Taiwan
8 statements across 7 episodes · 2 bullish · 5 bearish · 6 people on the record · first statement Apr 4, 2023 by Palmer Luckey · said 66 times in 25 episodes since 2022 · across every show →
Mentions by year
brought up most by Alex Kantrowitz (25), Condoleezza Rice (14), Marshall Kosloff (6), Ranjan Roy (5), Palmer Luckey (4), Alexandr Wang (3), Ryan Petersen (1), Lauren Goode (1)
tap a year for its mentions
2026 16 mentions in 6 episodes 3 per episode
- Can NVIDIA Keep Its Lead? — With Anissa Gardizy, Max Cherney, and Lauren Goode
- Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast
- AI Backlash Intensifies, Nvidia GTC Preview, Meta’s Embarrassing Delay
- How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
- OpenAI’s User Growth Miss, Musk vs. Altman In Court, Prediction Market Ban
- The Moltbook Uprising, NVIDIA’s OpenAI Pullback, Apple’s Conundrum
- every mention in 2026, scene by scene →
2025 28 mentions in 11 episodes 3 per episode
- Condoleezza Rice: U.S. Tech at Risk Amid University Cuts, China Threat
- CNBC's Jim Cramer: Big Tech Hot Takes, NVIDIA $10 Trillion?, Building Wealth In Any Market
- Anthropic’s Potential, AI Video Gets Crazy, Market Bubble Approaching?
- Grok's AI Lovebot, Aqui-Hire-Sition Backlash, OpenAI's ChatGPT Agent Debuts
- Is The U.S. Losing Trump's Trade War? — Flexport CEO Ryan Petersen
- Is AI Really Taking Our Jobs? — With Noah Smith
- Generative AI 101: Tokens, Pre-training, Fine-tuning, Reasoning — With SemiAnalysis CEO Dylan Patel
- Is OpenAI's o3 Model AGI? Is AI The New Social Media? Zuck's Revealing Testimony
- 3 more episodes that year, every mention in 2025 →
2024 7 mentions in 4 episodes 2 per episode
- AI Predictions for 2025: Geopolitics, Agents, and Data Scaling — With Alexandr Wang
- The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
- Russia Funds Tenet Media YouTubers
- AI Scaling, Alignment, and the Path to Superintelligence — With Dwarkesh Patel
- every mention in 2024, scene by scene →
2023 9 mentions in 3 episodes 3 per episode
2022 6 mentions in 1 episode
Everything said about Taiwan, oldest first
Apr 4, 2023 negative
Luckey: Stronger US deterrence would have changed Ukraine, Taiwan, and Hong Kong
“And if we had been in a better place, not just the United States, but our partners, I think that things would, I think things would be very different in Ukraine. They would be very different in Taiwan. Maybe they'd even be different in Hong Kong.”
Dec 14, 2023 bullish
Gelsinger: Global chip production will reach 50/50 East-West balance by 2030
“By the end of the decade, so, you know, seven, eight years, I think we can get close to fifty-fifty by the end of the decade, and if we accomplish that, right, over a seven or eight year period, I think the world is going to sleep much better at night”
Oct 23, 2024 negative
Ives: Chinese blockade or takeover of Taiwan is a very low-probability event
“I think there's a view that that's just very low likelihood that that's going to happen. Now look, in Hong Kong, you definitely sense some seat changes in terms of what we see, but look, we're always going to have these sort of, as Stephanie talks about a lot,…”
Dec 11, 2024 bullish
Wang: US must possess superior AI to prevail in conflict with China
“If you believe that there's some potential of some kind of conflict over Taiwan or other, some kind of other, like, hot conflict between the US and China then we really, the United States needs to ensure that we have the best possible AI technology to ensure t…”
Jul 16, 2025 negative
Rice: China will coerce Taiwan via pressure tactics rather than military invasion
“Look, I'm not saying that the Chinese won't move on Taiwan. I just think that the idea that they're just kind of one day, you're going to start to see the Chinese, ah, ships, Navy, Air Force, ah, landing on Taiwan. If you talk to most military people, they say…”
Jun 26, 2026 negative
Cherney: US chip designers have no contingency plan for Taiwan disruption
“Chip companies, the design companies in the US do not plan for this. The contingency plan, excuse me, is something along the lines of like, well, we're all kind of screwed if China invades, which, OK, but like, there's no real plan there.”
Jul 10, 2026 negative
Cherney: US chip designers have no real contingency plan for Taiwan invasion
“Chip companies, the design companies in the US do not plan for this. The contingency plan, excuse me, is something along the lines of like, well, we're all kind of screwed if China invades, which, OK, but like, there's no real plan there.”
Jul 10, 2026 neutral
Cherney: Soft-power exchange is more likely for Taiwan than military invasion
“I think what's a lot more likely is some kind of soft power exchange like what happened in Hong Kong over time. I think realistically, that's a more Likely option, although I'm not saying Xi Jinping won't just invade like he absolutely will.”