Peter Zeihan: The Semiconductor Frontier
We’ve discussed how essential semiconductors are in our increasingly technological world, so here’s an update on ASML’s new High-NA EUV lithography machines. ASML already builds…
Thought Leader: Peter Zeihan
This week marked a low point for Republicans as they prepare for the 2024 elections: Former President Trump is once again the dominant force in the party, which is showing little indication of trying to appeal to swing voters.
Why it matters: By aligning with Trump’s grievances and promoting tougher abortion restrictions, it’s increasingly difficult for the GOP to win outside of deep-red strongholds.
Driving the news: Every potential Republican challenger to Trump (with the exception of former Govs. Asa Hutchinson and Chris Christie) has adopted the MAGA narrative that Trump is being treated unfairly by a politicized justice system — even when it’s in their interest to criticize the GOP frontrunner.
Zoom in: On the same day as Trump’s arraignment, voters in swing-state Wisconsin decisively rejected a right-wing judicial candidate in favor of a progressive one.
Between the lines: To hold Republicans’ narrow House majority, Speaker Kevin McCarthy will need to hang on to suburban districts where voters are open to backing Republicans but have grown tired of extreme politics.
What we’re watching: Other top swing-state Republican Senate contenders have avoided weighing in on Trump, knowing it’s a lose-lose situation. If they distance themselves from Trump, it hurts them in a Republican primary. But tie themselves too closely to the former president, and they’ll shed independents.
The bottom line: We’re a deeply divided and polarized country, split closely between left and right.
Peter Zeihan: The Semiconductor Frontier
We’ve discussed how essential semiconductors are in our increasingly technological world, so here’s an update on ASML’s new High-NA EUV lithography machines. ASML already builds…
Thought Leader: Peter Zeihan
Erika Ayers Badan: Gen Z and Knowing When to Quit
Alright we are back with the WORK Net/Net. Here’s what we’ve got: Gen Z isn’t into you as their boss, whatever project you have them…
Thought Leader: Erika Ayers Badan
Mark Esper on U.S. Strikes Against Alleged Drug Traffickers
Mark Esper weighs in on the Trump Administration’s continued military strikes against alleged Venezuelan drug traffickers and says: “I’d want to unravel the network, not…
Thought Leader: Mark Esper