Navigating Tech Regulations and Market Dynamics

This chapter explores the evolving relationship between a major chipmaker and U.S. regulations on technology exports, particularly addressing the implications of MI308 licenses. It highlights key competitive dynamics in the AI computing sector and the challenges faced due to supply chain issues, while also contrasting Snap's struggles against the strengths of competitors like Meta. Additionally, the chapter discusses the remarkable rise in OpenAI's valuation and its impact on the tech landscape, emphasizing the importance of innovation and strategic insights for future growth.