
An epic account of the decades-long battle to control what has emerged as the world's most critical resource—microchip technology—with the United States and China increasingly in conflict. You may be surprised to learn that microchips are the new oil—the scarce resource on which the modern world depends. Today, military, economic, and geopolitical power are built on a foundation of computer chips. Virtually everything— from missiles to microwaves, smartphones to the stock market — runs on chips. Until recently, America designed and built the fastest chips and maintained its lead as the #1 superpower. Now, America's edge is slipping, undermined by competitors in Taiwan, Korea, Europe, and, above all, China. Today, as Chip War reveals, China, which spends more money each year importing chips than it spends importing oil, is pouring billions into a chip-building initiative to catch up to the US. At stake is America's military superiority and economic prosperity. Economic historian Chris Miller explains how the semiconductor came to play a critical role in modern life and how the U.S. become dominant in chip design and manufacturing and applied this technology to military systems. America's victory in the Cold War and its global military dominance stems from its ability to harness computing power more effectively than any other power. But here, too, China is catching up, with its chip-building ambitions and military modernization going hand in hand.
* The Fifth Discipline - read the beer game chapter and AI summaries for the rest, helps build intuition for chained systems
* Chip War - a quick read but AI summaries will suffice, helps build knowledge for semiconductor industry orientation
* The Goal - classic business book on just-in-time, useful to overturn standard human reactions. read if you're a quick reader, AI summary otherwise
The internet is of course full of lists about the "most anticipated" or "the hottest" books of the year/summer/etc. But these are not what I'm after.
My reading habits are a bit out of sync with the mainstream and rarely feature in lists of most popular books. (If it helps, some of my favorites include Apple in China, The Chip War, Spec Ops [by McRaven], and Chokepoints.)
I thought Goodreads would be the place to find stuff like that but was shockingly lacking.
How do you guys find (good) books to read?
Tech-specific (more like Careless People):
- Empire of AI: tells the story of how the massive AI labs started and became as big as they are with a focus on OpenAI, provides new insight into the coup that outed Altman a couple years ago
- Number Go Up: digs into the crypto culture and scams with novel insight into Tether
- Bad Blood: a classic about Theranos and Elizabeth Holmes and how far a technologically impossible startup can go
- Super Pumped: about Uber and the dirty tactics they employed to stay ahead, also touches on the toxic culture that was propagated there
- Money Men: about the criminal enterprise around Wirecard, hard to keep up with at times due to the focus on the FT investigation rather than the fraud but interesting anyway
Finance-focused:
- Barbarians at the Gate: a classic about the attempted takeover of RJR Nabisco (oreos and tobacco) by management and early PE firms, told from first hand accounts
- Too Big Too Fail: similar in form to Barbarians but instead focused on the 08 collapse and the attempts by the government to save all the irresponsible banks, told in too much of a sympathetic way for me but interesting to see how things happened behind the scenes
- All the Devils Are Here: on the other hand a very unsympathetic look into the 08 crisis, by the same authors as Smartest Guys in the Room
Other:
- The Smartest Guys in the Room: my favourite of them all, tells the story of Enron and their rise and incredible fall, basically a foundational text on how to do a financial crime (and not get away with it)
- Chip War: very relevant look into the production of computer chips, highlights the reliance on only a few companies and the incredible costs involved
- Empire of Pain: also a favourite, goes into the Sackler family and how they built Perdue Pharma and then proceeded to cause the devastating opioid epidemic
- The Power Broker: a classic about Robert Moses who basically built half of New York at the expense of marginalised residents, it's very long so I'd recommend reading/listening along with the 99% invisible breakdown
I've not read Character Limit so have added that to my "To Read" pile!
