Trade, Tariffs, and Tech – Stratechery by Ben Thompson
stratechery.com · 3,658 words · saved by 1 readers
There is an argument for the Trump tariffs, but the risks are too great relative to the uncertain rewards
Trade, Tariffs, and Tech – Stratechery by Ben Thompson Skip to content Trade, Tariffs, and Tech Monday, April 7, 2025 Listen to Podcast Listen to this post : Log in to listen Pretend, if you can, that the last week didn’t happen (a tall order for the Stratechery demographic, I know), and imagine another scenario: China invades Taiwan. What happens then? I’m not a military expert, but my assumption is that China would be successful; the biggest unknown variable would be time. If the U.S. does not intervene the conflict would be shorter; if the U.S. does the conflict would be l
related reading
- Stratechery by Ben Thompson – On the business, strategy, and impact of technology.stratechery.com
- Who’s Afraid of Chinese Models? – Stratechery by Ben Thompsonstratechery.com
- Chips and China – Stratechery by Ben Thompsonstratechery.com
- Q1 2025 State of Venture Updatealexkolicich.com
- Why Europe should put up trade barriers against Chinese goodsnoahpinion.blog
- How to Reindustrialize America: The Case for a Strategic Investment Fundforeignaffairs.com
- Winners & Losers of the AI Era - Colossuscolossus.com
- Political Chips – Stratechery by Ben Thompsonstratechery.com
- Analysis: Why China’s Xi Jinping is not backing down on US-China trade escalation that has no end in sight | CNN Businessedition.cnn.com
- What Is Economic Resilience?factorysettings.org
- Apple and the Ghosts of Companies Past – Stratechery by Ben Thompsonstratechery.com
- Which industries will China dominate?noahpinion.substack.com