article thumbnail

Technology, Innovation, and Great Power Competition – Class 4- Semiconductors

Steve Blank

Moore’s Law & the Global Semiconductor Industry. Yan Nee Lee, “ 2 Charts Show how Much the World Depends on Taiwan for Semiconductors ” CNBC , Mar. Andrew Inkpen, “ The Global Semiconductor Industry ” Thunderbird School of Management , 2021. Do you think China can credibly catch TSMC (without an invasion of Taiwan)?

article thumbnail

Technology, Innovation, and Modern War – Class 17 – Organizational Design – Safi Bahcall

Steve Blank

communication networks, then identify how China might exploit these weaknesses differently during the political coercion of Taiwan in the near-term vs open conflict in the long-term. Background: China advocates for peaceful reunification with Taiwan but has yet to officially renounce the use of military force as a means to resolve the issue.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Technology, Innovation, and Great Power Competition – Class 7 – Space

Steve Blank

led liberal international order and replace it with its own neo-totalitarian model where China emerges as the dominant regional and global power. dependence on TSMC in Taiwan, for its most advanced logic chips. and global economy, communications, transportation and other essential functions of everyday life.

article thumbnail

2023 Global Venture Reports were Gloomy, but there are reasons to be optimistic

VC Cafe

Global venture funding fell 42% year over years to $248.8 For example, Tiger Global, a crossover fund which was one of the most active venture investors in 2021 went from 194 deals in 2021 to a mere 20 in 2023 and has been trying to actively sell its positions in the secondary market at steep discounts to get liquidity.

article thumbnail

Weekly #FIRGUN Newsletter – October 25 2024

VC Cafe

TMSC started making chips in Arizona, with yields higher than Taiwan. Global funding also dropped. General Catalyst raised a new $8 billion venture fund, the largest amount by a US VC firm in more than two years. Google released SynthID Text , which lets developers watermark and detect text generated by AI models. Funding for U.S.

Israel 78
article thumbnail

Technology, Innovation, and Great Power Competition  – 2022 Wrap Up

Steve Blank

Original Problem Statement: How might we implement a ubiquitous secure global access to the internet in order to help circumvent censorship in authoritarian regimes? Final Problem Statement: How can we create an open, free Internet and maintain effective lines of communication in Taiwan in preparation for a potential invasion?

article thumbnail

Reorganizing the DoD to Deter China and Win in the Ukraine – A Road Map for Congress

Steve Blank

is supporting a proxy war with Russia while simultaneously attempting to deter a China cross-strait invasion of Taiwan. This has allowed the Peoples Liberation Army (PLA) to integrate private capital and commercial technology and use them as a force multiplier to dominate the South China Sea and prepare for a cross-strait invasion of Taiwan.

Ukraine 315