Breaking Huawei + Tariffs Done Right with SemiAnalysis and Asianometry
April 19, 202534m 32s
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Show Notes
Dylan Patel is a man on a mission. We get into how:
- Huawei is giving NVIDIA a run for their money
- What USG needs to do about it
- What smart semiconductor tariff policy would look like
- o3
Outtro Music, a little texas country for you all:
Ernest Tubb, Walking the Floor Over You https://www.youtube.com/watch?v=fQIRRReZIls
Hank Thompson, Wild Side of Life https://www.youtube.com/watch?v=OPvARPfquPc
And a completely wild post-WWII song I did not feel comfortable putting on the feed but worth a listen for the wtf factor: Ernest Tubb, Filipino Baby https://www.youtube.com/watch?v=1WXnoCyKGw8&pp=0gcJCdgAo7VqN5tD
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