US Congress
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China and Rare Earth Metals, Chips and Rare Earths, The U.S.’s Self-Inflicted Challenge
China is instituting controls on rare earths, which are essential for technology, that look like chip controls; we can fix the problem by building, but we might not be able to.
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An Interview with Gregory Allen About the State of China Chip Export Controls
An interview with Gregory Allen about the Biden administrations latest wave of China chip export controls, including what went wrong previously, and why the U.S. needs to accept it already declared silicon war.
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U.S. Communications Hacked, The History of CALEA, Encryption and Backdoors
U.S. Communications were hacked by China via a purposeful vulnerability put in place by Congress and the FCC.
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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.
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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.
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The Open App Markets Act, Apple Versus the Netherlands, Microsoft and the Console Question
Breaking down the Open App Markets Act and the ways in which Apple might seek to usurp it.
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[FREE] Netflix Follow-Up, The Senate Tech Bill
More on Netflix’s earnings and valuation, and three observations about the tech competition bill being encouraged in the Senate.
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Lobbying Congress, Apple’s Report, What About Consumers?
Apple is belatedly waking up to its Congressional risk; Congress, though, needs to consider the risks of unintended consequences.