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Podcast: ChinaTalk
Episode: Breaking Huawei + Tariffs Done Right with SemiAnalysis and Asianometry
Description: Dylan Patel is a man on a mission. We get into how:
Huawei is giving NVIDIA a run for their money
What USG needs to do about it
What smart semiconductor tariff policy would look like
o3
Outtro Music, a little texas country for you all:Ernest Tubb, Walking the Floor Over You https://www.youtube.com/watch?v=fQIRRReZIlsHank Thompson, Wild Side of Life https://www.youtube.com/watch?v=OPvARPfquPcAnd a completely wild post-WWII song I did not feel comfortable putting on the feed...