
Chip War
Semiconductors as industrial policy, supply chains, and geopolitical power.
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Course ResourcesThis course is just the start of our understanding of AI’s potentially profound impact on the economy and our careers.
Here are some further resources:
LISTEN
Dwarkesh PodcastDwarkesh Patel · Open podcast ↗
Hard ForkNew York Times · Open podcast ↗
Odd LotsBloomberg · Open podcast ↗
Plain EnglishDerek Thompson · Open podcast ↗
Conversations with TylerTyler Cowen · Open podcast ↗
Sharp TechOpen podcast ↗
The InformationAI, technology and business · Watch on YouTube ↗READ
A growing shelf for exploring the course questions beyond the syllabus.

Semiconductors as industrial policy, supply chains, and geopolitical power.
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Practical ways students and managers can work with generative AI.
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A strong antidote to AI hype, explaining what current systems can and cannot do.
(Specific examples age, but its framework for evaluating exaggerated claims is durable.)
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A deeply reported history of OpenAI, its ambitions, internal culture, and social consequences.
(Institutional history has lasting value.)
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Edited interviews with leading figures including Dario Amodei, Ilya Sutskever, Demis Hassabis, Mark Zuckerberg, and Eliezer Yudkowsky.
(Great firsthand interviews of the evolution of LLMs and companies in the AI space.)
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A reported history of the race toward artificial general intelligence, drawing on interviews and documents from OpenAI, Anthropic, and Google DeepMind.
(Similarly captures AI’s development to the present.)
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An examination of how AI is changing hiring, workplace evaluation, and management.
(Broad concerns about bias, transparency, and accountability will remain relevant over time.)
Learn more ↗FOLLOW & READ
Accessible reporting and analysis about how AI works and how it is changing business, work and society.
Visit publication ↗SUBSTACKOne Useful ThingEthan MollickPractical, research-grounded analysis of what advances in AI mean for work, teaching and business practice.
Visit publication ↗NEWSLETTERExponential ViewAzeem AzharBig-picture, data-driven analysis connecting AI and exponential technologies to economics, energy, investment and geopolitics.
Visit publication ↗STRATEGY ANALYSISStratecheryBen ThompsonEssential analysis of how AI is reshaping competitive dynamics, platform economics and the strategies of major technology companies.
Visit publication ↗SUBSTACKImport AIJack ClarkA research- and policy-focused weekly view of developments at frontier AI labs, grounded in close reading of new technical work.
Visit publication ↗NEWSLETTERThe AlgorithmMIT Technology ReviewReported journalism on AI’s effects on labor, safety and accountability, providing a counterweight to product-news aggregation.
Visit publication ↗CONTINUE AT STERN
Stern’s Fall 2026 AI specialization brings together technical foundations, management, governance, finance, marketing and economics. Course availability and requirements may change.
MBA SPECIALIZATIONArtificial Intelligence (AI)Explore the official specialization →