Andy Constan on Trump Tariffs
Geopolitically, nothing matters more than winning AI.
These tariffs, as constructed, essentially guarantee that America will lose “AI” by making America the most expensive place on earth to build AI datacenters.
The semiconductor exemption was irrelevant for AI. Datacenter semiconductors... See more
Gavin Bakerx.comTheme - Tarriffs
Tariffs had an under expected effect, threatening the financial landscape, but not dominating
Biggest result might have been the focus it brought to how reliant the world is for certain materials - both physical and processing, on Beijing