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Interesting thoughts on $TSMC and its diversification.

'I don’t think it’s farfetched to believe the US and Chinese governments may agree to break up and share TSMC. They may even arrive at a broader deal on AI and compute resources.'

#Taiwan #TSMC #geopolitics #AI #ColdWar2

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This week's newsletter is about China, compute, and global power dynamics in the Exponential Age

read to the end for some special news about The Exponentialist, the premium research service I write with Raoul Pal

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.Raoul Pal and I are convinced something *huge* is happening...

something everyone needs to understand

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According to new data from the UN World Population Prospects, in 2023 India took the lead from China as the largest country in the world.

Medium-term, though, both nations are set for population decline

in the 21st-century, global population growth will come almost exclusively…

Thrilled that the brilliant Imran Lakha is joining the Exponentialist team

The most active market in the world is the single stock option market on tech names in the US

now Imran will guide Exponentialist subscribers through it all, including actionable trade alerts

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Just talked AI, crypto, energy, and markets with fellow Exponentialists Raoul Pal and Imran Lakha | Options Insight 🚀

check it out:

Hearing lots of stories on how enterprise customers are struggling to use ChatGPT

they'll figure it out eventually

The danger for them, though? There's a good chance that by the time big corps figure out how to put AI to work — three, four, five years from now? — a new wave of…

Wow, quite a moment 🚀

AI can act as a jetpack for the mind

it’s not about giving us all the answers. It’s about empowering us to reach better answers, faster

more coming soon in the Exponentialist

Every day this week Raoul Pal and I are sharing five postcards from the Exponential Age

Today? NASA wants the Moon to have its own time zone. It signals the coming of a new space economy.

AI, space tech, nuclear, robotics we dive deep on all this and more in the Exponentialist

🗳️ Microsoft warns: get ready for AI-fuelled election chaos

A new report from Microsoft says China is using state-backed cyber groups to target 2024’s high-profile elections, including those in India, South Korea, and the U.S.

Published by Microsoft Threat Intelligence, the…

🤖 Ready to be friends with Apple’s new AI companion?

Ahead of Apple’s WWDC event in June, a new research paper offers an early glimpse of what the company is cooking in its AI lab.

The paper introduces ReALM (Reference Resolution As Language Modeling): a multi-modal AI model…