GeoTech Wars

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.