Compact Podcast

Chips and Slips

Sep 10, 2025
Delve into the heated debate over restricting advanced AI chips sales to China and its broader implications for tech policy. Explore the rebranding of the Department of War and its connection to U.S. military engagement narratives. The podcast also tackles how emotional politics are reshaping the right's approach to women's experiences, especially in light of the Me Too movement. Additionally, it critiques modern political discourse driven by emotions and explores the evolution of conservatism amid shifting ideologies.
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INSIGHT

Doomerism Masks Real Security Stakes

  • The debate over restricting AI chips to China is framed as doomerism vs accelerationism but masks national-security stakes.
  • Geoff Shullenberger argues the doomer charge distracts from real power and state-industry alignment questions.
INSIGHT

Silicon Valley's Return To State Ties

  • Export controls on advanced chips reflect both military concerns and tech-industry pushback.
  • Shullenberger says industry alignment with state power is resurfacing after decades of globalist tech ideology.
ADVICE

Watch For Quiet State Investments

  • Monitor government stakes and profit-sharing deals with major chip firms as signals of strategic shifts.
  • Treat quiet state investments as indicators to reassess industry risk and geopolitical exposure.
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