EPISODE 2 — All In or Fold: The Chip Table Showdown
- Author
- Ryan Fair
- Published
- Fri 15 Aug 2025
- Episode Link
- https://podcasters.spotify.com/pod/show/fairsoldier/episodes/EPISODE-2--All-In-or-Fold-The-Chip-Table-Showdown-e36t3oe
The Opening Hand
- U.S. firms still hold the technology ace — leading-edge AIchips.
- China is short-stacked but aggressively building its ownfab capacity.
- The 15% levy is the buy-in to stay in the China gamewithout being banned outright.
**Mic-Drop Joke:** We’re not just playing poker — we’reselling the other guy the deck, the chips, and the dealer’s manual.
