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chrsw | 2 days ago

I understand the logic of getting out of China, and the reasoning is sound. However, cost is the bigger issue. Are you willing to pay more for your computers and electronics? Is your neighbor? Is your company? Are your investors?

The pressure to reverse this disaster will always be there but material change isn't realistic. We have neither the capacity nor a strong enough inclination to built out an industrial base anywhere near what China can do. I understand China is supplying the whole world and we'd only need to supply ourselves to achieve security, but that also makes the cost problem even worse.

Chips will come from Taiwan and everything else will come from China for the foreseeable future unless like you said there's a major disruption from somewhere. Without that, I only see one pathway everyone can stomach: continue growing the economy, which includes leveraging China's industrial and labor base, and hope any political differences with China can be mitigated diplomatically.

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