The Great Tech Game Podcast: Geopolitics, Technology, Business and Global Affairs, with Anirudh Suri

Full Episode Link: https://youtu.be/LfmxGA7nOR4 Host Anirudh Suri and guest Paul delve into the data supremacy of the United States and China. They discuss the strategic importance of data for artificial intelligence, emphasizing the need to refine and manage data effectively. The conversation highlights the differences in global reach between US and Chinese tech firms and the metrics that matter for leveraging data in the AI-driven future. 00:00 Introduction: The Data Advantage of Nations 01:06 The Importance of Data in AI 01:48 Data Management and Refinement 02:40 Measuring Data Capabilities 03:43 Global Reach and Diversity of Data As always, watch, share and subscribe! Book Links: #AnirudhSuri: The Great Tech Game by Anirudh Suri : [amzn.eu/d/1Su38My](http://amzn.eu/d/1Su38My) #PaulScharre: Four Battlegrounds - Power In The A: Power in the Age of Artificial Intelligence : https://amzn.eu/d/1GnHu2i Army of None – Autonomous Weapons and the Future of War : https://amzn.eu/d/b8wFXQn #data, #advantage, #USgovernment, #privatesector, #China, #datamanagement, #machinelearning, #AI, #globalreach, #internetusers, #USTechFirms, #ChineseGovernment, #applicationsofdata, #diversedatasets, #refiningdata, #competitiveadvantage, #bookresearch, #population, #mobileinternet, #globalusers

This episode explores the concentration and diffusion of AI research and talent. It highlights how top universities and research institutions like Stanford, Carnegie Mellon, and MIT attract the best researchers. Despite their concentration in a few top labs in academia and the private sector, the wide availability of published AI research and models online facilitates rapid knowledge diffusion. This allows a broader audience to access and build upon cutting-edge discoveries in AI.

In this in-depth discussion on the Great Tech Game podcast, Paul Scharre fshares interesting insights on the state of global competition in Artificial Intelligence (AI). The conversation revolves around the four key battlegrounds of AI – data, computing hardware (or computer chips), human talent and institutions. They also touch upon the role of various countries such as the US, China, and India in this competition, as well as the need for global AI governance. Paul Scharre, the Executive Vice President and Director of Studies at CNAS. He's a distinguished author, receiving accolades for his book "Four Battlegrounds: Power in the Age of Artificial Intelligence." His groundbreaking work, "Army of None: Autonomous Weapons and the Future of War," not only clinched the 2019 Colby Award but also made it to Bill Gates' top five books of 2018. Recognized by TIME magazine in 2023 as one of the "100 most influential people in AI," Scharre's expertise offers a deep dive into understanding modern warfare. Don't miss out on this engaging conversation!As always, watch, share and subscribe!Chapters:00:00 Intro00:48 The Potential of India in the AI Competition01:10 The Great Tech Game Podcast Introduction01:54 Discussion on the Book 'The Four Battlegrounds'05:52 The Importance of Data in AI11:42 The Significance of Computing Power in AI20:10 The Role of Other Nations in the AI Race28:52 The Importance of Capital and Ideas in AI37:44 Is Global Governance of AI possible?39:22 Paul's book and podcast guest recommendationsBook Links:#AnirudhSuri:The Great Tech Game by Anirudh Suri : amzn.eu/d/1Su38My#PaulScharre:Four Battlegrounds - Power In The A: Power in the Age of Artificial Intelligence : https://amzn.eu/d/1GnHu2iArmy of None – Autonomous Weapons and the Future of War : https://amzn.eu/d/b8wFXQn#artificial intelligence #technology #competition #data #computing #hardware #talent #institutions #research #China #United States #India #global governance #capital #startupecosystem #geopolitics

Link to the Main Episode: https://youtu.be/riXxhdBmC1M The conversation between Anirudh and George on the early stages of 'The Great AI Game', emphasizes the impact of artificial intelligence (AI) on global competition across markets and nations. They delve into the strategic investments by tech firms and countries in AI, highlighting the significant socioeconomic and geopolitical implications, particularly of generative AI. Anirudh and George explore AI's potential to profoundly affect economics, productivity, defense, culture, and the global competitive landscape. The discussion reflects on the urgency and complexity of thought leadership in navigating this transformative era. 00:00 The Dawn of the Great AI Game: Navigating New Competitive Dynamics 00:53 The Rush of Tech Firms and National Strategies in AI 01:26 Exploring the Geopolitics of AI: A Timely Discussion 01:41 Reflecting on the Evolution of AI and Its Global Impact 02:59 Generative AI: A Game-Changer for Nations and Global Markets #AI #technology #geopolitics #business In this comprehensive episode of the Great Tech Game podcast, Anirudh Suri and guest, George Lee, delve into the convergence of technology, geopolitics, business, and innovation through the lens of the emerging generative AI revolution. They discuss the current landscape of global AI competition, highlighting the US's early lead, China's formidable presence, and the potential contributions of other nations, including India's open data approach. Follow Anirudh here: X (formerly Twitter): https://x.com/anirudhsuri Linkedin: https://www.linkedin.com/in/anirudhsuri/ Instagram: https://www.instagram.com/anirudh_suri Facebook: https://www.facebook.com/AnirudhSuri.in Website: [www.anirudhsuri.com](http://www.anirudhsuri.com/) Book and Podcast: [www.greattechgame.com](http://www.greattechgame.com/) Book Links: Anirudh Suri: The Great Tech Game by Anirudh Suri : https://amzn.eu/d/1Su38My George Lee Article: About George Lee: https://www.goldmansachs.com/about-us/people-and-leadership/leadership/management-committee/george-lee.html

Full Episode - https://youtu.be/iYC5nKJpGvY This conversation is around the U.S. CHIPS Act and export controls on the semiconductor industry from both American and Chinese perspectives. It explores strategies China might use, including leveraging its dominance in rare earth elements, gallium, and germanium, and the potential consequences of such actions. The discussion highlights the interdependencies in global supply chains, the potential economic repercussions for both the U.S. and China, and the shifts in production to countries like Vietnam and Thailand. 00:00 Introduction: U.S. Export Control Strategy and the CHIPS Act 00:36 China's Potential Countermeasures: Rare Earth Elements 01:00 Challenges of Retaliation: Economic Interdependence 01:55 The Cost Dynamics: Shifting Assembly Outside China 02:38 Conclusion: Comparative Costs and Political Palatability Book Links: #AnirudhSuri: The Great Tech Game by Anirudh Suri ://amzn.eu/d/1Su38My #ChrisMiller: Chip War: The Fight for the World's Most Critical Technology: https://amzn.eu/d/6PHcvPg The Struggle to Save the Soviet Economy: https://amzn.eu/d/17fTXv7 Putinomics: Power and Money in Resurgent Russia: https://amzn.eu/d/f1Vfg7w We Shall Be Masters: Russian Pivots to East Asia from Peter the Great to Putin: https://amzn.eu/d/dAnWZbP #TechPolicy, #Semiconductors, #CHIPSAct, #Geopolitics, #EconomicStrategy, #ExportControls, #RareEarthElements, #ChinaTech, #USChinaRelations, #Gallium, #Germanium, #GlobalTrade, #TechStrategy, #ElectronicsAssembly, #Vietnam, #India, #Thailand, #TechWars, #TechRetaliation, #PoliticalStrategy

Full Episode - https://youtu.be/iYC5nKJpGvY Explore Europe's multifaceted approach to the semiconductor industry and how key players like the Netherlands, Germany, and France are navigating their roles. Discover the differing strategies shaped by national interests and industry needs, and understand why ASML's position in the global supply chain raises fewer geopolitical concerns compared to TSMC. 00:00 Introduction to Europe's Role in the Chip War 00:17 Diverse Strategies of European Nations 00:32 The Netherlands' Success in the Chip Industry 00:57 Germany's Focus on Auto Industry Resilience 01:43 France's Approach to Supply Chain Resilience 02:03 Geopolitical Implications of ASML's Monopoly Book Links: #AnirudhSuri: The Great Tech Game by Anirudh Suri ://amzn.eu/d/1Su38My #ChrisMiller: Chip War: The Fight for the World's Most Critical Technology: https://amzn.eu/d/6PHcvPg The Struggle to Save the Soviet Economy: https://amzn.eu/d/17fTXv7 Putinomics: Power and Money in Resurgent Russia: https://amzn.eu/d/f1Vfg7w We Shall Be Masters: Russian Pivots to East Asia from Peter the Great to Putin: https://amzn.eu/d/dAnWZbP #Europe, #ChipWar, #ASML, #Semiconductors, #Netherlands, #Germany, #France, #EU, #AutoIndustry, #SupplyChain, #Technology, #NXP, #ChipPolicy, #TechPolicy, #Aviation, #Geopolitics, #Manufacturing, #Innovation, #ClimateChange, #TechTalk

Full Episode - https://youtu.be/iYC5nKJpGvY In this in-depth discussion, we explore how nations should develop strategies to compete in the global semiconductor industry, often referred to as the 'chip war.' Drawing from insights in 'The Great Tech Game' and experiences from past decades, the conversation delves into critical elements such as identifying competitive advantages, focusing on various segments of the supply chain, and understanding the broader geopolitical dynamics. This conversation aims to shed light on how nations can formulate effective game plans to lead in the ever-evolving tech landscape. 00:00 Introduction to the Chip War 01:03 The Importance of a National Game Plan 01:38 Key Elements of a Competitive Framework 01:43 Understanding the Chip Supply Chain 02:35 Specialization and Comparative Advantage 03:13 Global Competitive Dynamics Book Links: #AnirudhSuri: The Great Tech Game by Anirudh Suri ://amzn.eu/d/1Su38My #ChrisMiller: Chip War: The Fight for the World's Most Critical Technology: https://amzn.eu/d/6PHcvPg The Struggle to Save the Soviet Economy: https://amzn.eu/d/17fTXv7 Putinomics: Power and Money in Resurgent Russia: https://amzn.eu/d/f1Vfg7w We Shall Be Masters: Russian Pivots to East Asia from Peter the Great to Putin: https://amzn.eu/d/dAnWZbP #TechTalk, #ChipWar, #Semiconductors, #Geopolitics, #Innovation, #SupplyChain, #Technology, #GlobalEconomy, #Strategy, #Podcast, #TechLeadership, #Manufacturing, #CompetitiveAdvantage, #SoftwareDesign, #ChipDesign, #NationalStrategy, #EconomicSuccess, #GlobalTrade, #TechnologicalAdvancement, #Industries

Full Episode - https://youtu.be/iYC5nKJpGvY In this episode discusses the challenges governments face in implementing strategies in the chip industry, focusing on the importance of creating viable business models without overstepping and dictating terms to the private sector. The conversation highlights the significance of fostering a conducive environment for companies to innovate and sustain long-term viability. The example of Taiwan's successful ecosystem, which includes training programs, favorable investment policies, and well-equipped industrial parks, is explored as a model for effective government intervention. 00:00 Introduction: The Challenge of Implementation 00:31 Government Limitations in Business Model Design 01:02 Balancing Control and Flexibility 01:17 Key Elements of Successful Implementation 01:56 Short-term vs Long-term Impact 03:11 Case Study: Taiwan's Success 04:15 Conclusion: Key Takeaways

Anirudh and Chris discusses India's recent efforts to develop its semiconductor industry after past attempts in the 1980s failed to gain traction. Emphasizing both semiconductor fabrication and electronics assembly, India is attracting foreign investment through incentives for chip making, packaging, and assembly. The video examines India's growing demand for semiconductors, driven by its burgeoning device assembly market, and highlights the potential for India to become a key player in chip design due to its existing software engineering expertise. Additionally, the video explores the geopolitical and economic factors that are supporting India's semiconductor strategy, including partnerships with the US, Japan, and Taiwan. Finally, the importance of focusing on R&D in chip design rather than manufacturing is discussed, identifying niche areas in design such as AI applications and power semiconductors for electric vehicles as potential growth avenues. 00:00 India's Missed Opportunity in Semiconductors 00:42 India's Dual Focus: Semiconductor and Electronics Assembly 00:58 Government Incentives and Multinational Investments 02:33 The Potential of Chip Design in India 03:40 Challenges and Opportunities in Chip Design 04:58 Global Support and Geopolitical Factors 07:17 R&D Priorities: Design vs. Manufacturing 08:15 Future Trends and Specialized Fabs ,#US,#China,#India,#Taiwan,#Korea,#Japan,#France,#Germany,#Netherlands,#semiconductor,#industry,#gameplan,#supplychain,#competitiveadvantage,#nationalstrategy,#chipdesign,#chipmanufacturing,#fabskin,#fablessdesign,#ChipsAct,#exportcontrols,#rareearth,#nvidia,#asml,#samsung,#tsmc,#mediatek,#geopolitics,#technology,#AnirudhSuri,#ChrisMiller,#TheGreatTechGame,#TheGreatTechGamePodcast Book Links: #AnirudhSuri: The Great Tech Game by Anirudh Suri ://amzn.eu/d/1Su38My #ChrisMiller: Chip War: The Fight for the World's Most Critical Technology: https://amzn.eu/d/6PHcvPg The Struggle to Save the Soviet Economy: https://amzn.eu/d/17fTXv7 Putinomics: Power and Money in Resurgent Russia: https://amzn.eu/d/f1Vfg7w We Shall Be Masters: Russian Pivots to East Asia from Peter the Great to Putin: https://amzn.eu/d/dAnWZbP #ChipWar #US #China #India #Taiwan #Korea #Japan #France #Germany #Netherlands #semiconductor industry #gameplan #supplychain #competitiveadvantage #nationalstrategy #chipdesign #chipmanufacturing #fabskin #fablessdesign #ChipsAct #exportcontrols #rareearth #nvidia #asml #samsung #tsmc #mediatek #geopolitics #technology #AnirudhSuri #ChrisMiller #TheGreatTechGame #TheGreatTechGamePodcast

Full Episode - https://youtu.be/iYC5nKJpGvY In this video, we explore the evolving semiconductor strategies of major countries amidst the ongoing chip war. We begin with the United States and examine the significant shifts in its approach over the last few years, especially in light of recent geopolitical challenges. Key points include the impact of the CHIPS Act, which allocates $39 billion for boosting domestic chip manufacturing, and the controversial export controls aimed at China. The discussion then turns to China's response, detailing its continued investment in self-sufficiency through industrial policy plans such as 'Made in China 2025,' despite potential trade-offs in quality and cost. The video provides a comprehensive overview of how these strategies are shaping the global landscape of the semiconductor industry and what implications they might have for the future. 00:00 Introduction to Global Chip Strategies 00:16 The U.S. Semiconductor Strategy 01:56 Impact of Export Controls on China 03:53 China's Response to U.S. Policies 05:24 Evaluating China's Self-Sufficiency Efforts 06:10 Conclusion: The Future of the Chip War