ChinaTalk: Breaking Huawei + Tariffs Done Right with SemiAnalysis and Asianometry
Published by The Lawfare Institute
in Cooperation With
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Dylan Patel is a man on a mission. We get into how:
- Huawei is giving NVIDIA a run for their money
- What USG needs to do about it
- What smart semiconductor tariff policy would look like
- o3
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Jordan Schneider is the host of the ChinaTalk podcast and newsletter. He previously worked at Kwai, Bridgewater and the Eurasia Group. His Chinese landscape paintings "show promise."