In this video, I’m basically ranting (with love) about how messy the whole AI + chip supply chain situation is getting—especially once the U.S. government starts leaning into restrictions aimed at China. When you zoom out, it doesn’t look like “just tech” anymore. It starts to look like geopolitics steering the direction of the semiconductor industry, and that’s where things get weird fast. I talk about how China’s chip industry relies on key tools and components, and how the U.S. is moving toward banning a critical ingredient needed to manufacture certain chips—think CPUs and processors. And yeah, I said it straight: if you look a little behind the headlines, it’s not good. Not even a little. My take is simple: I’m pro open trade and free trade, because once you start pulling these levers, it hits competition, manufacturing, and eventually the phones and devices we all end up buying. The takeaway: AI is cool, but the politics around AI chips is turning into a real choke-point, and it’s going to ripple through mobile tech.