Countries
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AI Diffusion Regulations, Closing Loopholes, The Objections
The Biden administration has a raft of new regulations aimed at limiting AI exports; the motivation makes sense, but the precedent and second-order effects are worrisome.
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Rapidus, The End of Economic Rationality, AI Disruption
Rapidus, Japan’s new foundry on the leading edge, doesn’t make economic sense; it is one of many examples in that regard, as the world enters a new age of uncertainty and AI.
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An Interview with Gregory Allen About the State of China Chip Export Controls
An interview with Gregory Allen about the Biden administrations latest wave of China chip export controls, including what went wrong previously, and why the U.S. needs to accept it already declared silicon war.
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A Chance to Build
Silicon Valley has always been deeply integrated with Asia; Trump’s attempt to change trade could hurt Silicon Valley more than expected, and also present opportunities to build something new.
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An Interview with Dylan Patel and Doug O’Laughlin About the Current State of Semiconductors and SemiAnalysis
An interview with Dylan Patel and Doug O’Laughlin about the current state of the AI supply chain, and big plans for SemiAnalysis.
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President Trump, Take Two; Big Tech, Little Tech, Chips, and Hardware; Elon Musk’s Triumph
President Trump is once again president-elect; the best way to figure out the effect his administration will have on tech is to look at the policies of his first administration. Then, Elon goes all in and wins, and changes how we should think about the Twitter acquisition.
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U.S. Communications Hacked, The History of CALEA, Encryption and Backdoors
U.S. Communications were hacked by China via a purposeful vulnerability put in place by Congress and the FCC.
