KELOMPOK 1| EKONOMI INTERNASIONAL EP 23 A

Summary

The video discusses the evolving geopolitical tension between the United States and China, highlighting their competition for technological dominance in areas like AI and semiconductors. With China advancing in AI, particularly through innovations like DeepSik, the global market faces disruptions. The video shifts to Indonesia’s strategic position as a key player in the global supply chain, particularly with its crucial role in nickel production for electric vehicles. Indonesia is presented with both opportunities and challenges to strengthen its domestic tech ecosystem and compete in this digital age.

Takeaways

• 😀 Xiaomi showcases its factory where a car is assembled in just 76 seconds, fully automated with no human intervention.
• 😀 China is rapidly advancing in technology, creating products that mirror the efficiency of American brands but with Chinese-made components.
• 😀 The new global battleground is not trade but technology, with a fierce race for dominance in AI, semiconductors, and other advanced technologies.
• 😀 The competition between the US and China is now framed as a 'digital Cold War' where technological advancements will determine global power.
• 😀 If China succeeds in advancing its AI technology, like DeepSik, it could dominate global markets, potentially leaving the US behind.
• 😀 The rise of China’s AI capabilities has already caused a significant impact on global markets, including a sudden drop in tech stock values in the US.
• 😀 Disrupted supply chains and rising tech prices have resulted from the growing technological rivalry between the US and China.
• 😀 The world's dependence on both China and the US for technology is making the global economy more vulnerable.
• 😀 Indonesia has an opportunity to become a key player in the emerging global supply chain due to its strategic position in supplying nickel for electric vehicles and batteries.
• 😀 Indonesia faces challenges in balancing local innovation and building a strong tech ecosystem while navigating the geopolitical tension between the US and China.

Q & A

What is Xiaomi showcasing in the transcript?

Xiaomi is showcasing its factory, where a car is built in just 76 seconds with no human intervention, fully automated by machines.

What is said about the competition between the United States and China?

The competition between the United States and China has shifted beyond trade and now focuses on technological dominance, particularly in AI and semiconductors, representing a new type of Cold War in the digital era.

What is the main factor driving the future 'war' according to the transcript?

The future 'war' is expected to be between AI systems, where the more advanced AI will lead the competition.

How is China’s technological advancement impacting the global market?

China’s technological advancements, especially in AI, are shaking up global markets, leading to significant disruptions in investments, supply chains, and technology prices.

What would happen if China breaks through to the global market with its software?

If China successfully breaks through with its software, it could end the conflict even before it truly begins, potentially putting China ahead of the United States in technological and economic capabilities.

What is said about the economic power of China compared to the United States?

China is increasingly seen as advancing faster than the United States, with the economic gap between the two nations widening.

How is the global market affected by the U.S.-China conflict?

The U.S.-China conflict is destabilizing the global market, with global investments being held back, supply chains for chips disrupted, and technology prices rising sharply.

What is China’s new AI technology mentioned in the transcript?

The new AI technology developed by China, mentioned in the transcript, is called Deepsik, which has impacted American tech stocks.

What is Indonesia’s strategic position in the current global context?

Indonesia is strategically positioned as a major exporter of nickel, a critical material for electric vehicle batteries, and is developing a growing digital market, which offers significant opportunities in the new global supply chain.

What challenges does Indonesia face in becoming a key player in the new global supply chain?

Indonesia faces challenges in balancing domestic innovation with global competition and needs to build a strong technological ecosystem to compete effectively.