America's Self-Defeating Chip War on China

Plus: The Meaning of the DeepSeek Shock

Hi! Today I bring you a double-barreled assault on America’s tech policy toward China. First, there’s my short video sermon about how US restrictions on China’s microchip imports could lead to war in Taiwan—and how little discussion of this fact there’s been in the US foreign policy establishment. Then, for NZN members (translation: below the paywall), there’s a conversation I had today with NZN managing editor Connor Echols about the suddenly famous Chinese AI model DeepSeek r1, which has rocked the US stock market—and which, IMHO, highlights a fundamental flaw in America’s chip war on China.

Also below the paywall: the Zoom link to the Q&A I’m having with NZN members Thursday Feb 6 at 8 pm US Eastern Time.

—Bob

Bonus video: