A high level read on Google's quantum computing announcement and Google's R&D efforts generally, a listener's question about drones as a platform, follow-up on last week's conversation about Anduril and the future of the U.S. defense industry, and questions on the near term concerns surrounding an AI Manhattan project, Clayton Christensen’s theory of integration and modularity as applied to Silicon Valley, and housing prices in the Bay Area.

To email the show: email@sharptech.fm

@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

Meet Willow, our state-of-the-art quantum chip — Google

The Anduril Lattice SDK, Understanding Lattice, Anduril + Palantir — Stratechery Update

An Interview with Gregory Allen About the Updated China Chip Ban — Stratechery Interview

The ZTE Ban, Tech’s Trade War Risk, China’s Delayed Approval and Apple’s Pain — Stratechery Update

Chips and Geopolitics — Stratechery

Chips and China — Stratechery

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