Jacob welcomes Paul Triolo onto the podcast for a nuanced treatment of the relationship between geopolitics and technology – in the context of U.S.-China relations, in the context of multipolar geopolitics, in the context of artificial intelligence, and how all these things are affecting the semiconductor industry in particular.

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Timestamps:

(00:00) - Intro

(01:02) – Current perceptions of deglobalization

(07:02) - Current reality of deglobalization

(15:15) - Is IP ever safe?

(24:01) - Semiconductors & AI & China

(30:08) - The trajectory of US/China relations

(39:40) - What's next for semiconductor production?

(47:20) - Geopolitical competition and the future of tech

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

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Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).

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Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor

Demystifying Chips, US-China Relations, & Intellectual Property