Nathan Lambert: commitment

Transcript context

…Yeah. Okay. You laid out why TSMC is really important. If we look out into the future 10, 20 years out, US-China relationship, it seems like it can go to a dark place of Cold War, escalated Cold War, even hot war, or to a good place of anything from frenemies, to cooperation, to working together. So in this game theory, complicated game, what are the different trajectories? What should US be doing? What do you see as the different possible trajectories of US-China relations as both leaders start to feel the AGI more and more and see the importance of chips and the importance of AI. I mean, ultimately the export controls are pointing towards a separate future economy. I think the US has made it clear to Chinese leaders that we intend to control this technology at whatever cost to global economic integration. And it’s hard to unwind that. The card has been played. To the same extent they’ve also limited US companies from entering China. So it’s been a long time coming. At some point there was a convergence, but over at least the last decade it’s been branching further and further out. US companies can’t enter China. Chinese companies can’t enter the US. The US is saying, “Hey, China, you can’t get access to our technologies in certain areas.” And China’s rebuttaling with the same thing around … they’ve done some sort of specific materials in gallium and things like that that they’ve tried to limit the US on. There’s a US drone company that’s not allowed to buy batteries and they have military customers. And this drone company just tells the military customers, “Hey, just get it from Amazon because I can’t actually physically get them.” There’s all these things that are happening that point to further and further divergence. I have zero idea, and I would love if we could all hold hands and sing Kumbaya, but I have zero idea how that could possibly happen.…

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