ChinaTalk

• Second Breakfast: Trump's National Security Strategy + Hegseth's Second Strike

  First half on the national security strategy you can read here https://www.whitehouse.gov/wp-content/uploads/2025/12/2025-National-Security-Strategy.pdf 26:18 we get into the second strike Tony's Taiwan baseball podcast rec: https://open.spotify.com/episode/6s26btM3CFq7FgUUmdECST?si=gMIOtaZxSPKYzk5qCNMePQ Kimi said I should set the song to veggietales, so I did. https://suno.com/s/P4XaZR6f1mphSrkP Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Helen Toner Takes the CSET Reins

  It's think tank director week at ChinaTalk! Helen Toner of CSET kicks us off to talk through where she's planning on taking the storied organization. her speech about jagged progress: https://helentoner.substack.com/p/taking-jaggedness-seriously Outtro music: https://suno.com/s/HcdTS6W1OmHh8ZYz Learn more about your ad choices. Visit megaphone.fm/adchoices

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• The Future of Secure Telecom

  In the wake of Salt Typhoon, what does the future of secure telecom look like? To find out, ChinaTalk interviewed John Doyle, a former Green Beret who spent a decade building Palantir’s national security practice before founding Cape, which calls itself “America’s privacy-first mobile carrier”. Also joining the conversation is Dmitri Alperovitch, chairman and co-founder of Silverado Policy Accelerator, founder of CrowdStrike, and an angel investor into Cape. Thank you to Cape for sponsoring the episode. We discuss… Why telecom data is so valuable to adversaries, and what China discovered in the Salt Typhoon campaign, Cape’s founding thesis, including what makes Cape’s cell network so much more secure than major providers like AT&T, How wars are run on commercial cell networks, and how Russia and Ukraine’s reliance on that has been exploited over the course of the war, Other instances of telecom data weaponization, including by Hezbollah, Israel, and Mexican drug cartels, Taiwan’s plan for dealing with undersea cable sabotage, What it takes to cultivate engineering talent in telecoms, and why Huawei has stayed innovative while US providers stagnated. Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Transistor Radio: OpenAI Loses the Mandate, Railroad Bubble = AI Bubble

  Doug, Dylan, and Wei of SemiAnalysis join me (Jon was sleeping at 5AM taiwan time...) for a pre-holiday get together. 01:00 AI Mandate--OpenAI slipping 19:03 Dylan sells TSMC on AI better than sama 24:17 Doug teaches a lesson on railroad bubbles and ai 32:30 Sarah Friar fails up 35:17 Zohran-Trump Suno slop: Moody's man came down from New York City https://suno.com/s/5DGCTgqam8dQMkZf Learn more about your ad choices. Visit megaphone.fm/adchoices

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  50:48

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• Second Breakfast: Witkoff and Putin's Peace Deal

  Eric Robinson, Justin Mc, Tony Stark and I talk China's sushi ban, Witkoff's peace plan, Jake Sullivan, William Manchester's absurd memoir Here's the full text of the peace plan: https://www.axios.com/2025/11/20/trump-ukraine-peace-plan-28-points-russia Chapters 00:00 China bans pufferfish sperm 02:14 Peace Deal Drama 11:12 How the Trump Court explains everything 20:11 The Future of Russian Military Power 30:34 Lessons from Syria and chemical weapons 39:02 Where's Europe though 49:32 Lessons from Ukraine + William Manchester's absurd memoir our broadway suno take on the plan: article 5: but different! https://suno.com/s/Dwx3udwSMVMRNxFV Learn more about your ad choices. Visit megaphone.fm/adchoices

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