NEW ODD LOTS: Chinese firms have a powerful response to the trade war. @tracyalloway and I had a must-listen chat with the great @Camrjohnson about how China’s manufacturers keep growing their businesses despite new impediments on selling into the US

Cameron talked about: - what product manufacturers are allocating to Vietnam et al - misunderstanding “transshipment” - the initial business halt in April, and what’s happened since then - How China is deepening its economic linkages with the rest of Asia ++

He also argued why in terms of AI, China is racing ahead in terms of actual implementation of the technology at the business level, and while in his view the competition is already not even close

Another theme we talked on was the link been between technology and SKU diversity. This also came up on an old episode with @ryanharlan, the degree to which, how as any given facility get more advanced, its ability to build more product variety grows