The Z.ai Playbook

Two weeks into the US-Iran war, CENTCOM has struck 6,000 targets, but Hormuz is closed, oil is at $100 a barrel, the regime hasn’t fallen, and 400 kilograms of highly enriched uranium sit somewhere under rubble. Shashank Joshi of The Economist, Justin Mc, and Tony Stark drop in t ...  Show more

Kevin Xu of http://interconnected.blog/ and I did a liveshow on substack! We chat about why working in Chinese AI looks so much tougher than building in the West: less compute, lower upside, more political constraints, and a much weaker market for enterprise software. We also get ...  Show more

One great power (China) has a relentless thirst to build that comes with a terrible human cost, while its main rival (America) is a more lawyerly and free society that’s prone to stifling ideas both good and bad. On the 76th anniversary of the founding of the People’s Republic ...

Is the Chinese state using TikTok to spy on you? Why did President Biden move to shut TikTok down in the US the day before Trump's inauguration? And where does TikTok fit into China's cognitive warfare strategy? On Sunday 19 January, TikTok users in the United States opened thei ...  Show more

With a major war raging in Europe, a seemingly more expansionist Trump in the Whitehouse, and China’s long held desire to invade Taiwan, is Britain prepared militarily?     It’s hard to tell. The current Labour government is still refusing to set out in detail its plans for Defen ...  Show more

In the global race for AI dominance, who has the upper hand? Experts are increasingly concerned about America's pace and China's progress in artificial intelligence. Wyoming Republican Senator Cynthia Lummis joins the Rundown to discuss what the U.S. needs to do to become a leade ...  Show more