Andrew Ross Sorkin

Yeah, I would just add to that that you hear this criticism of Trump a lot, which is that, OK, he's right on the issue or his instincts are correct, but there should be a nicer way of doing it. And I guess I would give that story more credence if the people making that criticism had actually been advocating for a change in the status quo prior to Trump. And they weren't.

Yeah, I would just add to that that you hear this criticism of Trump a lot, which is that, OK, he's right on the issue or his instincts are correct, but there should be a nicer way of doing it. And I guess I would give that story more credence if the people making that criticism had actually been advocating for a change in the status quo prior to Trump. And they weren't.

I mean, we had this bipartisan globalist consensus that pretty much all trade practices with China, no matter how unfair they got, was basically good for the United States. And no one was really doing anything about it. until President Trump made it this issue and made the unfair trade practices conspicuous.

I mean, we had this bipartisan globalist consensus that pretty much all trade practices with China, no matter how unfair they got, was basically good for the United States. And no one was really doing anything about it. until President Trump made it this issue and made the unfair trade practices conspicuous.

So if somebody else had been willing to take that on, then I maybe would give credence to this idea that there's some non-Trumpian way of doing this. But I just don't think that's the way our political system works. I think that the way our political system works is that you have to completely shift the conversation first to create a new consensus, and then you work out the deals.

So if somebody else had been willing to take that on, then I maybe would give credence to this idea that there's some non-Trumpian way of doing this. But I just don't think that's the way our political system works. I think that the way our political system works is that you have to completely shift the conversation first to create a new consensus, and then you work out the deals.

And that process can be a little bit disruptive.

And that process can be a little bit disruptive.

I don't know how long it's going to take. But look, I think one of the big lessons here over the past 25 years, is that you have security first. Security has to be worked out first, then you have trade. If you build your whole supply chain and all your trading relationships with countries that are fundamentally adversarial to your interests, and we can get into that part of the...

I don't know how long it's going to take. But look, I think one of the big lessons here over the past 25 years, is that you have security first. Security has to be worked out first, then you have trade. If you build your whole supply chain and all your trading relationships with countries that are fundamentally adversarial to your interests, and we can get into that part of the...

the US-China relationship, but I think most people would say that we're in some version of a new Cold War with China. Obviously, you're going to have to revise your trade relationships because, again, we can't be dependent on an adversary for core components that then go into our military, for example. So security always has to come first, then you work out trade.

the US-China relationship, but I think most people would say that we're in some version of a new Cold War with China. Obviously, you're going to have to revise your trade relationships because, again, we can't be dependent on an adversary for core components that then go into our military, for example. So security always has to come first, then you work out trade.

And I think that India is fundamentally extremely aligned with us on security because they view their biggest potential threat and adversary as being China. And that is basically the way that the U.S. sees the world as well. And so I do think that the U.S.-India relationship is just very aligned.

And I think that India is fundamentally extremely aligned with us on security because they view their biggest potential threat and adversary as being China. And that is basically the way that the U.S. sees the world as well. And so I do think that the U.S.-India relationship is just very aligned.

And I think, therefore, the investments that get made and the trade relationships that get forged will be very stable over the next couple of decades. Whereas if you make a big investment in a country that could be your adversary, you should expect that that relationship could get disrupted.

And I think, therefore, the investments that get made and the trade relationships that get forged will be very stable over the next couple of decades. Whereas if you make a big investment in a country that could be your adversary, you should expect that that relationship could get disrupted.

I just think the structural realities just make it a good place to invest because I just think that India and the US are going to be very aligned for a long time. Agreed. Again, their main security threat is China. And our main security threat is China. And that's just not going to change for probably the entire 21st century.

I just think the structural realities just make it a good place to invest because I just think that India and the US are going to be very aligned for a long time. Agreed. Again, their main security threat is China. And our main security threat is China. And that's just not going to change for probably the entire 21st century.

Smart. Smart. Look, India is a country that has two great powers in its neighborhood. China and Russia. It has a contested border with China. They've had border skirmishes. When you have a country that is much more powerful, that's actually a security threat to you, you then seek good relations, even possibly an alliance with the other great power in the neighborhood.

Smart. Smart. Look, India is a country that has two great powers in its neighborhood. China and Russia. It has a contested border with China. They've had border skirmishes. When you have a country that is much more powerful, that's actually a security threat to you, you then seek good relations, even possibly an alliance with the other great power in the neighborhood.