank analogy” of inventing the tech but failing at operational adoption,
The need for a “Rickover of AI” and whether Washington’s bureaucracy can absorb private-sector innovation into defense and intelligence workflows,
How AI is transforming cyber operations — from automating zero-day discovery to accelerating intrusions,
Why technical understanding — not passion or lobbying — still moves policy in areas like chips and AI, and how bureaucratic process protects and constrains national security decision-making,
How compute leadership buys the U.S. time, not safety, and why that advantage evaporates without building energy capacity, enforcement capacity, and world-class adoption inside the government.
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Bryan Clark joins.
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lol, the host is obviously becoming more and more of a "China sympathier", lol. how can you not be
do these guys really understand what they are talking about? so many factual and logical errors, don't even know where to start. what a joke
Fine discussion, and I loved the end music.
Wrong audio uploaded
Please add the songs you use at the end to the description! There's some I really like even if I don't understand it haha
Really interesting podcast with a breadth of guests and topics. The host and his chosen format have improved a lot over the year or so that I have been listening, and it now feels very professional.
I really disappointed the discussion of this serious topic was ruined by host and your guest's flippancy.