A Stratechery, Sharp Tech, and Sharp China Crossover on the Chip Ban, Taiwan, TikTok and More
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After one year of Sharp Tech and Sharp China, a summit with Ben Thompson, Bill Bishop and Andrew Sharp to discuss podcasting, the chip ban, the US-China relationship and beyond.
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On today’s show Andrew and Bill begin with President William Lai’s inauguration in Taiwan, including the PRC responses we've seen so far, recent activity around Kinmen island, and a Bloomberg report that ASML’s EUV machines can be shut down remotely in the event of an invasion of Taiwan. From...
Published 05/22/24
Published 05/22/24
On today’s show Andrew and Bill begin with an overview of the new tariffs announced by President Biden this week, including the implications for America's green energy industries, the evolving scope of global competitive realities, and a variety of questions for future US policymakers. From...
Published 05/17/24
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