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<v Speaker 1>Hey, bite heads, ting here with your up to the

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<v Speaker 1>minute download on the US China tech war, and trust me,

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<v Speaker 1>these past two weeks have seen more plot twists than

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<v Speaker 1>a Kung Fu hacker flick. Let's plug in fast. While

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<v Speaker 1>you were updating your VPN and I was chasing back

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<v Speaker 1>doors in the cloud. Washington and Beijing have been busy

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<v Speaker 1>shifting their rivalry from tariffs to what I call chip

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<v Speaker 1>wars and cyber scars alias the techno strategic battlefield of

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<v Speaker 1>twenty twenty five. First, the mother of all choke points semiconductors,

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<v Speaker 1>the US doubled down on its restrictions, leaning on ASML

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<v Speaker 1>to keep EUV lithography machines away from China, putting a

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<v Speaker 1>serious dent in Beijing's plans to crank out next gen chips. Meanwhile,

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<v Speaker 1>China is still holding about eighty five percent of the

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<v Speaker 1>world's rare earth processing, which like it or not, means

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<v Speaker 1>the US clean energy and defense dreams have a made

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<v Speaker 1>in China sticker on them. These moves aren't only geeky,

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<v Speaker 1>they're high stakes chess. Semiconductor bands hit Huawei again with

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<v Speaker 1>new blocks on their access to cutting edge five ventimeter chips,

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<v Speaker 1>forcing a total business model reboot for the once mighty giant.

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<v Speaker 1>But if you thought we were just trading chips and minerals,

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<v Speaker 1>think again. In London, just this week, USTR Catherine Thai

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<v Speaker 1>and China's Wang went Tau nearly hit the big red

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<v Speaker 1>mutually assured embargo button before backing off. Both sides stepped

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<v Speaker 1>down tariffs barely, but ramped up controls on software research

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<v Speaker 1>exchanges and AI smarts. The handshake in Geneva had barely

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<v Speaker 1>cooled before new export controls started biting, especially on AI

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<v Speaker 1>and dual use tech. Beijing got the US to verbally

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<v Speaker 1>agree it doesn't want total decoupling, but I wouldn't bet

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<v Speaker 1>my crypto wallet on this dittent holding for long. Now

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<v Speaker 1>the cyberside, both nations are investing more in self reliance

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<v Speaker 1>than ever. The US is pumping fifty billion dollars into

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<v Speaker 1>its own FABS via the Chips Act, China's countering with

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<v Speaker 1>a one hundred and forty three billion dollars Semiconductor self

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<v Speaker 1>Sufficiency blitz. And on the digital walls, cybersecurity is getting

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<v Speaker 1>tighter than a we Chat group chat for dissonance, zero trust,

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<v Speaker 1>double check, and a lot less cross border code sharing

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<v Speaker 1>Expect more siloing, fewer open source love letters. Industry wise,

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<v Speaker 1>US firms are scrambling to diversify supply chains out of China,

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<v Speaker 1>while Chinese giants refocus on Asia, Africa and Latin America.

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<v Speaker 1>Short term, that means higher costs and market uncertainty. Long term,

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<v Speaker 1>we're looking at a fractured tech world. Think two parallel

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<v Speaker 1>AI universes, one running on Buy Do and Higher, the

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<v Speaker 1>other on Google and Nvidia. Expert forecast this isn't a

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<v Speaker 1>trade war, it's tech cold war two point zero. Both

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<v Speaker 1>sides are playing long term, but China's manufacturing dominance outweighs

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<v Speaker 1>its software vulnerability, at least for now. Expect more cyber skirmishes,

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<v Speaker 1>more talent restrictions, and a world where sharing code is

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<v Speaker 1>riskier than sharing your Netflix login in a hacker forum.

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<v Speaker 1>Stay tuned, cyberknaouts. This bite war is just getting started

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<v Speaker 1>and your favorite firewall breaking narrator is on the case.

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<v Speaker 1>Thanks for listening. Make sure you hit the subscribe button

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<v Speaker 1>and never miss an update. This has been a quiet

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