Tariffs and Enforcement
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Tariffs and Enforcement
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.comJapan exploited its advantages in producing autos, and the U.S. moved on to things in which it could achieve an advantage of its own. Isn’t that exactly the way things should work in a dynamic global economy?
As I asked in a memo in September, is it a good idea for governments to try to override the laws of economics in an effort to cause their... See more
As I asked in a memo in September, is it a good idea for governments to try to override the laws of economics in an effort to cause their... See more
Oaktree Capital • Nobody Knows
