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Compact Podcast

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Anxiety About America's Silicon Blockade

The New York Times Magazine had, what I think is a very important story titled an Act of War inside America. It's really the most comprehensive evaluation we've seen yet of the effort to cut China off from the most advanced chips. The issue raised by the article is how China is likely to respond to this blockade. One response is obviously to try to develop its own ships. But there are also strong reasons to think that this approach is going to push China closer to war.

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