Political Chips

Chips are the clearest example that economic efficiencies will not be the ultimate decider of technology’s end state: politics will play an important role.

CHIPS Act; America, China, and Intel; Micron and TSMC

The CHIPS Act is flawed in both its premise and implementation, but is worth passing for geopolitical reasons; that, though, means that Intel shouldn’t be calling the shots, particularly since it needs it more than ever.

Zero-COVID and Free Speech

Zero-COVID is possible, but few of us in the West are willing to pay the costs; the exact same reasoning applies to free speech; in both cases China-lite is the worst possible strategy.

Elon Musk Joins Twitter’s Board, Gogoro SPAC

Elon Musk doesn’t just own a part of Twitter; now he’s on the board, in a move that has been in the works for a while. Plus, my experience as a Gogoro owner.

Tech and War

The reaction to the Ukraine invasion has been a demonstration of tech capabilities; those capabilities may be the key to compelling China to pressure Russia.