GeoTech Wars

In this episode of GeoTech Wars, Kirti and Andrew are joined by Emily Benson, Director of the Project on Trade and Technology and Senior Fellow at CSIS, to discuss the recent U.S. export controls placed on China. The conversation examines potential loopholes in the controls, how affected businesses are reacting, and how U.S. allies are responding.

In this episode of GeoTech Wars, Kirti and Andrew are joined by David Michael, co-founder and managing partner of Anzu Partners, to discuss how the venture capital industry is responding to increasing geopolitical tensions. The discussion examines the changes in the venture capital industry as the U.S.-China relationship has evolved over the last two decades and the impact to global innovation. 

In this episode of GeoTech Wars, Kirti and Andrew are joined by Nirav Patel, CEO and co-founder of The Asia Group, to discuss how businesses are responding to increasing geopolitical tensions. The discussion explores the history of corporate geopolitical risk management, how corporations can adapt to heightened geopolitical tensions, and what businesses and policymakers should expect going forward. 

In this engaging discussion, Syed Alam, Global High Tech Industry Lead at Accenture and semiconductor supply chain expert, unpacks the intricate world of semiconductor manufacturing. He explains why these tiny chips are vital to the global economy, especially in today’s geopolitical landscape. Alam reveals the complex journey of these chips, the industry's evolution towards fabless models, and the vulnerabilities in global supply chains. He also discusses U.S.-China dynamics and initiatives like the CHIPS Act, highlighting the critical need for collaboration in this field.

Dr. Chris Miller, an expert in international history at Tufts University, discusses the fierce global competition in the semiconductor industry. He unpacks how geopolitical tensions shape procurement strategies, especially in China under U.S. restrictions. The conversation highlights Taiwan's strategic importance and the shift of manufacturing to new countries like India and Vietnam. Miller also addresses the balance of competition and collaboration in tech, including concerns about China's advancements in chip technology and the implications of recent U.S. investment controls.

In this episode of GeoTech Wars, Kirti and Andrew are joined by Mark Zandi, chief economist at Moody’s Analytics and host of the Inside Economics podcast, to discuss U.S. manufacturing within the reorienting international economic system. The conversation explores the strengths and limitations of the U.S. manufacturing ecosystem, and options for policymakers.

In this episode of GeoTech Wars, Kirti and Andrew are joined by Tom Orlik, chief economist at Bloomberg Economics, to discuss the consequences of the ongoing fragmentation of the global economy. The conversation examines why the international economic system is realigning and how the United States can avoid the worst outcomes.

In this episode of GeoTech Wars, Kirti and Andrew are joined by Matthew Turpin, a former advisor on China to the Secretary of Commerce and Chairman of the Joint Chiefs of Staff, to discuss how the international economic system is adapting to growing tensions between the United States and China. The conversation highlights the many nuances of the U.S. and China’s economic relationship and what they mean for businesses.

In this episode of GeoTech Wars, Kirti and Andrew are joined by Dr. Edlyn Levine, co-founder and Chief Science Officer of America’s Frontier Fund, to discuss the importance of maintaining U.S. leadership in critical technologies for economic and national security. The conversation highlights the many policy domains that comprise industrial policy, and how, after years of neglect, the United States can reinvigorate its industrial sector.