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00:00Looking at what seems to be the most chaotic economic ups and downs in recent history,
00:05how do you see this? Do you see what's at stake here? Political pride,
00:08economic justice, or a new world order? I would say all of the above, but especially a new world
00:14order. I think the world is firmly now polarized, protectionist, and politicized. And where
00:20economics was driving politics, now it's completely the reverse. But really, I do see a
00:26bifurcation, inevitable and irreversible bifurcation between the US and China,
00:33really along the tech supply chain. It's very hard to go back to where we were because of all the
00:39uncertainty that has risen that will force companies to rethink, recalibrate, and regionalize
00:45production chains and so forth, and also countries to really focus on resilience. But I think all the
00:53global supply chain trend that has been completely reversed.