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News
China's 'dying' companies
6+ hour, 11+ min ago (185+ words) Zern Hee Chua is a research intern at the Global TechnoPolitics Forum and an editor at the Brown Political Review. His research focuses on Chinese economic growth. (Bonus points for guessing which book this header is inspired by!) To receive…...
Prove You're Human - by Zilan Qian
1+ day, 5+ hour ago (479+ words) Zilan Qian is a research associate at the Oxford China Policy Lab and holds a Master’s degree in Social Science of the Internet from the University of Oxford. The lifecycle of AI, from training to output, has tangled itself around…...
WarTalk: Ancient Greece Edition
2+ day, 5+ hour ago (1879+ words) From Xi Jinping invoking the Thucydides Trap to Hegseth’s “high-T military” and love affair with 300, the modern security world keeps reaching back to classical Greece to explain itself. Usually badly. Our guest is Roel Konijnendijk, ancient history lecturer at the…...
WarTalk: Groundhog Day in Iran, Rogue AI, Ukraine
3+ day, 23+ hour ago (1930+ words) Five months into the Iran campaign, the US has two carrier strike groups parked in the Arabian Sea, a blockade that may take months to bite, and a daisy chain of tankers stretching thousands of miles because there is no…...
China's Mythos Moment - by Jordan Schneider
1+ week, 1+ day ago (833+ words) Irene Zhang is in Jakarta this week ([email protected]). Reach out to hang! You can read this article in microsite form thanks to Kimi K3 here. Soon, a Chinese lab will develop an AI model with capabilities on par with Anthropic’s Claude…...
China’s Mythos Moment
1+ week, 5+ day ago (1563+ words) China’s AI Mythos moment is coming. What happens next? Claude Mythos has completely scrambled American AI policy. Trump 2.0 — an administration whose AI-dominance rhetoric manifested in a let-it-rip regulatory approach — is shook. To quote Dean Ball, “we currently have a de facto…...
The Monkey Supply Chain
2+ week, 39+ min ago (1255+ words) Aqib Zakaria, ChinaTalk’s chip lead, is in Hawai’i! If you’re interested in joining an Oahu ChinaTalk meetup, reach out to [email protected]. Irene Zhang is going to Jakarta later this month and would love to meet folks there! Ping [email protected] to…...
Does Mythos change cyber risk on Chinese hardware?
2+ week, 4+ day ago (189+ words) We’re hiring for video talent! Learn more here. We’re running an AI + nukes contest with a $20k prize pool. Deadline is July 24th. We’re always looking for new contributors to the substack! Learn more here. A guest post by Mieke Eoyang is…...
We're Hiring to Make Great Video!
2+ week, 5+ day ago (153+ words) While we do a ton of excellent written and audio content that reaches hundreds of thousands each week, we haven’t quite cracked video yet. Our channel growth on YouTube is a little embarrassing, up to just 15k subs after years of…...
The Chemistry of Chips
2+ week, 6+ day ago (1863+ words) What’s the hidden ingredient behind every advanced chip? It’s not just the silicon, the machines, or the engineers — it’s the world of specialty gases that make modern semiconductor manufacturing possible. These chemicals are purified to extraordinary levels, shipped across continents,…...