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The Great Tech Game Podcast: Geopolitics, Technology, Business and Global Affairs, with Anirudh Suri
By Anirudh SuriTechnology
The Great Tech Game Podcast: Geopolitics, Technology, Business and Global Affairs, with Anirudh Suri episodes
- Developing a National Gameplan for #TheChipWarsFull Episode - https://youtu.be/iYC5nKJpGvYIn 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 War01:03 The Importance of a National Game Plan01:38 Key Elements of a Competitive Framework01:43 Understanding the Chip Supply Chain02:35 Specialization and Comparative Advantage03:13 Global Competitive DynamicsBook 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#TechTalk, #ChipWar, #Semiconductors, #Geopolitics, #Innovation, #SupplyChain, #Technology, #GlobalEconomy, #Strategy, #Podcast, #TechLeadership, #Manufacturing, #CompetitiveAdvantage, #SoftwareDesign, #ChipDesign, #NationalStrategy, #EconomicSuccess, #GlobalTrade, #TechnologicalAdvancement, #Industries4 min
- What Govts Need to Get Right in the Chip WarFull Episode - https://youtu.be/iYC5nKJpGvYIn 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 Implementation00:31 Government Limitations in Business Model Design01:02 Balancing Control and Flexibility01:17 Key Elements of Successful Implementation01:56 Short-term vs Long-term Impact03:11 Case Study: Taiwan's Success04:15 Conclusion: Key Takeaways5 min
- India's Strategy in Chip War: Chris Miller Weighs InAnirudh 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 Semiconductors00:42 India's Dual Focus: Semiconductor and Electronics Assembly00:58 Government Incentives and Multinational Investments02:33 The Potential of Chip Design in India03:40 Challenges and Opportunities in Chip Design04:58 Global Support and Geopolitical Factors07:17 R&D Priorities: Design vs. Manufacturing08:15 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,#TheGreatTechGamePodcastBook 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 #fabskin #fablessdesign #ChipsAct #exportcontrols #rareearth #nvidia #asml #samsung #tsmc #mediatek #geopolitics #technology #AnirudhSuri #ChrisMiller #TheGreatTechGame #TheGreatTechGamePodcast11 min
- US vs China in the Chip War: Who Will Win?Full Episode - https://youtu.be/iYC5nKJpGvYIn 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 Strategies00:16 The U.S. Semiconductor Strategy01:56 Impact of Export Controls on China03:53 China's Response to U.S. Policies05:24 Evaluating China's Self-Sufficiency Efforts06:10 Conclusion: The Future of the Chip War3 min
- Ep. 7 - National Strategies to Win The Chip War and Geopolitics of Semiconductors, ft. Chris Miller
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
43 min - Great Games in History, (and How They Map to Hamish's Forces of Change)Full Episode Link: https://youtu.be/geyf2tIkRIwRenowned 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 #UnitedStates4 min
- Ep 6: Looking Back to Look Ahead: The World in 2050, Feat. Hamish McRae
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
1 hr 32 min - What the Russia-Ukraine War Teaches Us About Today's Economic and Military Order ft. Daniel Immer WahrFull Episode Link: https://youtu.be/7CL_8jnKBRk?si=S3dgqoeCM6-8ef-pAnirudh and Daniel engage in a deep dive into the evolving nature of warfare and geopolitical dynamics, with a focus on the unexpected conventional military strategies used by Russia in Ukraine, contrasting with the widely anticipated cyber warfare. They explore the broader global shift away from the optimistic globalization of the 90s towards a re-territorialization of politics, highlighted by Russia's strategic moves to achieve self-sufficiency and leverage over global food supplies. The discussion also covers the critical importance of territorial resources like rare earth materials for technological advancement and the enduring significance of geopolitics in shaping the modern world. Through their analysis, Anirudh and Daniel illuminate the complex interplay between military tactics, economic politics, and the strategic value of resources, underscoring a pivotal moment in international relations that recalls the economic politics of the 1930s and emphasizes the unavoidable link between geopolitics and economics in today's decisions.00:00 Cyber Warfare vs. Traditional Military Tactics: A New Era of Conflict00:49 The Geopolitical Shift: From Global Unity to Territorial Politics02:33 Economic Politics and the Return to Geopolitical Strategies03:23 The Tech Wars and the Importance of Territory in Modern ConflictBook Links:AnirudhSuri:The Great Tech Game by Anirudh Suri : https://amzn.eu/d/1Su38MyHow to Hide an Empire: https://amzn.eu/d/hssq9QFAbout Daniel Immerwahr:Daniel Immerwahr (Ph.D., Berkeley, 2011) is Bergen Evans Professor in the Humanities. His first book, Thinking Small (Harvard, 2015), offers a critical account of grassroots development campaigns launched by the United States at home and abroad. It won the Merle Curti Award in Intellectual History from the Organization of American Historians and the Society for U.S. Intellectual History's annual book award. His second book, How to Hide an Empire (Farrar, Straus and Giroux, 2019), is a narrative history of the United States that brings its overseas territory into the story. It was a national bestseller, a New York Times critic's choice for one of the best books of 2019, and the winner of the Robert H. Ferrell Prize from the Society for Historians of American Foreign Relations. Immerwahr's writings have appeared in the New York Times, The Guardian, The Atlantic, The New Yorker, the Washington Post, Harper's, The New Republic, The Nation, and the New York Review of Books, among other places.More information and many of Immerwahr's writings are available at his website (https://history.northwestern.edu/people/faculty/core-faculty/daniel-immerwahr.html)#Russia, #Ukraine, #CyberProwess, #MilitaryTactics, #Geopolitical, #WorldHistory, #Territorialization, #LiberalWorldOrder, #EconomicPolitics, #Geopolitics, #TechWars, #RareEarthMaterials, #TerritoryGeography, #ArtificialIntelligence, #MarketPurchasing, #GlobalConflicts, #ModernWarfare, #EconomicManeuvers, #WarfareTactics, #GeopoliticalShifts6 min
- What did the US Empire Learn from Earlier Empires? Ft. Daniel Immer WahrFull Episode Link: https://youtu.be/7CL_8jnKBRk?si=S3dgqoeCM6-8ef-pAnirudh and Daniel talks about how the United States evolved into an empire, learning from past empires like the British and Roman. Initially a settler colonial empire displacing indigenous peoples, the US expanded its imperial reach by the late 19th century, acquiring territories such as the Philippines, Puerto Rico, Hawaii, and Guam. They explores how the US, despite its anti-imperialist founding principles, sought to emulate British colonial practices, as exemplified by Rudyard Kipling's 'The White Man's Burden,' which offered imperialist guidance to the US. Anirudh and Daniel discuss the US's complex relationship with imperialism, highlighting its transition from a former colony to an empire aspiring to global dominance.00:00 The Emergence of the US as an Empire: Learning from History00:41 The Evolution of American Empire: From Settler Colonialism to Overseas Expansion01:22 Imperial Lessons from the British: The United States' 20th Century TransformationBook Links:AnirudhSuri:The Great Tech Game by Anirudh Suri : https://amzn.eu/d/1Su38MyHow to Hide an Empire: https://amzn.eu/d/hssq9QFAbout Daniel Immerwahr:Daniel Immerwahr (Ph.D., Berkeley, 2011) is Bergen Evans Professor in the Humanities. His first book, Thinking Small (Harvard, 2015), offers a critical account of grassroots development campaigns launched by the United States at home and abroad. It won the Merle Curti Award in Intellectual History from the Organization of American Historians and the Society for U.S. Intellectual History's annual book award. His second book, How to Hide an Empire (Farrar, Straus and Giroux, 2019), is a narrative history of the United States that brings its overseas territory into the story. It was a national bestseller, a New York Times critic's choice for one of the best books of 2019, and the winner of the Robert H. Ferrell Prize from the Society for Historians of American Foreign Relations. Immerwahr's writings have appeared in the New York Times, The Guardian, The Atlantic, The New Yorker, the Washington Post, Harper's, The New Republic, The Nation, and the New York Review of Books, among other places.More information and many of Immerwahr's writings are available at his website (https://history.northwestern.edu/people/faculty/core-faculty/daniel-immerwahr.html)#USHistory, #EmpiresPast, #ImperialLessons, #HistoricalInfluences, #EmpireLegacy, #RomanEmpire, #BritishEmpire, #USImperialIdentity, #ColonialHistory, #WhiteMansBurden, #ImperialAdvice, #EmpireBuilding, #PoliticalEvolution, #EmpiricalKnowledge, #LessonsLearned, #ImperialismToday, #ColonialLegacy, #EmpireStudies, #GlobalInfluence, #HistoryDiscussion3 min
- The Tug of War: Big Tech Firms vs States Ft. Daniel Immer WahrFull Episode Link: https://youtu.be/7CL_8jnKBRk?si=S3dgqoeCM6-8ef-pIn this engaging conversation, Anirudh and Daniel explore the historical and contemporary tug of war between governments and big tech firms across the globe. They draw parallels with the past, such as the rivalry between the crown and the East India Company, to question if big tech could surpass government power. The discussion spans examples from various countries including the U.S., China, and Russia, highlighting the shift in power dynamics. They debate the potential for tech firms to take over traditional state functions like security and the implications for democracy and citizen rights. Reflecting on historical outcomes, Anirudh posits that governments tend to triumph eventually, but Daniel expresses skepticism, noting the weakening state authority and the rising influence of corporate power in areas like space exploration and security. They conclude by pondering the future of democracy and state functions in the face of expanding corporate influence.00:00 Opening Thoughts: The Tug of War Between States and Corporations00:03 Historical Context and the Inevitable Victory of the State02:47 Skepticism and the Changing Dynamics of State vs. Corporate Power04:46 The Expanding Role of Corporations in Traditional State Functions06:40 The Democratic Dilemma: Accountability and Sovereignty in the Age of Big Tech07:43 The Future of State Sovereignty and Democratic GovernanceBook Links:AnirudhSuri:The Great Tech Game by Anirudh Suri : https://amzn.eu/d/1Su38MyHow to Hide an Empire: https://amzn.eu/d/hssq9QFAbout Daniel Immerwahr:Daniel Immerwahr (Ph.D., Berkeley, 2011) is Bergen Evans Professor in the Humanities. His first book, Thinking Small (Harvard, 2015), offers a critical account of grassroots development campaigns launched by the United States at home and abroad. It won the Merle Curti Award in Intellectual History from the Organization of American Historians and the Society for U.S. Intellectual History's annual book award. His second book, How to Hide an Empire (Farrar, Straus and Giroux, 2019), is a narrative history of the United States that brings its overseas territory into the story. It was a national bestseller, a New York Times critic's choice for one of the best books of 2019, and the winner of the Robert H. Ferrell Prize from the Society for Historians of American Foreign Relations. Immerwahr's writings have appeared in the New York Times, The Guardian, The Atlantic, The New Yorker, the Washington Post, Harper's, The New Republic, The Nation, and the New York Review of Books, among other places.More information and many of Immerwahr's writings are available at his website (https://history.northwestern.edu/people/faculty/core-faculty/daniel-immerwahr.html)#TugOfWar #BigTech #GovernmentControl #CorporateInfluence #TechVsGovernment #StatePower #HistoricalDebate #GlobalDynamics #PowerStruggles #DigitalGovernance #BalanceOfPower #TechGiants #CorporateVsState #DigitalAge #TechRevolution #PoliticalEconomy #Globalization #CyberSecurity #StateLegitimacy #DemocracyDebate10 min
About The Great Tech Game Podcast: Geopolitics, Technology, Business and Global Affairs, with Anirudh Suri
From the publisher's feed
Interested in geopolitics, technology, business, entrepreneurship and global affairs?
The Great Tech Game Podcast is the perfect podcast for you. Host Anirudh Suri, a tech venture capitalist, policy advisor, and bestselling author of The Great Tech Game, brings you smart, insightful conversations at the intersection of tech and geopolitics.
Listen to the carefully curated line up of the world's best thinkers on these themes. They will help you see the big picture, and in the process, understand how to get ahead in a world thats constantly being upended by technology and geopolitics.