228: GPT-5, ChatGPT vs. Claude, AI Psychosis, Nvidia 15% Export Tax & Harvard Buys Bitcoin
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Navigating Semiconductor Trade Dynamics
This chapter explores the implications of a new 15% export tax on NVIDIA and AMD products in relation to China's AI ambitions and semiconductor manufacturing. It discusses the historical context of U.S.-China trade tensions, the role of ASML in semiconductor production, and the strategic competition for technological supremacy in rare earth materials. The chapter highlights the challenges faced by companies amid evolving government policies and national security concerns, emphasizing the delicate balance of diplomacy and corporate interests in the tech sector.
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