College Students and Chips, The Future of Computing (and the Limits of Physics), Formula 1 and Apple
Oct 17, 2023
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Author of Chip War, Chris Miller, discusses the strategic logic of America's ban on the sale of advanced chips to China, the complexities of chip manufacturing, and the future payoff in terms of AI capabilities. The podcast also explores the possibility of smart glasses with built-in ad blockers and delves into the limitations of physics on chip improvement. Additionally, the hosts discuss real-world connections, digital communities, and Formula One, including Apple's rumored bid for global broadcasting rights and the potential enhancement of the sports viewing experience with Apple's Vision Pro.
College students' musings should not be given undue importance in public discourse.
Export controls on chips aim to limit China's access to advanced technology like EUV machines.
Apple's potential interest in Formula One could revolutionize broadcasting and increase revenue for the sport.
Deep dives
College students' musings in public discourse
The podcast discusses how some argue that the musings of college students should not carry intellectual weight in public discourse, as shining a spotlight on these statements may give them more importance than they merit.
The strategic rationale behind the chip ban
The podcast examines the strategic rationale behind imposing export controls on chips, particularly in relation to the application of AI in military operations. It highlights that the chip ban aims to curb China's access to cutting-edge chip technology, such as EUV machines, which are crucial for the advancement of AI capabilities.
The potential involvement of Apple in Formula One broadcasting
Rumors suggest that Apple may be interested in securing the global broadcasting rights to Formula One. The proposed deal, estimated to be worth $2 billion a year, would potentially double Formula One's current income from TV rights. Apple's approach includes a sliding scale approach to exclusivity, starting at 25% and gradually increasing to 100% over time.
The potential of AI and technology
The podcast discusses how technological advancements, particularly in AI, present challenges and opportunities. It emphasizes the idea that the true potential of technology is often unknown until the capabilities are realized. The conversation centers around the need for understanding, patience, and a bias towards optimism when exploring new possibilities. The speakers highlight the importance of not getting paralyzed by hypotheticals and instead focusing on the reality and figuring out solutions as we encounter them.
The future of broadcasting and watching sports
The podcast delves into the future of broadcasting and watching sports, particularly in the context of Formula 1 (F1) and the Apple Vision Pro. The discussion explores the potential for incorporating spatial video into the Vision Pro device and the possibilities it presents for providing immersive experiences for viewers. The conversation touches on the concept of personalized viewing experiences, where viewers can choose where to look and listen, creating a more engaging and interactive experience. The speakers also consider the sliding scale approach to exclusivity and the balance between reaching a wider audience and offering exclusive content.
An emailer recommends ignoring college students on Twitter, the strategic logic of America’s ban on the sale of advanced chips to China, and a few different questions about AI and our digital future. At the end: Apple’s rumored F1 interest and why the partnership makes sense.
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