[conspire] (OT) Peter Zeihan, geopolitics writer

[Rick Moen]

Quoting Tony Godshall (apgodshall at gmail.com):

> I find his analysis of semiconductor manufacturing shortages particularly
> insightful. 28 minutes in
>
> https://youtu.be/BSpT0yEtFBY?start=28m 

Yes, a lot of people seem to have utterly missed the fact that China
has _never_ had the ability to make or design high- or medium-end chips,
and doesn't even have the ability or domestic expertise to make or
maintain the equipment that make low-end chips (such as IoT or the chips 
in Casio watches).  _And_ have just had even the ability to _import_ any
such things, or have assistance from US persons taken away (by the Biden
admin).

Here on his YouTube channel, he elaborate more.
https://www.youtube.com/watch?v=tQ_HeCalYq8
https://www.youtube.com/watch?v=tochLfjWuM4

China _really_ doesn't like Zeihan, for reasons like these:
https://www.youtube.com/watch?v=QzT38jCUpgU
https://www.youtube.com/watch?v=d0BNUF9ItmQ