An Intra-West Debate (Exponent, 55mins). I’m a big fan of the Taiwan-based Ben Thompson. He’s a techie and on this podcast, he delves into the US-China tech war. I wouldn’t skip much of this podcast. For Western countries, Thompson reveals that there is a genuine national security issue regarding the use of Chinese tech. And it’s not a Trump issue, it will endure. Further, China’s chip and advanced tech knowledge pales by comparison with US companies, so it has more to lose from open hostilities. On the other hand, China is central to global supply chains, meaning that Western countries ignore China at a significant risk. There remains an open question as to whether the US is trying to de-link its economy from China…
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