This time is different because there's rising distrust of globalization. There's also an interest n, if not completely decoupling, reducing reliance on chinese supply chains. If we end up with a much less efficient production system, either consumers are going to pay the price or investors are going to eat it by having funded a lot of capital that is kind of inefficient. You see this playing out pretty dramatically in the area of solar panels.
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.