ChinaTalk: A Gut Check on Intel and Nvidia with Asianometry, Fabricated Knowledge, and SemiAnalysis
Published by The Lawfare Institute
in Cooperation With
Just minutes after the Taiwan earthquake yesterday, Dylan Patel of SemiAnalysis, Doug O'Laughlin of Fabricated Knowledge, Jon of Asianometry and yours truly had a brief hang where we got into:
• Intel's process progress and rocky financial road ahead
• Reflections out of GTC
• Jensen's galaxy brain
Photo of the woman who saved Intel, Dr. Ann Kelleher, General Manager of Foundry Technology Development.
Outtro music: YELLOW黃宣 & 9m88 - 怪天氣 Strange Weather https://www.youtube.com/watch?v=1n_i0JupwRA
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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."
