On Malaysia and the US-China Chip War

The FT recently did an in-depth writeup on the semiconductor industry in Malaysia, and how Malaysia stands to gain from the ongoing US-China “trade war” which is aiming to sever China from the US semiconductor and high-technology value chains – a “Silicon Wall” aimed at retarding the competitive threat that China poses towards the US.

Some of my reflections, upon reading this piece:

  1. The role of Malaysia as a mediating “Switzerland” shows the limitations of exclusionary policies as a means of staving off economic competition. There will always be interstitial spaces like Malaysia where supposedly-opaque trade barriers can be breached.
  2. Having said that, from a US trade perspective, perhaps slowing down the rate of Chinese technological advancement is enough, to buy time for the US to regroup and strengthen its alliances amidst China’s ongoing challenge.
  3. That Malaysia is playing this integrative role for US “friendshoring”, and Chinese attempts to circumvent the American “Silicon Wall”, is an interesting and timely reminder of the Archipelago’s long-time role as a meeting place and marketplace between East and West. Geography is very often destiny, especially in global politics, and Malaysia really should be embracing its role as a “mongrel state” opening itself up to the world.
  4. Following from this, it is crucial for the Malaysian political class to begin to find ways to step back from the zero-sum game of racial politics, and begin to embrace our longstanding nature as a salad bowl for trade and culture across the East and West. The more that US global domination frays, and the more that China emerges as a global counterbalance to the West, the important will it be for nations like Malaysia to find a new positioning amidst a shifting geopolitical landscape.
  5. For this to happen, Malay politics needs to break out of its self-victimhood. Enough with the constant begging for scraps off the table of Government. “Ketuanan” does not come in a begging bowl, and the fate of the Malays has always been, and always will be, tied with our ability to step confidently out into the world.

On The Miracle of Modern Flight

Beyond mere sight, the drone of jet-heeled thrust
Propels these numbered souls through sky, through clouds
Aboard this metal wing we embarked, flocked
And flecked with hopes and honeyed dreams ablaze.
Hurtling through the smoky night, we sail thus
Within tubular confine, nonchalant
At the miracle of modern flight, such
Being this, our present state of blessed grace.
Lives thus emplaced in Techne’s steady hand,
We embrace the calm slumber of meek souls.

On Avoidance

I don't want to see you for coffee, 
or lunch,
or whenever.
I find you tiresome,
clichéd,
forced.
But I admire your persistence,
though.
Looking forward to your next text message,
which will sadly remain
unread,
unanswered,
unloved.

On First and Third Worlds

It was a typical balmy KL afternoon as we were driving towards Mid Valley. The sky was clouded over, and there was a faint promise of rain. As I was steering the car gently towards the basement parking entrance of the Gardens mall, the entrance booth slowly came into view. I did the usual instinctive thing, reaching out to the console on the car’s dashboard where I normally keep my Touch ‘n’ Go card. Just as I was about to lift the card out of its faux-leather sleeve, I noticed, at a glimpse from the corner of my eye, that the parking terminal accepted not only the usual cashless payment of Touch ‘n’ Go, but would also accept credit card payments, including MyDebit, with its distinctive Wifi-looking logo.

“Eh. Can pay with credit card now. I wonder if I can use Apple Pay for parking here.”

“Ooh,” Kat replied. “Try lah.” My wife knew me too well enough by now to know two things. One: I hate unfair and inefficient monopolies on public services, with a level of detestation that Kat herself would normally reserve for cat torturers. Two: ever since I was able to use Apple Pay on my iPhone, I have been constantly delighted at the ability to merely double-press a button, look at my phone to unlock the Apple Pay pay option, and then simply swipe my phone over a terminal to effect payment – my favourite First World-level dopamine shot.

I tried it – and voila, it worked! There I was, happily steering my car past the parking entrance booth with a big smile on my face. Never fails.

Anyways, some minutes later, I found a parking spot not too far from the lobby entrance (another pet habit of mine, the pursuit of which can sometimes drive Kat out of her mind), and as we were heading up the escalators and found ourselves walking past the shops on the lower ground level, a sudden thought came to my mind:

Alamak! Now I remember: the last time I used Apple Pay to enter a parking lot, I couldn’t exit. This silly building in Bangi hadn’t updated its parking system, and so I could enter the parking with Apple Pay, but the parking terminal couldn’t recognise my Apple Pay when exiting. Hmm. I wonder if I might get stuck when we exit later.”

“Oh well,” Kat said, as she normally would when entertaining my sudden bouts of petty anxiety. “If we can’t exit nanti, you just hit the intercom and ask for help, lah. You’ll be that guy, but it won’t be the end of the world.”

“Hmm, okay.” I shelved the thought away from my mind, and for the next two hours, I didn’t think much of it: the movie turned out to be much more entertaining than I had expected, and by the final joke at the end of the movie credits, the entire hall erupted in whoops of delighted laughter.

“Good movie, huh?? Jarnathan hahah!!!” I was beaming.

“Yeah!” Kat grinned. We fell into talking about our favourite parts of the movie, excitedly. It was a good afternoon.

We did some errands at the pharmacy and the supermarket, and then it was time to head back home. As we got into the car, and I was driving towards the exit, I remembered again with distaste that there was a possibility that I might not be able to easily exit. What I was really anxious about, typically, was that getting stuck at the parking exit would delay others behind me whose lives would be unduely disrupted by something I had committed. The dictum of hidup jangan menyusahkan orang was something I held very closely to heart, and I was happy always to lambast those who would break it. Now it could well be my turn to menyusahkan hidup orang.

As the parking exit booth loomed closer, I slowed down the car to a halt, and pressed the button on my right to roll down the window. (Remember those days when you had to actually wind a crank to bring the window down? Amazing.) I lifted my iPhone from its resting place in the centre console of the car, did the usual Open, Sesame gestures on my phone, waved the front of the phone near the parking console, and winced quietly as the seconds ticked, until –

The exit bar lifted up! It worked! In a fit of delight, I did a little whoop, pumped my fist into the air and yelled out with the car window still down: “Oh yeah! First world, baby!”

As the car eased its way past the exit booth and climbed upwards through the exit ramp into the open air, Kat couldn’t resist: “Hmm. If Lee Kwan Yew could crow about bringing Singapore from Third World to First, I guess we can be proud that Malaysia already has First World moments while still in Third!”

Ba-dum-tishhhh.

On Artificial Intelligence

The public debut of ChatGPT will, one day, be a fixture of our history books, much like Edison’s light bulb moment, or that first step for mankind on the moon, or Oppenheimer quoting the Bhagavad Gita as he presided over that first atomic bomb explosion at New Mexico. Seminal moments in human technology and ingenuity that have transformed modern lives beyond what our forefathers could have barely imagined.

No doubt, the ripple waves from this transformation will cascade into our lives, and in unexpected ways. Professors asking their students to quote their ChatGPT prompts in their assignments. Microsoft finally breaking into Google’s effective monopoly for Internet search with chat functionalities. Entire professions – advertising, public relations, accounting, lawyering – which were once the preserve of credentialed white-collar professionals will have to contend with artificial intelligence.

But I think the sense of alarm – watch out, ChatGPT is out to take our jobs! – is exaggerated. Yes, artificial intelligence will change the way we work and live. Yes, the capabilities will undoubtedly improve even more over time.

But have we not seen this before? Didn’t the steam locomotive transform the way we travel, the way we received news? Didn’t the telegraph muster a radical transformation in business, government, in military affairs? Keynes predicted in 1930 that the advent of new technologies would mean that one day we would only need to work for 15 hours a week, at most. (I can almost hear the bitter laughter from my millenial readers.)

The truth is, technology almost always proves the adage that the more things change, the more things stay the same. The white heat of technological advancement in the past century may indeed be transformative, but for as long as those technologies intersect with humans – with human fears and desires and wants – then we will always find some modus vivendi with the new innovations in our lives, however painful that transition process might become.

And if anything, the rise of AI must always remind us to treasure what is most unique about the human experience – our ingenuity, our curiosity, our tenacity, our wilfulness. These technologies will always serve as tools for those very human aspects of our existence.

As we contemplate how AI will change our lives, we cannot be complacent, but neither should we give in to panic. Like all waves of change, they demand that we dig deeper into what it means to be human, and to bring to bear our own unique individual Fitrah in absorbing and adapting to change. Keep calm and carry on – history and technology marches ever onwards, and we will always need to be ready to meet them.

ChatGPT: An Exciting New Horizon in Technology

AI technologies are rapidly advancing, and ChatGPT is at the forefront of this exciting new horizon in technology. For those unfamiliar with ChatGPT, it is a large language model trained by OpenAI that can generate human-like text and engage in conversation with users.

While ChatGPT and other AI technologies offer exciting possibilities and have the potential to revolutionize many industries, they also raise concerns about the future of human employment. As AI technologies become more sophisticated, they may replace or augment human labor in a wide range of tasks. This could lead to job displacement and income inequality, and it is important that we address these issues as we integrate AI technologies into society.

However, it is important to recognize that AI technologies are here to stay, and we need to find ways to integrate them in ways that enhance, rather than harm, human lives. This may require finding ways to retrain and upskill workers, as well as implementing policies to mitigate the negative impacts of job displacement.

One way to do this is to focus on using AI technologies to augment rather than replace human labor. For example, rather than replacing customer service representatives with chatbots, companies could use chatbots to handle routine inquiries, freeing up human representatives to handle more complex or nuanced interactions. This would allow workers to use their unique skills and expertise, while also leveraging the efficiency and speed of AI technologies.

Ultimately, ChatGPT and other AI technologies offer an exciting new horizon in technology, but they also present challenges that we must address. By finding ways to integrate these technologies in ways that enhance, rather than harm, human lives, we can ensure that they are a positive force for society.

(And yes, I wrote this essay using ChatGPT. Naturally).

Three Things I am Thinking about Today #10

  1. We should not be surprised when autocrats abuse their powers to pursue their own personal agenda, even if it includes the illegal surveillance of an ex-wife. Looks like the backlash against Big Tech is gaining even further momentum now. 
  2. I wonder why some folks would rather risk their lives than submit to vaccinations – a mode of treatment that has been proven to subdue the most virulent diseases known to mankind. It is as if some of us are insistent on erasing themselves from the human gene pool. Very odd.
  3. The rise of petroleum in our energy mix has led to more than a century of geopolitics being driven by the politics of the Middle East. Now that we are confronting a future where renewable energy technology will become an increasingly significant part of the future of global energy, the security of supply of battery manufacturing – amongst many other potential flashpoints – will begin to feature prominently in the evolution of global politics. Will US-China trade tensions escalate into a Cold War-style balkanization of global supply chains? Will countries like Korea and Japan (and of course, China) be tempted toward military escalation in order to guarantee the uninterrupted supply of raw materials? For mineral-rich, small countries like Malaysia, how do we navigate this new, more treacherous future?