A discussion of Ben's Stratechery article AI Promises and Chip Precariousness, including basic geography and evolving geopolitical considerations informing today's Taiwan tensions, the recent history of US policy surrounding chips, considerations for US policies going forward, and various concerns with lifting the chip ban and implementing stricter controls on chipmaking equipment.
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@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
AI Promise and Chip Precariousness — Stratechery
Trump Team Seeking to Toughen Biden’s Chip Controls Over China — Bloomberg
Fab Whack-A-Mole: Chinese Companies are Evading U.S. Sanctions — SemiAnalysis
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