Robert Wright

speaker
595 appearances 1 recordings 1 series first heard Nov 2024 last heard Nov 2024

Robert Wright’s voice in public audio — every appearance, attributed to the second.

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Um
And I want to ask you whether in AI circles this is commonly discussed, because it's one of the most straightforward downsides of the Biden chip war, which, you know, if people don't know by now, uh consists of uh not just prohibiting the manufacture uh the the import of uh mi from American companies or certain kinds of things to China, but using American leverage to uh you know to get other Western
Makers of both chips and equipment to not send, you know, to to deprive China both of the of the high performance chips that they were getting not long ago and of uh the equipment needed to uh make them.
So here's this scenario where I think this is obviously a dangerous policy.
And I think you've I've seen you allude to a version of it, but I want to be clear about the version I'm talking about.
So uh
As of a few years ago, both China and the and the West were getting high performance AI level chips out of the factories in Taiwan that are run by uh
T SMC.
And
Uh
That, when you think about it, was a disincentive for China to invade.
Whatever other incentives they may have.
You know, it's pretty clear that if they invade Taiwan, those factories are going to be incapacitated in one way or another.
Probably if the US loses the war, uh, they're gonna bomb them on the way out.
But if not, uh, because of their ongoing reliance on like the Dutch company that makes the most high performance manufacturing equipment, you can in effect pull the plug remotely by quit ceasing to provide support.
Uh so you know, either the US like uh
wins the war.
Um and China wants to anyway, the point is uh uh it was kind of a mutually assured destruction thing.
War in Taiwan means one way or another
Uh one side is going to just as soon see the factories incapacitated.
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