Daniel Sullivan actually said...

Those companies and countries were very closely tracking what was going on with our legislation and the CHIPS Act.

I don't think that is a good idea, forcefully or not, but how do we think about that when we think about selective decoupling as well?

The more the Chinese Communist Party opens its mouth, the more I think our European allies are recognizing what the reality is.

Asymmetric advantage the Chinese have over us is that we have an entire finance class... very comfortable investing in not just China.