ChinaTalk

Habemus the Pope’s AI takes! To dive in, ChinaTalk’s chips analyst and resident Catholic explains what is going on below. In the second half of the newsletter, you can find the transcript of the podcast (that you should really just listen to your favorite podcast app), featuring

Can AI replace policy work today? I picked a few ChinaTalk-adjacent questions around immigration, biotech, and Chinese EV imports, and put the models to work, identifying policy levers and building microsites to advocate for ideas.

USCIS recently announced an idiotic new memo making green card applicants leave the country to do so. B...

How did Arizona lock in billion-dollar investments from TSMC, Intel, and LG Energy?

ChinaTalk analyst yearns for the mines. He’s on a mission to visit rare earths and other critical minerals mining sites, refineries, and permanent magnet facilities around the world.

If you or anyone you know can help him fulfill this mission, please reach out to [email protected].

dials in from Kyiv for a long-form WarTalk on what the front line actually looks like in year four. Infantry sit underground for six months without seeing the sun, 2% of casualties come from small arms, and where the “forward line of troops” has been quietly replaced by a forward line of UAV teams.

Rob Lee is a senior fellow at FPRI and one of the most-read analysts of...