All episodes
The Future of Economic Security with Dan Kim and Chris Miller
Party Time! Jon Czin on US-China in 2025 and 2026
Richard Danzig on Cyber and AI
The China Commission Reports!
Ben Buchanan on AI and Cyber
Second Breakfast: Iran, $500B for Defense...and should we pity RTX?
Transistor Radio: WFE and Doug's Claude Code Psychosis
Are We Cooked? Q1 2026
Emergency Second Breakfast: Venezuela
Japanese Economic Security Policy with A REAL LIFE METI OFFICIAL
ChinaTalk 2025 Year in Review
Joe Weisenthal and I do a Show About Nothing
Second Breakfast: Arctic Warfare Christmas Special!
Rahm Returns to Chat Trump and China: “He is the worst negotiator.”
Détente 2.0 with Mike Froman of CFR
Second Breakfast: Habemus NDAA!
Overfit: NeurIPS Vibes, Research Doesn't Matter, OpenAI Cooked?
Emergency Pod: H200s to China with Dmitri Alperovich
Second Breakfast: Trump's National Security Strategy + Hegseth's Second Strike
Helen Toner Takes the CSET Reins
The Future of Secure Telecom
Transistor Radio: OpenAI Loses the Mandate, Railroad Bubble = AI Bubble
Second Breakfast: Witkoff and Putin's Peace Deal
The Z.ai Playbook
Jake Sullivan on Playing the Long Game
Second Breakfast: Acquisition Reform? Are We Really Doing It?
Overfit: AI Lovers, Chinese Model Takeover, Vice Signalling, Hefei Model
Second Breakfast: Colby's Pigpen, Counter-UAS, Training, Eat like a Trumper (or Iranian Spy?)
EMERGENCY POD: Tariffs on Trial
CCP Bureaucracies in War
Second Breakfast: Xi-Trump, Taiwan Deterrence, Tibetan Buddhism, Antietam
Ukraine's Drone War with Shashank and Rob Lee
Japan's New Prime Minister: What to Expect
Ukraine's Drone War with Shashank and Rob Lee
Second Breakfast: Venezuela, Shutdowns, PE + Army, E.B. Sledge
PLA Purges and How Xi Rules with Jon Czin
Second Breakfast: Gaza, SOUTHCOM, AI Nuke Analogies Stink, Generals Using AI (with M. Horowitz and L. Kahn!)
Tarun Chhabra on the Stakes of AI Competition
Anduril's Christian Brose on the Dangers of Unseriousness
EMERGENCY POD: China's Rare Earth Export Controls
AI Hardware Net Assessment: Why Huawei Can't Beat Nvidia
Second Breakfast: Putin's Drones, SecWar Patton, Wargaming, Finding Subs
RAND's Jeff Alstott on How Facts Can Shape Tech Policymaking
Transistor Radio: Intel, Dylan Falls in Love, Nvidia Captures Dylan, Slop City (our dumbest show yet)
ESecond Breakfast: The Future of Intelligence
Overfit: Shenzhen vs SF Vibes, Model Progress, Jordan a Berkeley Bowl Hater
Second Breakfast: RIP China Hawks, NDAA, Innovation Kayfabe, Child Soldiers
Nate Silver on AI, Politics, and Power
MP Materials, Intel, and Sovereign Wealth Funds
Second Breakfast: Department of War, Warrior Culture, Sicario, Dick Winters, SEALs in North Korea,
The Robotics Revolution
Emergency Pod: US-India-China Meltdown
Second Breakfast: Parades, U.S. Grant, JCIDS, Warbots
War in the Pacific with Ian Toll
Dan Wang on Modern China
Second Breakfast: Drones, Silicon Shield, Waymo, FedFest, Bolton
NVIDIA GPU Black Market Smuggling
Learning from Ukraine, Preparing for Taiwan
Transistor Radio: H20, GPT5, DUI Lawyers, Ajinomoto
EMERGENCY POD: H20s to China + 15% with Chris Miller and Lennart
Second Breakfast: A New Defense Pod
Dissent from Moscow to Beijing
Betting on Chaos: Professionals in Prediction Markets
Where Japan Goes Next
Xi Zhongxun's Second Act: 1949-1989
Trump and Japan
Xi Zhongxun: The Party's Interests Come First
Overfit: AI and Media, America's Deepseek, Plots
China's Best Music of 2025 (So Far)
Wagner, Two Years On (Kamil on Coups and Power)
Are We Cooked? Q2 Check In
Doug, Dylan and Jon on Lip-Bu, Labubu, AI Salaries, and Bees
Apple in China
The House of Huawei
Can Donors Save Science?
Josh Wolfe on Elon v. Trump, R&D, Immigration
Dylan, Doug, Jon on AI Mandate of Heaven + Ezra Beef
Doug, Dylan and Jon on Nvidia + Saudi/UAE
MAGA-Mao Connections with Orville Schell
The AI Attention War
Why the US Needs a Department of Competitiveness
Ezra, Derek, and Dan Wang on Abundance and China
America's R&D Reckoning
China's Nuclear Shadow
Will Everyone Get Nukes Now?
Allied Scale: Rush Doshi on US-China Net Assessment
Chips: Liberated? Trump’s Semis Tariff Gambit
Breaking Huawei + Tariffs Done Right with SemiAnalysis and Asianometry
Breaking Beijing: Military Competition with Tony Stark
GreatDepressionTalk with SemiAnalysis and Asianometry
EMERGENCY POD: Are We Cooked?
EMERGENCY POD: Liberation Day with Tanner Greer of Scholarstage
The Soviet Cold War Machine: Inside the Sino-Soviet Rivalry
Superintelligence Strategy with Dan Hendrycks
SemiAnalysis + Asianometry on Intel, Gemini 2.5, and Chinese Robots
The Soviets' Bid for Global Power
Building Compute in America
Manus: A DeepSeek Moment?
EMERGENCY POD: Trump's Pivot to Putin, AGI + The Future of Warfare
Chokepoints: American Power in the Age of Economic Warfare