Chip Wars Cast #4

Section about the 1980s strikes home. About Japan being replicators and the U.S. being the innovators. This was said right before Japan spent the next decade taking over the mantle of innovators. I’ve thought and probably casted something similar about China recently with @balajis.eth usually taking the opposite bull case.

While I don’t think I’m wrong on the long time scale, the dynamics could change and my thesis be proven wrong, like the way the dynamics with Japan changed in the 80s vs 90s. It makes me wonder what I’m missing/ignoring. What is Balaji seeing that I’m dismissing. Makes me think I need to spend more time learning and listening.

c/acc - 🏴‍☠️🌊 Bring me that Horizon 🍹
Gold League of Legends player

http://icebreaker.xyz/syed.fc

Interesting reflection on past and current innovation dynamics, prompting self-reflection and a willingness to learn from others