Turner Caldwell
speaker
475 appearances
3 recordings
2 series
first heard Jul 2025
last heard 13 May
Turner Caldwell’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in May 2026 with 2.
Appearances
States.
You know, it that is, I mean, that's very it's that's geopolitics, right?
You know.
That's not just markets, that's not just economics, that's not just innovation, that's geopolitics.
The the Chinese have been on they've been on top of this for 20 years.
And realized that this was a choke point where they were able would be able to get a huge amount of leverage over their competitors and adversaries.
Um, and I guess we're someplace in b you know in between those two things with with China.
And if they were able to subsidize them, they could drive out all the compet the competitors out of business, and because they go into literally everything of any importance, that they'd have massive um not just economic leverage, but like geopolitical leverage over
the United States.
And so that's a place where you know government needs to play a role because it's not a company v company competition.
It is a state actor v company competition as it stands right now.
And that's something that's critical to national security.
So you see that I think in a a number of other uh a number of other spaces, but you know the rare earth magnets is like is just a very obvious example of that where you can't um
A number.
Like yeah, a company can be super innovative and can do all the right things, but if it is facing a state actor as its competitor versus another company, like they're gonna lose.
Yeah, I mean look there's a there's a lot of signal, I think, in that in that move.
I mean th the uh at some point Apple has to realize that their supply chains are s really, really insecure.
And th this gets like another point on the rare earth magnets.
Like one of the things
Like the one of the what great sort of unintended consequences of uh the Liberation Day tariffs and and the and the general policy of a tariff policy coming out of the administration is that this actually was a t turned out to be a forcing function.
Showing 321–340 of 475 · page 17 of 24
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