In times past, wealth and power were often measured in land, given its accompanying population and natural resources. With the industrial revolution, access to cheap and plentiful energy such as coal and oil accelerated these natural advantages, and often determined victory or defeat in the high-intensity conflicts of the 20th century. But in the modern era, information and artificial intelligence are proving determining factors in conflicts in business and in war, from the success of search giants like Google to the decisive blow dealt to Iraq in the first Gulf War through smart munitions. Underpinning it all is the silicon substrate of semiconductor chips, delivering the necessary brainpower to compute all the algorithmic decision making that is written into our society and software. Tonight, we are joined by Arthur, having worked in semiconductor finance, to discuss the importance of this ever growing sector, and review the global race between East and West over the control of the increasingly complex supply chain spread across design and manufacturing in nearly every continent.
-- Brought to you by --
Very special guest Arthur Morgan
https://x.com/ArthurMorg1965
with Adam Smith
New: Hard Copies of Exit Strategy now Available! http://www.lulu.com/shop/adam-smith/exit-strategy/paperback/product-24191334.html
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-- References --
- Only the Paranoid Survive, Grove (1996)
- Pirates of Silicon Valley, Burke (1999)
- Semiconductor and beyond - Global semiconductor industry outlook 2026, PwC (2026) - https://www.pwc.com/gx/en/industries/technology/semiconductor-and-beyond.html
- David Sacks Says AI Could Drive 75% Of US GDP Growth As Morgan Stanley Sees Big Tech AI Capex Surging Past $800 Billion In 2026 - https://finance.yahoo.com/economy/articles/david-sacks-says-ai-could-220110765.html
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