>>Europe won't be able to catch that. If we cut the chip supply right as things take off, China might not either.

My immediate thought is - why is it a race. Like holy shit imagine if we could actually work together instead of having this mentality of "if we work hard the other countries won't catch that". As someone who grew up in the golden age of globalization and rise of the information superhighway, the way countries are just siloing themselves and treating everything as a zero sum game is both sad and scary - that's exactly how you lead the world on a path to another world war - telling yourself that you don't need anyone else and in fact you need to beat them to the punch and everyone else is your opponent. If an alien race was looking at us right now they'd be shaking their heads.

People tend to choose extremes. Either a total globalization or zero-sum games only. Everything in between bears risks of a cognitive overload so should be avoided at all costs.

I think when Europe failed to handle Ukraine on their own, the optics started looking pretty bad.