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The China Hawks Are Lying Us into War
Central to the China Hawks argument that, as Newt Gingrich puts it, China is “the greatest threat to a free America that we have faced in our lifetime,” is the claim that China owes its economic progress and technology prowess not to an upsurge of freedom but to massive theft, especially of high-tech intellectual property. […]
Technology Investing Spurs Vertigo-inducing Response
Whoops! How can I write you a Gilder’s Guideposts, possibly steering your investments in a time of turmoil, when I am suffering from the sudden onset of Non-Benign Paroxysmal Positional Vertigo? They say it’s benign (BNNV), but that’s only if you do not have to make your way through the DFW (the Dallas Fort-Worth Airport), or […]
Israel’s Effective Innovation Drives Defense Dome
When Israel’s Iron Dome, David’s Sling, and Arrow Three strategic defense systems intercepted hundreds of drones, and some 350 rockets and ballistic missiles from Iran and its allies on April 13, I thought of Ronald Reagan and Peter Drucker. In the mid 1980s, I was invited to the White House by Colin Powell, then Reagan’s […]
False Singularity of AI
From stones to bronze to iron and aluminum, we trace our human saga through signature substances. Now engulfing the world is what is widely deemed a climax to the story: a 20th century “age of silicon.” While claiming that we have infused our systems with a nimbus of mind, we warn the world of an […]
What Is an Electron?
What is an electron? As an investor in all things electronic, I want to know. “A carrier of negative electric charge,” say the dictionaries, hiding the enigma behind its own adjective. Then what is a positive electric charge? In electronics, it’s the absence of an electron, termed a “hole.” Round and round the atom we […]
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Imagine 100% Renewable Energy
Imagine 100% Renewable Energy The IEEE Spectrum may be the nation’s, and thus the world’s, most authoritative technology publication. So, when it solemnly hails the possibility of “100% Renewable Energy,” even us “climate deniers” wince and waffle. Incandescent on the article’s opening page in its May issue is an indigo ocean of solar panels on […]
China Spurs a New Golden Age of Economics
China Spurs a New Golden Age of Economics Reading Weiying Zhang’s “Re-Understanding Entrepreneurship,” published in English just this year, it occurs to us we may be living in a new golden age of economic thought. More remarkable still, we may owe this goldenness mostly to the last 50 years of Chinese history. China’s […]
Where Does the Arrogance Start?
What strange source stokes the egos of these people? A few months ago, Applied Materials (AMAT), long a leader in making chip manufacturing equipment, though recently seeming to have lost a step, announced it would build a new, $4 billion research and development facility in Silicon Valley. The plan was prompted in large part […]
Spy Vs. Spy
Foreign direct investment into China is at a 30-year low. Dozens of Western firms left during Chairman Xi’s nightmarish Covid crackdown. Now Western execs say a big reason they are not returning is China’s new espionage law. The law could be interpreted as treating ordinary due diligence for a prospective investment as spying, with the […]
The World Needs the U.S. and China as Partners in Creativity
U.S. technology protectionism and trade restrictions are forcing China to create its own largely independent chip industry, while being pushed to innovate in graphene, wafer fab, and wafer scale electronics. These measures are sundering a global “innovation ecosystem” that promised to usher in an astonishing era of global prosperity and human well-being with China and […]