Reva Goujon is an analyst at Rhodium Group, offering insights on the semiconductor landscape and US-China relations. Jay Goldberg, a venture capitalist in deep tech, discusses investment trends. Doug O'Laughlin, author of the Fabricated Knowledge Substack, provides commentary on the semiconductor sector. Martin Chorzempa of the Peterson Institute analyzes the economic dimensions of technology. They delve into the implications of Biden's export controls, China's potential responses, and how these regulations might heighten risks of conflict.
