Quoting Ben Thompson:

conversation is the realm of quick wits, not deep thinkers. The latter is who I want doing research or other agentic-type tasks; the former makes for a better consumer user experience in a chatbot or voice interface.

President Trump may believe that the unipolar U.S.-dominated world that has been the norm since the fall of the Soviet Union is drawing to a close, and it’s better for the U.S. to proactively shift to a new norm than to have it forced upon them.

it is less that reasonable people may disagree and more that expecting reasonableness is probably naive.

China would certainly like the best chips from TSMC, but they are figuring out how to manage with SMIC and the Ascend and surprisingly efficient state-of-the-art models; the entire AI economy in the U.S., on the other hand — the one that is developing so nicely, with private funding pursuing the frontier, and competition and innovation up-and-down the stack — is completely dependent on TSMC and Taiwan. We have created a situation where China is less dependent on Taiwan, even while we are more dependent on the island.