China banned american micro tips that haway needed for its equipment. China would like them in order to build up its semi conductor industry. But if America tries to clamp down exports of these types of goods, it doesn't actually depress china's power. It just depresses American company's market share. So they're losing business in china. And other people might try to fill in the gap.
In this episode, Felix, Mihir and Charlotte discuss what countries and companies should do about the chip shortage and discuss the future of Uber, Lyft and Doordash.