Today my guest is Pranay Kotasthane (https://takshashila.org.in/people/pra...) who is the deputy director of the Takshashila Institution and chairs the High Tech Geopolitics Programme (https://takshashila.org.in/high-tech-...) .


Pranay co-writes Anticipating the Unintended, (https://publicpolicy.substack.com/) a newsletter on public policy ideas and frameworks, and co-hosts Puliyabaazi, (https://puliyabaazi.in/) a popular Hindi-Urdu podcast on politics, policy, and technology. He is the co-author of - Missing in Action: Why Should You Care About Public Policy, (https://www.amazon.in/Missing-Action-...) and the graphic nonfiction narrative We, the Citizens (https://takshashila.org.in/books/we-t...) . He has co-edited India’s Marathon: Reshaping the Post-Pandemic World Order. (https://takshashila.org.in/388116-2/)


Today we are discussing his most recent book, When the Chips Are Down (https://takshashila.org.in/books/when...) , coauthored with Abhiram Manchi. (https://twitter.com/manchigaru?lang=en) We spoke the evolution of the semiconductor industry, industrial targeting, Moore’s law, Rock’s law, Taiwan’s Comparative advantage, whether India can lead in semiconductor chips and more.


Recorded March 12th, 2024.


Read a full transcript (https://www.mercatus.org/ideasofindia...) enhanced with helpful links.


Timestamps


(00:00:00) - Intro


(00:08:35) - Moore's Law


(00:14:08) - Rock's Law


(00:21:41) - Geopolitics of the Semiconducter Industry


(00:27:46) - Metacritical Technologies


(00:38:49) - Geographical Concentration


(00:48:34) - Zelenograd


(00:59:44) - Unease of doing Business in India


(01:09:45) - Industrial Targeting in Taiwan   


(01:30:57) - Outro


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