관세보다 센 ‘新제조업 전쟁’ 온다[아서 허먼]

20세기 미국 경제사상계를 대표하는 경제학자 존 케네스 갤브레이스(John Kenneth Galbraith)는 1977년 출간한 저서 ‘불확실성의 시대(The Age of Uncertainty)’에서 지미 카터 대통령 재임 시절 미국이 겪었던 혼란의 정국을 다뤘다. 당시 미국은 인플레이션, 아랍의 석유 금수 조치, 베트남전 이후의 사회 불안, 뉴욕시 파산 위기까지 겹쳐 재난에 가까운 상황으로 치닫고 있었다. 이후, 1980년 로널드 레이건이 대통령에 당선되면서, 다시 국가적 자부심을 되찾고 인플레이션을 잡았으며 본격적인 경제 회복에 들어갔다. 오늘날 그 ‘불확실성의 시대’는 전 세계가 함께 겪는 현실이 됐다. 이번엔 석유 금수 조치 때문이 아니다. 40년 가까이 이어져 온 세계 경제 질서를 뒤집고, 관세를 무기로 중국의 무역·산업 지배력을 꺾으려는 미국 정부의 강경한 정책이 원인이다. 이 여파로 미국 채권 시장을 포함한 전 세계 금융시장이 뿌리째 흔들렸다. 한국과 일본을 포함한 70

2025.04.23 11:43

HOW AI AND QUANTUM GOT THEIR GROOVE BACK [Arthur Herman]

Shock. Consternation. Fear and panic, then market chaos. Those were the initial reactions after the Chinese AI company DeepSeek announced on January 27 that it had found a way to create an AI chatbot platform that was as good or even better than Open AI’s Chat GPT, at a fraction of the cost. It took a few days for the full story to emerge, and reality-and sanity---to return to financial markets and to the discussion of the future for AI and its Big Tech investors. Yet just two weeks earlier, som

2025.02.21 11:42

TRUMP’S HIGH-TECH PRESIDENCY [Arthur Herman-HIC]

Silicon Valley can’t wait for Donald Trump’s inauguration. The high-tech bias of Trump’s second term in the White House became apparent when his former opponent for the Republican nomination, biotech billionaire Vivek Ramaswami, turned into one of his closest supporters, and tech-smart venture capitalist JD Vance became his vice-presidential pick. Then along came Elon Musk, followed by another former Pay Pal founder, David Sacks (a third Pay Pal alumnus, Palantir co-founder Peter Thiel, has been

2024.12.23 11:43

THE INTERNET OF THINGS MEETS THE QUANTUM REVOLUTION [Arthur Herman-HIC]

  Can your cell phone, toy drone, or robot vacuum suddenly turn into a lethal weapon? Cybersecurity experts around the world have hailed Israel’s pager exploit last month targeting nearly 3000 Hezbollah operatives via their electronic pagers, as a brilliant counterintelligence move. But the incident is also a grim reminder that a world built on connectivity can pose multiple threats as well as blessings-not only to our privacy but also to our safety. It’s time to make a sober as

2024.10.30 12:05

TRUMP’S CRYPTO OPPORTUNITY-AND AMERICA’S [Arthur Herman-HIC]

The speech former president Donald Trump gave at the Bitcoin conference in Nashville TN on July 27 was a landmark event in American politics. It managed to galvanize America‘s crypto community in ways that shook his Democrat opposition in the Kamala Harris campaign. It may even have changed the odds for the 2024 election in Trump’s favor. More than that, it could trigger a new era in digital technology and cybersecurity―including (if it‘s done right) a new era in quantum inform

2024.08.23 11:36

WHY AMERICA IS LOSING THE HIGH-TECH WAR WITH CHINA [Arthur Herman-HIC]

I will never forget my first visit to SK Telecom‘s T.um exhibition in Soeul when I was invited to speak at the National Assembly on launching the Quantum Information Communication Forum. What I saw was a dazzling vision of how technologies like 5G, AR/VR, and AI can change our world and make it better and more secure. For the past decade the United States and China have been waging a high-tech “cold war” to determine the future not only of the world‘s economy, but humanit

2024.06.24 11:09

QUANTUM AND AI: THE HEDGEHOG AND THE FOX [Arthur Herman - HIC]

In 1953 the philosopher Isaiah Berlin wrote an influential essay called “The Hedgehog and the Fox,” which drew upon an ancient Greek proverb that “a fox knows many things, but a hedgehog knows one big thing.” Berlin used the image to divide thinkers and creators into two camps: hedgehogs who see the world through a single defining idea or vision; and foxes, who can see the world from multiple perspectives at once. In the end, neither beast is superior or better to the oth

2024.04.25 11:15

THE QUANTUM REVOLUTION IS NOW [Arthur Herman - HIC]

이 기사는 해외 석학 기고글 플랫폼 '헤럴드 인사이트 컬렉션'에 게재된 기사입니다. The quantum computing revolution is no longer the stuff of science fiction. It‘s happening now, and is going to change everything from medicine and the study of climate change to the internet, space exploration, and how we envision national security. Late last year leading articles in the Financial Times and Reuters finally acknowledged what some of us, particularly here at the Quantum Alliance Initiative at Hudson Institute, have b

2024.04.22 14:44