What a Potential Trade War Means for Silicon Valley

The transcript discusses the escalating trade conflict between the US and China, focusing on tariffs and their impact on technology sectors. It highlights the uncertainty faced by companies due to potential retaliations and the implications of the ZTE case. The discussion also covers President Trump's theory on trade wars and China's response, emphasizing the challenges in resolving the conflict due to differing national security perspectives.

How does President Trump's theory about trade deficits influence his approach to the trade war?

What does the term 'indigenize' refer to in the context of China's technology strategy?

What are the underlying issues that the US wants to address in the trade negotiations with China?