A Tech Cold War Between the U.S. and China Could Cost $3.5 Trillion

The video discusses the potential costs and impacts of a complete decoupling in the TMD sector, focusing on supply chains, tech standards, and market reactions. It explores substitutes for Chinese supply chains and the challenges of building new networks. The analysis includes the impact on various tech sectors, particularly semiconductors, and draws an analogy to the Cold War, considering potential government spending on tech ecosystems.

What is the estimated cost of reestablishing supply chains if there is a complete decoupling from China?

What is the significance of the 'tech wall' mentioned in the context of global supply chains?

What are the implications of having rivaling standards globally in technology?

Which countries are mentioned as potential substitutes for China in the supply chain?

How long do experts believe it will take to transfer supply chains away from China?

How has the semiconductor sector been affected by tensions between the US and China?

What lessons can be drawn from the Cold War regarding government spending in technology sectors?