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
Questions about Florida Gov. Ron DeSantis’ political resilience — and fears of going toe-to-toe with former President Trump — have all but frozen the 2024 Republican field, delaying most of the leading prospects’ timelines for entering the race.
Why it matters: Despite dominating polling among Republicans looking for a Trump alternative, DeSantis hasn’t been tested in the klieg lights of a presidential election. His Republican detractors see him as a paper tiger who lacks the charisma necessary for a national campaign.
State of play: DeSantis himself is unlikely to make a final decision about running for president until at least May, after Florida’s legislative session ends.
Between the lines: DeSantis is already taking some hits on his right flank from South Dakota Gov. Kristi Noem over abortion. Florida currently has a 15-week abortion ban in place, but pro-life activists have been advocating for stricter limits.
Reality check: Even with a lackluster start to his campaign, Trump is still the Republican front-runner in primary polls.
The bottom line: We’re likely to see a historically slow start to a presidential campaign, with many “known unknowns” about the size and nature of the field.
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