Earlier this year, Leopold Ashenbrenner’s podcast with Dwarkesh on the race for Superintelligence sent me into a bit of a pessimistic spiral… For anyone else concerned about the risks of AGI, I’ve found the “The New Map” and “Chip War” to be immensely helpful for understanding what will constrain AI.

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“Chip War: The Fight for the World’s Most Critical Technology” — a history of the development of semiconductors, the emergence of global supply chains from America’s post-Cold War policies, and the choke points that now define tech power struggles.