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NSTC Part 2 — Fortune Favors the Bold!
Investment, IP, geography, and juicy takes on bureaucratic organization
Apr 26
•
Jordan Schneider
1
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NSTC Part 2 — Fortune Favors the Bold!
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REPORT: How to Make the NSTC a Moonshot Success
Fortune favors the bold! The NSTC needs to take a high-risk, high-reward approach
Apr 24
•
Jordan Schneider
5
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REPORT: How to Make the NSTC a Moonshot Success
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Japan's Economic Security Renaissance
Chips, coercion, and lessons from the 1930s
Apr 10
•
Jordan Schneider
and
Lily Ottinger
16
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Japan's Economic Security Renaissance
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Taiwan vs. US Chip Subsidies: Bolstering the Sacred Mountain
What America can learn from how Taiwan subsidizes its chip industry
Mar 7
•
Nicholas Welch
13
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Taiwan vs. US Chip Subsidies: Bolstering the Sacred Mountain
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India’s Chip War
India can sure design, but will it ever manufacture semiconductors?
Feb 27
•
Jordan Schneider
and
Lily Ottinger
10
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India’s Chip War
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Does NVIDIA Have a Future in China? Can Huawei Take Jensen On?
The coming AI chip showdown. “The United States keeps patching up its clothes. Why should we continue to follow their standards for the new clothes…
Feb 15
•
Irene Zhang
11
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Does NVIDIA Have a Future in China? Can Huawei Take Jensen On?
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Can BIS Control the Cloud?
Commerce just dropped new proposed rules on cloud service providers, because regulating just chip exports wasn't enough.
Jan 31
•
Nicholas Welch
21
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Can BIS Control the Cloud?
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Chipmaking Amid War in Israel
What happens when innovation comes under fire
Dec 4, 2023
•
Nicholas Welch
19
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Chipmaking Amid War in Israel
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Litho World & Commerce: Lost in Translation?
Tech policy masterclass + LA Meetup + AI EO Pod
Nov 1, 2023
•
Nicholas Welch
34
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Litho World & Commerce: Lost in Translation?
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Purge Baby Purge, Jordan Wrong on China AI, Osnos Wrong on ‘China Malaise,’ Brain-Inspired AI Algos Won’t Work
+ My Favorite Rabbis on October 7
Oct 27, 2023
•
Jordan Schneider
17
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Purge Baby Purge, Jordan Wrong on China AI, Osnos Wrong on ‘China Malaise,’ Brain-Inspired AI Algos Won’t Work
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New Export Controls! SemiAnalysis, Fabricated Knowledge, and Asianometry with Only the Hottest Takes
“The solution is China domestic chips — that’s the only viable path they have.”
Oct 20, 2023
•
Diego
16
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New Export Controls! SemiAnalysis, Fabricated Knowledge, and Asianometry with Only the Hottest Takes
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CHIPS China Guardrails: Labor Hawks VS Industry Doves
How the CHIPS Office is threading the needle on national security
Oct 12, 2023
•
Jordan Schneider
14
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CHIPS China Guardrails: Labor Hawks VS Industry Doves
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