PodParley PodParley
PodParley
SemiAnalysis + Asianometry on the AI Mandate of Heaven episode artwork

EPISODE · Feb 7, 2025 · 36 MIN

SemiAnalysis + Asianometry on the AI Mandate of Heaven

from ChinaTalk · host Jordan Schneider

Dylan Patel and Doug O'Laughlin (SemiAnalysis), Jon from Asianometry and I have way too much fun talking hyperscaler capex, the AI mandate of heaven tier list, and Tim Cook succession plans. Learn more about your ad choices. Visit megaphone.fm/adchoices

What this episode covers

Dylan Patel and Doug O'Laughlin (SemiAnalysis), Jon from Asianometry and I have way too much fun talking hyperscaler capex, the AI mandate of heaven tier list, and Tim Cook succession plans. Learn more about your ad choices. Visit megaphone.fm/adchoices

NOW PLAYING

SemiAnalysis + Asianometry on the AI Mandate of Heaven

0:00 36:28

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

15.女性内容月，我们拥抱更复杂的女性叙事 Embracing Complex Female Narratives

Mar 27, 2026 ·81m

14.理想过年：囤书囤剧囤积食物，解压解乏解放关系 Ideal Chinese New Year

Feb 12, 2026 ·57m

13.年度特辑2025：想给他们送一份礼物，因为看见与挂念 2025 Year-End Special

Jan 29, 2026 ·72m

12.《请回答1988》十周年：双门洞，何以承载我们的时代记忆？Reply 1988: 10th Anniversary

Dec 30, 2025 ·135m

11.漫谈浪漫喜剧：从中世纪而来的“浪漫爱”，现在失效了？On Rom-Coms: Love Is Dead?

Nov 26, 2025 ·107m

10.生日特辑2025：个人史正徐徐展开 2025 Birthday Special

Oct 24, 2025 ·89m

Similar Podcasts

文化1024·ChinaTalk 文化1024 这是一档95后与75后畅聊文化的播客，直面代际差异，在对话中看见中国与世界的交错。你将听到：我们爱过的、一直爱的、新爱上的文化作品，未被充分讨论的文化事件和现象，以及那些不断塑造着我们的当代文化生活。Culture 1024 is a podcast hosted by two generations of Chinese women, born in 1977 and 1995. We discuss books, films, TV shows, and cultural trends that influence us. Join us as we explore our passions, share our concerns, and examine the world from our unique perspectives.📧：[email protected]

Frequently Asked Questions

How long is this episode of ChinaTalk?

This episode is 36 minutes long.

When was this ChinaTalk episode published?

This episode was published on February 7, 2025.

What is this episode about?

Dylan Patel and Doug O'Laughlin (SemiAnalysis), Jon from Asianometry and I have way too much fun talking hyperscaler capex, the AI mandate of heaven tier list, and Tim Cook succession plans. Learn more about your ad choices. Visit...

Can I download this ChinaTalk episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!