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They converted reefs in international waters into airbases, creating unsinkable aircraft carriers that extend the range of their aircraft and are armed with surface to air missiles make it dangerous to approach China’s mainland and Taiwan. The Hedge Strategy – Create “the small, the agile, and the many”. What To Do About It?
History tells us that late adopters fall by the wayside as more agile and opportunistic governments master new technologies. None of these companies own a chip manufacturing plant (a fab) so they all use a foundry (an independent company that makes chips for others) like TSMC in Taiwan (or SMIC in China for for its defense related silicon.).
So that’s something we need help with, to provide us greater agility. And the Taiwan Straits are a hot-button issue. We have to build into the systems for acquisition a method by which we can be far more agile. But the future is going to demand that we become more agile as it pertains to acquisition.
The United States just did this to China by limiting Huawei’s ability to outsource its in-house chip designs for manufacture by Taiwan Semiconductor Manufacturing Company (TSMC), a Taiwanese chip foundry. Turn the Tables – Convince TSMC/Taiwan to allow China to have sole access to TSMC. Don’t let the restrictions escalate.
Jeremy Howard : I mean, just the data like Taiwan, Hong Kong, Mongolia, right next to China, a lot of trade, a lot of social back and forth, Chinese New Year, yet they're in double figures, numbers of deaths. Eric Ries : What kind of evidence were you looking at? I think it's four or five in Hong Kong. So it's kind of--that's weird.
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