ChinaTalk: SemiAnalysis + Asianometry on the AI Mandate of Heaven
Published by The Lawfare Institute
in Cooperation With
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Dylan Patel and Doug O'Laughlin (SemiAnalysis), Jon from Asianometry and Jordan Schneider have way too much fun talking hyperscaler capex, the AI mandate of heaven tier list, and Tim Cook succession plans.
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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."
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