The chip is kind of the essential tool for many, many other machines. And different governments see it as a really big, strategic industry. In the next two years, we think something like 90 new factories will come on line. We have, for some reason decided that we need to subsidize these plans. The second and maybe even more important question is around limiting export opportunities.
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.