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

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

Chris Miller, author of Chip War (FT Business Book of the Year 2022), joins host Anirudh Suri to discuss the geopolitics of the global semi-conductor industry and the national strategies being adopted by countries like the US, China, EU (France, Germany and Netherlands), Taiwan, Japan, Korea, and India. They also explore the role of universities, government policies, and business investment in shaping the global semiconductor landscape. Key questions that Chris and Anirudh delve into: What will it take for nations to succeed in the Chip War? How can nations start to build their competitive advantage? What are the gaps in the current approaches being adopted by governments? What are the national strategies being adopted by the key players - the US, China, Europe, Japan, Taiwan, S. Korea and India? What should India's game plan focus on? How will geopolitics shape the chip industry in the coming years? Will the US' export controls against China be effective, or will they backfire? As always, watch, share and subscribe!Chapters:00:00 - Introduction 01:36 - Understanding the Importance of the Semiconductor Industry02:20 - Key Elements of National Strategies in the Chip War05:53 - Are Governments Getting It Right? 10:47 - Balancing Research, Academia and Private Businesses' Role in the Chip Industry14:20 - The Current Strategies: US, China, Europe, and East Asia16:21 - Will US’ Strategy of Export Controls on Chips Against China Work?18:16 - China’s Strategy: How Will It Respond?20:52 - Will China’s Rare Earth Reserves Be an Effective Defence?23:19 - Europe’s Strategy (incl. France / Germany / Netherlands)26:30 - East Asian Nations’ Strategies (Japan / Korea and Taiwan)28:26 - India’s (Re-)Entry into the Global Semiconductor Ecosystem31:20 - India: A Leader in Chip Design33:23 - India benefitting from Geopolitics and Macro-Trends?34:59 - How Should India Spend Its R&D Dollars?37:38 - Should India Build Specialised Fabs?40:18 - Geopolitics and Future of Chip Industry42:30 - Conclusion 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/6PHcvPgThe Struggle to Save the Soviet Economy: https://amzn.eu/d/17fTXv7Putinomics: Power and Money in Resurgent Russia: https://amzn.eu/d/f1Vfg7wWe 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 #fabs #fablessdesign #ChipsAct #exportcontrols #rareearth #nvidia #asml #samsung #tsmc #mediatek #geopolitics #technology #AnirudhSuri #ChrisMiller #TheGreatTechGame #TheGreatTechGamePodcast

Full Episode Link: https://youtu.be/geyf2tIkRIw Renowned British journalist and prominent European futurist, Hamish McRae joins host Anirudh Suri as they delve into what the world will look like in 2050, by also examining how history has played out over the last few centuries. This fascinating, big picture discussion revolves around the rapid evolution of technology, particularly artificial intelligence, and its potential impact on the world economies up to 2050, with a focus on countries like the U.S., China, and India. The discussion extends to the dynamics of global geopolitics, including underlying power shifts and possible future U.S. relations with Russia and China. McRae highlights the significant growth of India's services industry and the emergence of middle classes, discussing the importance of shifting global mindsets towards a multipolar world. The conversation also stresses the importance of recognizing and respecting the cultural histories of nations, and celebrating shared economic wins, rather than striving for a singular 'global winner'. #GlobalPolitics #Technology #Geopolitics #ArtificialIntelligence #HamishMcRae #AnirudhSuri #TheGreatTechGame #TheWorldin2050 #India #China #UnitedStates

Renowned British journalist and prominent European futurist, Hamish McRae joins host Anirudh Suri as they delve into what the world will look like in 2050, by also examining how history has played out over the last few centuries. This fascinating, big picture discussion revolves around the rapid evolution of technology, particularly artificial intelligence, and its potential impact on the world economies up to 2050, with a focus on countries like the U.S., China, and India. The discussion extends to the dynamics of global geopolitics, including underlying power shifts and possible future U.S. relations with Russia and China. McRae highlights the significant growth of India's services industry and the emergence of middle classes, discussing the importance of shifting global mindsets towards a multipolar world. The conversation also stresses the importance of recognizing and respecting the cultural histories of nations, and celebrating shared economic wins, rather than striving for a singular 'global winner'.#GlobalPolitics #Technology #Geopolitics #ArtificialIntelligence #HamishMcRae #AnirudhSuri #TheGreatTechGame #TheWorldin2050 #India #China #UnitedStates*Book Links:*#AnirudhSuri:*The Great Tech Game by Anirudh Suri :* https://amzn.eu/d/1Su38My#HamishMcRae:*The World in 2050: How to Think About the Future:* https://amzn.eu/d/dJQiDvY*Capital City: London as a Financial Centre:* https://amzn.eu/d/au3KYET*What Works: Success in Stressful Times:* https://amzn.eu/d/hyRTPyE*The World in 2020: Power, Culture and Prosperity:* https://amzn.eu/d/flk7dkt*About Hamish:*Hamish McRae is a principle commentator for The Independent and The Independent on Sunday, and associate editor of The Independent. He is author of The World in 2020, which has been translated into more than a dozen languages. He also co-wrote Capital City: London as A Financial Centre with his wife, Frances Cairncrosse, and broadcasts regularly on the BBC.More information and many of Immerwahr's writings are available at his website : https://hamishmcrae.co.uk/*Follow Anirudh here:*X (formerly Twitter): https://x.com/anirudhsuriLinkedin: https://www.linkedin.com/in/anirudhsuri/Instagram: https://www.instagram.com/anirudh_suriFacebook: https://www.facebook.com/AnirudhSuri.inWebsite: [www.anirudhsuri.com](http://www.anirudhsuri.com/)Book and Podcast: [www.greattechgame.com](http://www.greattechgame.com/)As always, please do watch, subscribe and share!#TheGreatTechGamePodcast #TheGreatTechGame #geopolitics