Peter Thiel: US-China Relations at the Nixon Foundation (Vintage Code, 2021)
Peter Thiel Audio
Shownotes Transcript
China-US relations; technology competition; semiconductor industry; Bitcoin; military technology; intellectual property; surveillance; foreign policy.
Outline:
(00:00) Start
(00:28) Introduction
(00:54) The Chinese Communist Party vs The West
(02:33) How much technology has China created or stolen
(02:55) Google's Project Maven & China
(03:43) China's rapid military product design vs The Pentagon's slow procurement
(06:30) More Chinese students study in the US than vice versa
(07:53) How to avoid information infiltration as an "open-country"
(09:16) How to stay ahead in Quantum & AI
(12:00) Why did it take us so long to wake up on the threat of China? (Tiananmen)
(14:30) Do we currently have a model of what is going on in China?
(15:08) Xi Jinping has absolute power
(15:30) Semiconductor history
(16:18) What happens when Taiwan Semiconductors or Samsung are coerced by China?
(17:16) You can think of Taiwan as one company
(17:49) Stagnation in Semiconductors in Silicon Valley
(19:50) What is the alternative to Huawei, is 5G overrated?
(21:54) How low-income countries are forced into debt by China
(21:51) The space race with Russia & China
(25:00) Q&A Panel
(25:58) Sino–American IP and Venture Wars
(34:31) Does China have a technical advantage
(35:48) How to improve technology adoption at the Pentagon
(38:38) Bitcoin as a Chinese Financial Weapon Against the USD
(43:00) Total Surveillance
(46:00) US investing in R&D
(01:06:30) How Zero-to-One Competition Theory can apply to foreign policy
(01:09:01) How do you see Tik-Tok (Multilateralism)
(01:13:00) China Infiltrating organisations like WHO
(01:18:10) How can US compete with China
(01:19:20) Are you optimistic?
(01:21:50) Should the world descend on Beijing?
(01:03:33) Competitive advantage of the Pentagon
(01:24:38) How do we benchmark US progress in AI against China?
(01:29:32) Closing remarks
