2025-05-29
On net, I'm optimistic about AI. But the effect on entry-level knowledge workers is very obvious in my world. AI has already replaced interns/RAs for most research tasks. 1/
Axios
Anthropic CEO Dario Amodei says AI may wipe out half of all entry-level white-collar jobs and spike US unemployment to 10%-20% in the next one to five years
Dario Amodei — CEO of Anthropic, one of the world's most powerful creators of artificial intelligence — has a blunt, scary warning for the U.S. government and all of us:
2025-04-13
I would interpret the US tariff exemptions primarily as an attempt to mitigate the impact on electronics and consumers more than as a signal of a US-China deal. The exempted categories cover about 22% of US imports from China. content.govdelivery.com/bulletins/ gd... [image]
Bloomberg
The Trump administration exempts smartphones, laptops, hard drives, processors, memory chips, and machines used to make semiconductors from “reciprocal tariffs”
President Donald Trump's administration exempted smartphones, computers and other electronics from its so-called reciprocal tariffs …
2023-05-29
Pretty sure the US is going to tolerate it... Also, stop pretending that “economic coercion” only applies to what China is doing! It's pure USG Brain and sounds ridiculous to everyone with a normal brain. The concept isn't normative, it's descriptive. https://www.bloomberg.com/...
Bloomberg
US Commerce Secretary Gina Raimondo says the US “won't tolerate” China's ban on Micron chips in some critical sectors and calls the decision “economic coercion”
Bloomberg :
2023-05-28
Pretty sure the US is going to tolerate it... Also, stop pretending that “economic coercion” only applies to what China is doing! It's pure USG Brain and sounds ridiculous to everyone with a normal brain. The concept isn't normative, it's descriptive. https://www.bloomberg.com/...
Bloomberg
US Commerce Secretary Gina Raimondo says the US “won't tolerate” China's ban on Micron chips and calls the decision an “economic coercion”
Commerce Secretary Gina Raimondo said the US “won't tolerate” the recent decision by Chinese authorities to ban chips …
2022-12-30
“This isn't the end of globalization for U.S. tech or for American allies. But it sure feels like it for Chinese tech firms.” From @crmiller1. In the medium term, Chinese components and assembly can be replaced. But Taiwan's chips...not so much. https://www.theatlantic.com/ ...
Wall Street Journal
Analysts and sources detail improving iPhone output in China despite COVID-19 issues; Foxconn's main Zhengzhou iPhone facility is now operating at ~70% capacity
Main Foxconn facility recovers to about 70% of capacity and wait times for iPhone Pro models shorten
“This isn't the end of globalization for U.S. tech or for American allies. But it sure feels like it for Chinese tech firms.” From @crmiller1. In the medium term, Chinese components and assembly can be replaced. But Taiwan's chips...not so much. https://www.theatlantic.com/ ...
The Atlantic
Apple is doubly vulnerable to Chinese escalation against Taiwan, which could impact the complex iPhone components and assembly, driving production to near zero
Chris Miller / The Atlantic :
2022-12-29
“This isn't the end of globalization for U.S. tech or for American allies. But it sure feels like it for Chinese tech firms.” From @crmiller1. In the medium term, Chinese components and assembly can be replaced. But Taiwan's chips...not so much. https://www.theatlantic.com/ ...
Bloomberg
TSMC begins mass producing 3nm chips in Taiwan, which need ~35% less power than 5nm chips, following Samsung, and also promises to build 2nm plants in Taiwan
Taiwan Semiconductor Manufacturing Co. kicked off mass production of next-generation chips Thursday, ensuring the island remains …
“This isn't the end of globalization for U.S. tech or for American allies. But it sure feels like it for Chinese tech firms.” From @crmiller1. In the medium term, Chinese components and assembly can be replaced. But Taiwan's chips...not so much. https://www.theatlantic.com/ ...
The Atlantic
Apple is doubly vulnerable to Chinese escalation against Taiwan, which could impact the iPhone's complex components and assembly, driving production near zero
Long before it reached your home, even before its tiny components were pieced together in an assembly plant …
2022-10-10
These export controls seem like a BFD. When people say things like, “it will take China decades to catch up,” I wonder how we can know that. But this certainly vindicates China's obsession with self sufficiency... Some good @pstAsiatech @FuDaoge quotes. https://www.ft.com/... https://twitter.com/...
Financial Times