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by mrtksn 29 days ago
Everyone is using something from someone, you can even argue that US owes India and Europe huge compensation because pretty much everything US did in the last half century was made using technology or people funded by those people. Johny Ive is British, Almost all the AI stuff is created by Europeans, Israelis, and Canadians - thus funded by their respective taxpayers.

The thing about the US losing its grip on the world and the collapse of the global world order means that the words on the paper don't mean much. Embargoes on Russia didn't mean much so Europeans are physically taking over their ships and Ukrainians are physically sinking the rest of their ships. In Iran nothing other than physically sinking ships and blowing up places meant anything.

Europeans can ship EUV machines because they are physically building them for people who will use these to physically build the most valuable products currently there is. US wasn't able to enforce its will to Iran, what if Koreans, Europeans and the Chinese decide that its not into their interest to act according to US courts?

4 comments

The collapse of global trade would greatly reduce economic efficiency, output, and investment. It has been coming for while, though greatly accelerated by the orange pdf file. It takes a lot longer to build systems of trust and belief in enforcements of global order than to disrupt them. I suppose we'll move closer to the fear side of the financial/political axis from the greed side.
If history is any guidelines that would be how World War III starts.

There is nothing that stops US from building their own Memory Fabs, or asking / funding Micron building more US Fabs. It will cost a more, but the complexity is certainly no where near replicating TSMC.

US is in a very advantageous position regarding geography and resources but its problem is that its geared towards having access to the whole worlds markets. Apple, Google etc. are all possible because they server billions of people, not just 350M. IMHO US will have serious internal trouble for years, eventually stabilizing and being a nice place again.
>Apple, Google etc. are all possible because they server billions of people, not just 350M

Most of their revenue comes from America. Not all countries have the same profit margin per user.

Not true, less than half of Apple’s revenue is from US, %42 last year. Europe is %26, China %16.
Apple would still be a viable business if it made 42% of what it currently makes.
Apple is amazing company and has amazing abilities, it's just that it doesn't have its own production ability and its %60 dependent on non-US consumer base. It will have to start producing its own products at %60 reduced market in the case of the hypothetical collapse of the global trade and supply chains.

So, even if Apple can eventually be fine is it going to be $4T fine?

Yes! But the point here is that producing apple products in the US would probably turn that 1000 dollar toy into 3000 dollar toy, which would in turn result in the sales going down as well.

Global economy means global price competition.

Another interesting effect is that industrial countries typically have MUCH lower average salaries.

You are going to have to cite more for those claims. Steve Jobs was born in San Francisco. He is as Syrian as Trump is.

This is as biased an Anti-US take as any. Will not grace the rest of the claims with a response.

> Steve Jobs is Syrian

lol he is not. at no point was he a syrian. his mom was from ohio or something.

Steve Jobs’s dad, his biological dad, is Syrian, and he may still be alive because he outlived his son lived in northern Nevada, Steve’s circumstances somewhat similar to Barack Obama, where two college students in the fifties early sixties, who were unmarried had an unexpected pregnancy.

Note Steve’s biological mom and biological dad, the Syrian, kept their second child, a girl, and Steve even met her later on in life.