Super interesting article Yaw! Would be curious to see how you think IP creation and theft considering it seems like it will mainly be driven by the US and China - with some Asian countries like India or Taiwan playing key roles and Europe increasingly appearing irrelevant
Every country you named is a relevant player. Europe is relevant too. Biden tried to stop Dutch ASML from selling lithography equipment to China. The British firm ARM makes the best architecture for microprocessors and licenses those designs to firms like Qualcomn, Apple, and Samsung.
Super interesting article Yaw! Would be curious to see how you think IP creation and theft considering it seems like it will mainly be driven by the US and China - with some Asian countries like India or Taiwan playing key roles and Europe increasingly appearing irrelevant
Also thanks for saying the article is interesting! Vietnam and other Southeast Asia will be relevant as well.
Every country you named is a relevant player. Europe is relevant too. Biden tried to stop Dutch ASML from selling lithography equipment to China. The British firm ARM makes the best architecture for microprocessors and licenses those designs to firms like Qualcomn, Apple, and Samsung.
Thats true, I guess I've been thinking too much about LLMs!
Great article, Yaw!
Thank you!