cover of episode America and the Trade Status Quo, Tariffs and What May Come Next, A Chance to Build in Tech and Beyond

America and the Trade Status Quo, Tariffs and What May Come Next, A Chance to Build in Tech and Beyond

2024/11/22
logo of podcast Sharp Tech with Ben Thompson

Sharp Tech with Ben Thompson

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Topics
Ben Thompson认为科技行业对关税的讨论不足,全球化和科技行业发展密切相关,科技推动了全球化,同时也受其影响。美国制造业缺乏竞争力,工作外流,而中国通过承接制造业积累了经验和技能,提升了制造能力。美国需要改变现状,创造更多制造业机会。

Deep Dive

Chapters
The conversation begins with the prompt to discuss the implications of potential tariffs for U.S. tech companies and the world, focusing on the article 'A Chance to Build.'
  • There hasn't been much talk in tech about tariffs and their implications.
  • Tech-enabled globalization has driven the new world order, with Asia playing a significant role.
  • The article 'A Chance to Build' references 'Time to Build' and discusses the challenges and opportunities in tech manufacturing.

Shownotes Transcript

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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