America and the Trade Status Quo, Tariffs and What May Come Next, A Chance to Build in Tech and Beyond
Nov 22, 2024•1 hr 9 min
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Episode description
Talking through the evolution of the modern trade landscape, the implications of tariffs under a new U.S. administration, and Ben’s article on Monday, A Chance to Build. Topics include: the realities that are prompting change, China’s growth in hardware and software, TSMC and Trump, the future for Waymo, and more.
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A Chance to Build — Stratechery
President Trump, Take Two; Big Tech, Little Tech, Chips, and Hardware; Elon Musk’s Triumph — Stratechery Update
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