SemiAnalysis + Asianometry on the AI Mandate of Heaven

Dylan Patel and Doug O'Laughlin (SemiAnalysis), Jon from Asianometry and I have way too much fun talking hyperscaler capex, the AI mandate of heaven tier list, and Tim Cook succession plans. Learn more about your ad choices. Visit megaphone.fm/adchoices

Om Podcasten

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/