EP 294 Timothy Clancy on an AI Cold War

Jim talks with Timothy Clancy about wicked mess problems & the potential for a new Cold War centered on AI. They discuss the evolution from chat-based to reasoning AI, military applications, social & systemic complexity in national security, the scaling hypothesis, China vs US competition, DeepSeek R1 model implications, export controls on GPU chips, Taiwan's strategic importance, multipolar trap & arms race dynamics, power & chip requirements, training vs implementation costs, context scaling in reasoning AI, innovation in AI efficiency, models & simulations in military planning, validation challenges, statistical distributions vs single predictions, Taiwan conflict scenarios & deterrence strategies, operational causality, the strategic importance of the Straits of Malacca, and much more. Episode Transcript "Applying AI to Strategic Warning," by Anna Knack, Nandita Balakrishnan, and Timothy Clancy JRS EP57 - Timothy Clancy on Russia's Mid-Game JRS EP248 - Timothy Clancy on the Israel-Hamas War "MegaMullet: The DeepSeek Moment – The Start of an AI Cold War," by Timothy Clancy Timothy Clancy is an Assistant Research Scientist at START specializing in studying wicked mess problems, including violence and instability, as complex systems. For over 30 years Timothy has helped stakeholders in all manner of organizations understand their wicked mess problems and work towards resolving them. This included prior work at IBM where he was the Chief Methodologist of Lean, Six Sigma, and Agile supporting Fortune 50, government, and military clients to navigate their own wicked messes in strategy, business models, and enterprise transformation.