https://rajeevsrinivasan.substack.com/p/episode-21-suez-de-globalization?r=66qfh&utm_campaign=post&utm_medium=web&utm_source=email
the suez episode should be a wake up call for us to decouple ever more from especially china. in particular, if china invades taiwan, what do we do for semiconductors? we need fabs in this country.
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