![]() ![]() Special thanks to Pat McCusker and Kristina Samulewski. The executive producer of New York Times Opinion Audio is Annie-Rose Strasser. “The Ezra Klein Show” is produced by Annie Galvin, Emefa Agawu, Jeff Geld, Rogé Karma and Kristin Lin. ![]() Prestige, Manipulation and Coercion by Joseph Torigian “The Problem With Everything-Bagel Liberalism” by Ezra Kleinīook Recommendations:The World For Sale by Javier Blas and Jack Farchy There is no better or more timely explanation of the semiconductor industry - and the geopolitics that have formed around them - than Miller’s new book, “Chip War: The Fight for the World’s Most Critical Technology.” So I asked him on the show to talk me through what semiconductors are, why they matter and how they are shaping everything from U.S.-China relations and the Russia-Ukraine war to the Biden policy agenda and the future of A.I. Chips have become to the geopolitics of the 21st century what oil was to the geopolitics of the 20th. China has invested tens of billions of dollars over the past decade to build a domestic semiconductor industry of its own. In August, President Biden signed into law the bipartisan CHIPS and Science Act, which includes a $52 billion investment to on-shore U.S. In October, the Biden administration banned exports of advanced chips - and the equipment needed to produce those chips - to China. That doesn’t just make the chip supply chain vulnerable to external shocks it also makes it easily weaponizable by the powers that control it. A single Dutch firm, ASML, produces all of the world’s EUV lithography machines, which are essential to produce leading-edge chips. One Taiwanese company, TSMC, produces 90 percent of the most advanced chips. ![]() Chips are the foundation of modern economic prosperity, military strength and geopolitical power.īut semiconductors are also part of one of the most concentrated supply chains of any technology today. They are essential to everything from developing advanced military equipment to training artificial intelligence systems. Semiconductors don’t just power our phones and computers they also enable our cars, planes and home appliances to function. “We rarely think about chips, yet they’ve created the modern world,” writes the historian Chris Miller. Special thanks to Sonia Herrero and Kristina Samulewski. Fact-checking by Michelle Harris and Kate Sinclair. This episode of “The Ezra Klein Show” is produced by Roge Karma, Kristin Lin and Jeff Geld. Thoughts? Guest suggestions? Email us at can find transcripts (posted midday) and more episodes of “The Ezra Klein Show” at /ezra-klein-podcast, and you can find Ezra on Twitter Book recommendations from all our guests are listed at. Trance Frendz by Ólafur Arnalds and Nils Frahm “Clouds” by Felix Rösch and Laura Masotto “Some of Us Are Brave” by Danielle Ponder “The Moral Economy of High-Tech Modernism” by Henry Farrell and Marion Fourcade “Resisting dehumanization in the age of A.I.” with Emily Bender God, Human, Animal, Machine by Meghan O’Gieblyn “Natural Selection Favors AIs over Humans” by Dan Hendrycks systems are unveiling about what it means to be human and more. less as a normal technology and more as a “hyper object,” what A.I. advances will lead to a post-work utopia, why I think of A.I. advances will lead to skyrocketing economic productivity, the possibility that A.I. companions can help address widespread loneliness, why I’m skeptical that A.I. systems than the incentives of the companies and countries developing A.I., the need for a “public vision” for A.I. development, why I’m less worried about rogue A.I. We also discuss my mixed feelings about the calls to “pause” A.I. So I asked the show’s senior editor, Roge Karma, to join me to talk through them. systems pose an existential threat to humanity? Will robots take our jobs? How could these machines potentially make our lives - and the lives of our children - better? The questions we received were overwhelmingly focused on artificial intelligence: Do A.I. Typically when we put out a call for audience questions, there’s no single topic that dominates. ![]()
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