There’s always been a global race to develop chip technology
Riskgaming
00:00
The Supply Chain Crisis in the US
I worry about geopolitically induced shocks, of which I don't think it's difficult to imagine a couple that could be really pretty dramatic for our ability to access technology. It's interesting particularly in the Pentagon's case is the budgets have actually gone up since the 90s. Like there has been massive expansion. So in some cases we've actually doubled the budget and yet the number of companies has shrunk by 80 or 90%. And so you see more and more money going to fewer and fewer players.
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