Today on Moment of Zen, Erik Torenberg and Samo Burja explore AI hardware dominance, US-China semiconductor competition, automation's economic impacts, and strategic industrial policy for maintaining technological leadership.

Make sure to subscribe to Samo Burja's Bismarck Brief and the Live Players podcast to read analyses and briefs like this one:

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X / TWITTER:

@SamoBurja

@eriktorenberg

@turpentinemedia

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Key Highlights

Hardware as AI's Foundation

US-China Semiconductor Competition

Proposed US Strategy

Automation's Political Risks

Physical vs. Knowledge Work