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Azeem Azhar

đŸ‘€ Speaker
5487 total appearances

Appearances Over Time

Podcast Appearances

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

every attempt at control creates an unintended resilience, a greater capability to be independent.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

I think of the quote, it's a misquote of Fontaine, but it's in Kung Fu Panda, and Master Oogway says to Master Shifu,

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

one often meets one's fate on the path one takes to avoid it.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

And if the path you want to take is to have more control in this case, what you may end up doing is making the other side much, much more resilient.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

And we've known from China's various...

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

five-year plans that they wanted greater independence in semiconductors.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

They wanted greater independence in a range of other products.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

They do lean more heavily on open source for their software infrastructure than we do in the West.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

If there is any coherence to this big mess that you described, does it actually just lead to a control illusion rather than a real sense of control?

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

And I feel, I mean, one of the reasons I wanted to talk to you today was that it starts with those October the 9th rare earth rules.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

You know, what breaks first?

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

in that environment?

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

Let me just dig into this question, which is, we have got these leaders.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

And, you know, when you talk about self-reliance and you bring up these examples from the 1920s, we can also think about Juche, right?

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

The North Korean theory of self-reliance.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

But what really are the politics of the leaders?

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

Because it does feel that...

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

China and Chinese communism looks very different today to how it looked in the era of the bicycle or just at the moment that Nixon started that rapprochement.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

I mean, there is something changed.

Azeem Azhar's Exponential View
Inside the US–China decoupling: What’s really at stake (AI, rare earths, Taiwan, trade)

So what are their politics and their influences around this particular question?