Chris Krebs: If the U.S. market opens to Chinese manufacturers, 'we're toast'

Yeah, look, I think it's part of it is the conflation of the AI conversation. AI is a stack, right. I mean, you've got all sorts of aspects here from R&D, from chips, from design EDA.We've already seen that come up in the last year, relaxing on export controls on EDA tools like ASML and Tokyo. So, I you know, there's going to be bits and pieces along the AI conversation where there will be trades. I think we'll see cattle probably come back the battery manufacturer that is taking the ire of the Chinese comm ...