Stratechery Tech and War
Mar 7, 2022
Discover how the Ukraine conflict is reshaping the tech landscape, as sanctions hit Russia and challenge international relations. Delve into the power shift from a technology-driven internet to centralized economic control. Explore how smartphone and cloud market dominance influences global geopolitics, with India's potential and China's competition. Unearth the implications of U.S. semiconductor policies on China and the intricate dependencies on Taiwan and South Korea. This episode reveals the complex intersection of tech, politics, and global power dynamics.
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Tech and War's Impact
- Tech's long-term impact will be substantial after Russia's invasion of Ukraine.
- The focus is on analyzing capabilities, not intentions, in international relations.
Public vs. Private Sanctions
- Governments imposed public sanctions, mainly financial, like SWIFT disconnections and asset freezes.
- Private companies imposed their own sanctions, demonstrating their capability and willingness to pursue political goals.
Internet 3.0 and Politics
- The internet has transitioned from a technological era to an economic one, now entering a political era (Internet 3.0).
- Private sanctions highlight tech platforms' capability to act politically, motivating countries to seek alternatives.