AI Promises and Chip Precariousness, Policy Recommendations and a Changing World, Concerns and Counterpoints

A discussion of Ben's Stratechery article AI Promises and Chip Precariousness, including basic geography and evolving geopolitical considerations informing today's Taiwan tensions, the recent history of US policy surrounding chips, considerations for US policies going forward, and various concerns with lifting the chip ban and implementing stricter controls on chipmaking equipment.

To email the show: email@sharptech.fm

@SharpTechPodcast Channel — YouTube (youtube.com/@SharpTechPodcast)

@Stratechery Channel — YouTube (youtube.com/@Stratechery)

AI Promise and Chip Precariousness — Stratechery (stratechery.com/2025/ai-promise-and-chip-preca…)

Trump Team Seeking to Toughen Biden’s Chip Controls Over China — Bloomberg (bloomberg.com/news/articles/2025-02-25/trump-a…)

Fab Whack-A-Mole: Chinese Companies are Evading U.S. Sanctions — SemiAnalysis (semianalysis.com/2024/10/28/fab-whack-a-mole-c…)

Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus (stratechery.passport.online/member/plan/4ycW4S…) for $15/month or $150/year.