SemiAnalysis + Asianometry on Intel, Gemini 2.5, and Chinese Robots

The Transistor Radio boys are back. Jon of Asianometry, Doug O'Laughlin and Dylan Patel of SemiAnalysis on the pod to talk about Google's AI push, Intel's new CEO, Chinese robots, and the rise of CoreWeave. Here's the article rating the clouds that SemiAnalysis wrote: https://semianalysis.com/2025/03/26/the-gpu-cloud-clustermax-rating-system-how-to-rent-gpus/ Outtro Music: Some Malaysian UK garage: GADISKU lucidrari, FITTO, Gard, 2023 https://www.youtube.com/watch?v=IVewUwqu1dM Learn more about your ad choices. Visit megaphone.fm/adchoices

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Conversations exploring China, technology, and US-China relations. Guests include a wide range of analysts, policymakers, and academics. Hosted by Jordan Schneider. Check out the newsletter at https://www.chinatalk.media/