The Bid

211: The Intersection of AI and Geopolitics From An Investing Lens

10 snips
Feb 28, 2025
Guest
Jeff Shen
Guest
Catherine Kress
Catherine Kress, Head of Geopolitical Research at BlackRock, and Jeff Shen, Co-head of systematic equities at BlackRock, dive into the complex interplay of AI and global politics. They discuss how rapid AI advancements are reshaping investment landscapes and influencing geopolitical power dynamics, particularly between the U.S. and China. The conversation highlights the regulatory responses to AI challenges and the evolving investment strategies necessary to navigate these shifting sands, emphasizing the need for adaptability in an uncertain world.
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INSIGHT

AI in Geopolitics

  • AI is a driving force in geopolitics, especially in the U.S.-China tech competition.
  • Both countries believe AI leadership will bring economic and military advantages.
INSIGHT

Government Focus on AI

  • Governments are now considering AI's influence on policy and international interactions.
  • This contrasts with past tech where consumer and company impacts were the focus.
INSIGHT

Biden's AI Strategy

  • The Biden administration aimed to maintain U.S. AI leadership through export controls and targeted investments.
  • The "interim final rule" sought to control AI chip access and ensure U.S. technology powered global AI development.
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