The world is at a pivotal moment. Geopolitical clashes have spawned an intense race for technology leadership. Industries are being reshaped. Globalization is being reimagined. GeoTech Wars is a podcast hosted by CSIS’s H. Andrew Schwartz and Kirti Gupta to discern, unite, and act on the Tech Wars our geopolitical axis, our economy, and our security are spinning on.
Geopolitics, Mergers, and Acquisitions with David Emanuelson, Partner at Arnold & Porter
In this episode of GeoTech Wars, Kirti is joined by David Emanuelson, a partner at Arnold & Porter and an expert on international mergers and acquisitions (M&A). The conversation examines the role of M&A in industries such as semiconductors, and how geopolitics is now influencing this process.
16 Apr 2024TRANSCRIPT
The Global Talent Competition with Remco Zwetsloot, CSIS Adjunct Fellow
In this episode of GeoTech Wars, Kirt is joined by Remco Zwetsloot, an Adjunct Fellow with CSIS' International Security program and co-founder and director of the Horizon Institute for Public Service. The conversation highlights the importance of skilled workers in innovation and international competition, and how the United States and China are developing and competing for these workers.
2 Apr 2024TRANSCRIPT
Inside Beijing with China Scholar Orville Schell
In this episode of GeoTech Wars, Kirt is joined by Orville Schell, Director of the Center on U.S.-China Relations at Asia Society. The conversation examines Xi Jinping's worldview and why China has shifted course after decades of economic growth driven by globalization.
19 Mar 2024TRANSCRIPT
Navigating Geopolitical Risk with Guillermo Christensen, Partner at K&L Gates
In this episode of GeoTech Wars, Kirti is joined by Guillermo Christensen, Partner at K&L gates and former CIA Intelligence Officer and Diplomat. Their conversation highlights the evolving geopolitical landscape companies need to assess and navigate, such as investment screenings, export controls, and cyber attacks.
5 Mar 2024TRANSCRIPT
Tariffs and Competition with Brian Pomper, Former Chief International Trade Counsel for the Senate Finance Committee
In this episode of GeoTech Wars, Kirti is joined by Brian Pomper, former Chief International Trade Counsel for the Senate Finance Committee. Their conversation examines the United States' past and present uses of tariffs, and how they impact the nation's international competitiveness.
13 Feb 2024TRANSCRIPT
GeoTech Flashpoints with Reva Goujon, Director at Rhodium Group
In this episode of GeoTech Wars, Kirti is joined by Reva Goujon, a Director at Rhodium Group, to examine the impact of ongoing geopolitical flashpoints on the U.S.-China tech competition. The conversation covers the competition over chips, the China-Taiwan relationship, and the geo-tech implications of the Israel-Hamas War.
30 Jan 2024TRANSCRIPT
Innovation Ecosystems with Dr. Sujai Shivakumar, Director of CSIS Renewing American Innovation Project
In this episode of GeoTech Wars, Kirti is joined by Dr. Sujai Shivakumar, director of the Renewing American Innovation Project at CSIS. Their conversation explores how a robust manufacturing sector is essential for spurring innovation and how the United States can reshore manufacturing.
16 Jan 2024TRANSCRIPT
The New Era of Corporate Risk Management with Don Rosenberg, Former General Counsel at Qualcomm
Kirti is joined by Don Rosenberg, former General Counsel at Qualcomm, IBM, and Apple, to discuss how companies can manage the growing and evolving geopolitical risks in today's global economy.
12 Dec 2023
De-Risking Green Tech with Dr. Ilaria Mazzocco, CSIS Senior Fellow
In this episode of GeoTech Wars, Kirti and Andrew discuss the state of the green energy technology industry with Dr. Ilaria Mazzocco, senior fellow with the Trustee Chair in Chinese Business and Economics at CSIS. The conversation highlights how China achieved leadership in green energy technologies and the tradeoffs in “de-risking” from China in this industry.
28 Nov 2023
Achieving Technology Leadership with CHIPS Office Chief Economist Dan Kim
In this episode of GeoTech Wars, Kirti and Andrew discuss the state of the U.S. semiconductor industry and the CHIPS Act with Dan Kim, Chief Economist and Director of Strategic Planning and Industry Analysis at the CHIPS Program Office in the Department of Commerce. The conversation examines how technology leadership is cultivated and what we can realistically expect from the CHIPS Act.
14 Nov 2023
Export Controls in Context with Emily Benson, CSIS Senior Fellow and Director of the Project on Trade and Technology
In this episode of GeoTech Wars, Kirti and Andrew are joined by Emily Benson, Director of the Project on Trade and Technology and Senior Fellow at CSIS, to discuss the recent U.S. export controls placed on China. The conversation examines potential loopholes in the controls, how affected businesses are reacting, and how U.S. allies are responding.
31 Oct 2023
De-Risking Venture Capital with Anzu Partners Co-founder David Michael
In this episode of GeoTech Wars, Kirti and Andrew are joined by David Michael, co-founder and managing partner of Anzu Partners, to discuss how the venture capital industry is responding to increasing geopolitical tensions. The discussion examines the changes in the venture capital industry as the U.S.-China relationship has evolved over the last two decades and the impact to global innovation.
17 Oct 2023
Managing Geopolitical Risk with Nirav Patel, CEO of The Asia Group
In this episode of GeoTech Wars, Kirti and Andrew are joined by Nirav Patel, CEO and co-founder of The Asia Group, to discuss how businesses are responding to increasing geopolitical tensions. The discussion explores the history of corporate geopolitical risk management, how corporations can adapt to heightened geopolitical tensions, and what businesses and policymakers should expect going forward.
3 Oct 2023
Semiconductors: The Most Complex Device in History with Syed Alam
In this episode of GeoTech Wars, Kirti and Andrew are joined by Syed Alam, Global High Tech Industry Lead at Accenture, to discuss the semiconductor supply chain. The conversation details the incredibly complex and globalized semiconductor development process, highlighting the different inputs and players at each step.
21 Sept 2023
Semiconductors and Geopolitics with Chip Wars Author Dr. Chris Miller
In this episode of GeoTech Wars, Kirti and Andrew are joined by Dr. Chris Miller, author of Chip War: The Fight for the World’s Most Critical Technology, to discuss the global competition for technological leadership in the semiconductor industry. The conversation examines how increasing geopolitical tensions are impacting the semiconductor industry and China’s prospects for catching up to industry leaders in Taiwan, South Korea, and the United States.
5 Sept 2023
The Future of U.S. Manufacturing with Mark Zandi, Chief Economist of Moody’s Analytics
In this episode of GeoTech Wars, Kirti and Andrew are joined by Mark Zandi, chief economist at Moody’s Analytics and host of the Inside Economics podcast, to discuss U.S. manufacturing within the reorienting international economic system. The conversation explores the strengths and limitations of the U.S. manufacturing ecosystem, and options for policymakers.
22 Aug 2023
Global Economic Fragmentation with Bloomberg Chief Economist Tom Orlik
In this episode of GeoTech Wars, Kirti and Andrew are joined by Tom Orlik, chief economist at Bloomberg Economics, to discuss the consequences of the ongoing fragmentation of the global economy. The conversation examines why the international economic system is realigning and how the United States can avoid the worst outcomes.
8 Aug 2023
Vacation from History Is Over with Matthew Turpin
In this episode of GeoTech Wars, Kirti and Andrew are joined by Matthew Turpin, a former advisor on China to the Secretary of Commerce and Chairman of the Joint Chiefs of Staff, to discuss how the international economic system is adapting to growing tensions between the United States and China. The conversation highlights the many nuances of the U.S. and China’s economic relationship and what they mean for businesses.
21 Jul 2023
The Industrial Commons with Dr. Edlyn Levine
In this episode of GeoTech Wars, Kirti and Andrew are joined by Dr. Edlyn Levine, co-founder and Chief Science Officer of America’s Frontier Fund, to discuss the importance of maintaining U.S. leadership in critical technologies for economic and national security. The conversation highlights the many policy domains that comprise industrial policy, and how, after years of neglect, the United States can reinvigorate its industrial sector.
Inside a recent episode
Geopolitics, Mergers, and Acquisitions with David Emanuelson, Partner at Arnold & Porter
Published 30 Apr 2024 · Transcript excerpt
[…] There's only three companies in the world that, you know, use these tools, the sort of the most leading edge tools by a sml. A sml is sort of, there's been a lot of discussion. They're restricted from selling their most advanced tool to China. And I'm no scientist, but it seems pretty clear that you need this tool to produce, you know, the latest and greatest semiconductor technology. And so they're really at the heart of the supply chain. Then you have manufacturers, right? So you have, you know, leading edge manufacturers, TSMC is certainly the biggest out there. And the subject of a lot of geopolitical discussion, I think, you know, if you read the chip wars, you'll hear a lot about TSMC and how important they are. […]
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