jordan@chinatalk.media
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Episodes: 545
Frequency: Irregular
Rating: 4.2/5.0
Estimated listeners: 1k-10k
Gender skew: Male
Location: USA
jordan@chinatalk.media
For verified host and producer emails, sign up to view.
Jordan Schneider - Hosts ChinaTalk. The description frames the show as conversations exploring China, technology, and US-China relations, with guests including analysts, policymakers, and academics. The show also ref...
Lily Ottinger - Part Of The Episode’s Production/conversation On Humanoid Robots With Semianalysis Figures And Vc/investor Perspectives
Reyk Knuhtsen - Unitree And Humanoid Robots; Robot Iteration Speed And Hardware Realities; China’s Vertical Integration And Cost Advantages; Implications For U.s. Allied Supply Chains And Industrial Policy
Niko Ciminelli - Unitree And Humanoid Robots; Robotics As A General-purpose Technology; China’s Robotics Edge And Supply Chains; U.s. Industrial Policy Directions
WarTalk: Iran + Randy Schriver on Asian Defense
July 10, 2026
Beijing just announced a persistent Coast Guard patrol east of Taiwan, the administration is calling arms sales a "bargaining chip," and the NDS doesn't mention Taiwan at all. Is deterrence in the Strait quietly coming apart? Randy Schriver is Chairman of the Institute for Indo-Pacific Security (the successor to Project 2049), current chair of the US-China Economic and Security Review Commission, and served as Assistant Secretary of Defense for Indo-Pacific Security Affairs in the first Trum...
The Chemicals Powering the Chip Industry
July 07, 2026
We cover: How the Iran War has exposed vulnerabilities in the semiconductor industry’s chemical supply chains. The chemistry behind chip manufacturing — why advanced semiconductors depend on toxic, explosive, and highly reactive chemicals and why some are purified to levels measured in parts per trillion. How China went from virtually no semiconductor-gas industry to the ability to supply almost every critical chipmaking gas in just fifteen years. America’s CHIPS Act ve...
Unitree and the Humanoid Robot Revolution
July 04, 2026
Robots are here, and they’re going to change the world, with Unitree currently in pole position. Joining me to discuss are Niko Ciminelli, longtime SemiAnalysis advisor, robot kid and VC along with Reyk Knuhtsen, robotics lead at SemiAnalysis. Lily Ottinger cohosts. Our conversation covers: Why robots are the real general-purpose technology because, for the first time in history, we can decouple capital from human labor. How everyone keeps underestimating Unitree: the DJI and BYD ...
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