Chip War, Stanford University: Scarlet & Tom's Must-Read Books

Watch on YouTube ↗  |  August 01, 2026 at 13:54  |  2:23  |  Bloomberg Markets

Summary

Scarlet Fu and Tom Keene share their must-read book recommendations. Tom highlights 'Chip War' by Chris Miller, a seminal history of semiconductors and the geopolitical turf wars behind the industry. Scarlet recommends 'How to Rule the World' by Theo Baker, which paints a picture of Stanford University's ecosystem where bright students network with VCs and tech billionaires. The segment is a cultural discussion with no trading implications.

  • Tom Keene calls 'Chip War' his book of the year two years ago, covering semiconductor history, Silicon Valley, ASML, and the invention of Taiwan semiconductors.
  • Scarlet Fu's pick is 'How to Rule the World' about Stanford's tech and VC network, slush funds, and billionaire socializing.
  • Keene emphasizes the book's emotional Taiwan story and the global turf wars in chips.
  • Fu notes the book explores Stanford's access to venture capital and early funding for student startups.
  • The hosts briefly discuss reading habits (hardcover vs. Kindle).
  • No trading or investment ideas are offered; the segment is purely a book recommendation conversation.
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