The last year has seen a ton written about the semiconductor industry: chip shortages, the CHIPS Act, our dependence on Taiwan and TSMC, China, etc. But despite all this talk about chips and semiconductors, few understand how the industry is structured. I’ve found the best way to understand...

This article first appeared in West Point’s Modern War Institute. We just had our first week of our new national security class at Stanford – Technology, Innovation and Great Power Competition. Joe Felter, Raj Shah and I designed the class to cover how technology will shape all the...

For 25 years as the sole Superpower, the U.S. neglected strategic threats from China and a rearmed Russia. The country, our elected officials, and our military committed to a decades-long battle to ensure that terrorists like those that executed the 9/11 attacks are not able to attack us on that...