Taiwan
9 statements across 7 episodes · 2 bullish · 1 bearish · 6 people on the record · first statement Apr 26, 2025 by John Gedmark · said 133 times in 44 episodes since 2024 · across every show →
Mentions by year
brought up most by John Coogan (21), Delian Asparouhov (8), Aaron Ginn (8), Bill Bishop (7), Jordi Hays (6), David Rosenthal (5), Ben Thompson (4), John Gedmark (3)
tap a year for its mentions
2026 77 mentions in 24 episodes 3 per episode
- FULL INTERVIEW: Bill Bishop Thinks China’s Military is Still Deeply Corrupt
- FULL INTERVIEW: Ben Thompson on Anthropic v. DoW
- The Remarkable AGI Predictions of Daniel Gross
- Trump-Xi Summit, Space Data Center Debate, Inflation Up | Diet TBPN
- Nvidia Restarts China Sales, Vibe Coding Backlash, Peptide Craze | Diet TBPN
- FULL INTERVIEW: Ethan Thornton: War With China Will Be Over in DAYS
- Jensen on Dwarkesh, Cursor x XAI, Netflix Stock Sinks | Diet TBPN
- Samsung’s $70B Chip Bet, Apple Doing Nothing But Winning AI, Bezos’ New Fund | Diet TBPN
- 16 more episodes that year, every mention in 2026 →
2025 52 mentions in 17 episodes 3 per episode
- Why the Moon Matters More Than Ever | John Gedmark on TBPN
- Building GPUs Is Easier Than You Think | Aaron Ginn on TBPN
- The Risk of Losing the Moon to China | Delian Asparouhov on TBPN
- Acquired Podcast Hosts Break Down Google’s $1 Trillion Mistake
- The Future of Defense Technology
- Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses
- You Shouldn't IPO - Here's Why | Everett Randle on TBPN April 10th
- Why 2027 and 2049 are KEY YEARS | Akhil Iyer on TBPN April 3rd
- 9 more episodes that year, every mention in 2025 →
2024 4 mentions in 3 episodes 1 per episode
Everything said about Taiwan, oldest first
Apr 26, 2025 bullish
Apr 26, 2025 positive
Apr 26, 2025
Apr 28, 2025 negative
Asparouhov: US lacks leverage to force ASML manufacturing onto American soil
“With ASML. It's like, okay, this is like a, you know, sort of European company. And like, if we start to try to like sanction or slap fines on them, they'll be like, okay, great. The very limited number of machines we were selling to the U S we're going to sto…”
Feb 10, 2026 neutral
Bishop: Trump will delay $20 billion Taiwan arms sale until Xi meeting
“Over the weekend, you know, we saw, I think on Friday, the Financial Times reported, yes, there's a twenty billion dollar package in the works and it's something the Chinese don't want to have happen, and they have threatened to postpone or cancel Trump's visi…”
Feb 10, 2026 neutral
Bishop: Beijing's reaction to Takaichi strengthened Japanese defense hawks' mandate
“I mean, I think that the Chinese helped Takeichi because their reaction to her comments in, in early November, which again, she said, she reiterated the Japanese position on sort of a Taiwan contingency, so to speak. She said it in a setting where it hadn't be…”
Mar 2, 2026 neutral
Thompson: China's Dependence on Taiwan Chips Creates Safer Geopolitical Equilibrium
“I think it is a safer equilibrium To have China dependent on Taiwan than to try to cut them off from Taiwan while we are dependent on Taiwan. Taiwan is 70 miles off the coast of China. It's not an ideal position in the world for us to have a dependency on it a…”
Mar 6, 2026
Hays: China deployed over 100 aircraft and warships around Taiwan
“China conducted joint sword. 20 24 B exercises in October of 2024. Surrounding Taiwan with coordinated military operations. In December, 25, Justice Mission 25 deployed over a hundred aircraft, 90 crossing the median line, 13 warships, and 27 rockets fired fro…”
Jul 23, 2026 neutral
US enforces Taiwanese chip export controls via historical patent licensing
“A lot of the semiconductor supply chain intellectual property started in America, was developed in America, but then eventually went, went abroad. And that actually does give America some leverage. That's the basis for the chip controls. Like, why can America …”