Dylan Patel is a man on a mission. We get into how:

Huawei is giving NVIDIA a run for their money What USG needs to do about it What smart semiconductor tariff policy would look like o3


Outtro Music, a little texas country for you all:

Ernest Tubb, Walking the Floor Over You https://www.youtube.com/watch?v=fQIRRReZIls

Hank Thompson, Wild Side of Life https://www.youtube.com/watch?v=OPvARPfquPc

And a completely wild post-WWII song I did not feel comfortable putting on the feed but worth a listen for the wtf factor: Ernest Tubb, Filipino Baby https://www.youtube.com/watch?v=1WXnoCyKGw8&pp=0gcJCdgAo7VqN5tD

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Podden och tillhörande omslagsbild på den här sidan tillhör Jordan Schneider. Innehållet i podden är skapat av Jordan Schneider och inte av, eller tillsammans med, Poddtoppen.

ChinaTalk

Breaking Huawei + Tariffs Done Right with SemiAnalysis and Asianometry

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