On Pivoting To China & South Korea’s AI Boom

With global trade alliances shifting as a result of Trump’s tariffs and impulsivity, more and more nations are rekindling ties with China. The geopolitical angle, says William, may be not “Sell America” but “Pivot to China.” China offers a level of predictability that the US no longer does, but it faces epic economic challenges. … Also: A big beneficiary of the AI boom is South Korea, both its largest company Samsung and its economy broadly. In many ways, Samsung is a microcosm of South Korea. Both face similar vulnerabilities and challenges.