Another great post, thanks for breaking this down and adding yet another book to my reading list! Do you think in 5 year's time we'll be in e same situation, or is the massive investment by American BigTech pointing to a (very late) lesson being learnt?
Super interesting question. I swear every time o speculate it does the opposite lol. But I do think we are in for a flash point at 2027 if China stays strong on its reclaim mission.
Ooh interesting! I've read up on TSMC recently as an often overlooked investing option but completely missed this angle in that reading 😅 The fragility of this all is kinda intense, especially in light of how close China's plans are to possible fruition.
Probably my last book review of the year, but a solid one. Chip Wars seems really relevant right now in the midst of the AI Boom. (or burst?)
Another great post, thanks for breaking this down and adding yet another book to my reading list! Do you think in 5 year's time we'll be in e same situation, or is the massive investment by American BigTech pointing to a (very late) lesson being learnt?
Super interesting question. I swear every time o speculate it does the opposite lol. But I do think we are in for a flash point at 2027 if China stays strong on its reclaim mission.
Also yeah a little expensive lesson will be had!
Ooh interesting! I've read up on TSMC recently as an often overlooked investing option but completely missed this angle in that reading 😅 The fragility of this all is kinda intense, especially in light of how close China's plans are to possible fruition.
It’s really close now lol. The theories 2027. We will find out! And yeah the fragility of not all is what caught me off guard.
Great post!
Appreciate it! I’m just about free to start working on our collab! Will update you today or tomorrow!
Sure thing!
Awesome! I am looking forward to it!
Me too I’m really hyped!
Me too! I think we can create something truly valuable for our subscribers!
Well done, (pun intended).
Bwahaha