Skip to content
By using Twitter’s services you agree to our Cookies Use. We and our partners operate globally and use cookies, including for analytics, personalisation, and ads.
  • Home Home Home, current page.
  • About

Saved searches

  • Remove
  • In this conversation
    Verified accountProtected Tweets @
Suggested users
  • Verified accountProtected Tweets @
  • Verified accountProtected Tweets @
  • Language: English
    • Bahasa Indonesia
    • Bahasa Melayu
    • Català
    • Čeština
    • Dansk
    • Deutsch
    • English UK
    • Español
    • Filipino
    • Français
    • Hrvatski
    • Italiano
    • Magyar
    • Nederlands
    • Norsk
    • Polski
    • Português
    • Română
    • Slovenčina
    • Suomi
    • Svenska
    • Tiếng Việt
    • Türkçe
    • Ελληνικά
    • Български език
    • Русский
    • Српски
    • Українська мова
    • עִבְרִית
    • العربية
    • فارسی
    • मराठी
    • हिन्दी
    • বাংলা
    • ગુજરાતી
    • தமிழ்
    • ಕನ್ನಡ
    • ภาษาไทย
    • 한국어
    • 日本語
    • 简体中文
    • 繁體中文
  • Have an account? Log in
    Have an account?
    · Forgot password?
    New to Twitter?
    Sign up
Molson_Hart's profile
Molson Hart
Molson Hart
Molson Hart
@Molson_Hart

Tweets

Molson Hart

@Molson_Hart

CEO at http://amazon.com/viahart . CEO at http://edisonlf.com . I tweet about business, e-commerce, supply chain, health, law, & infrastructure

Austin, TX
Joined July 2015

Tweets

  • © 2020 Twitter
  • About
  • Help Center
  • Terms
  • Privacy policy
  • Imprint
  • Cookies
  • Ads info
Dismiss
Previous
Next

Go to a person's profile

Saved searches

  • Remove
  • In this conversation
    Verified accountProtected Tweets @
Suggested users
  • Verified accountProtected Tweets @
  • Verified accountProtected Tweets @

Promote this Tweet

Block

  • Tweet with a location

    You can add location information to your Tweets, such as your city or precise location, from the web and via third-party applications. You always have the option to delete your Tweet location history. Learn more

    Your lists

    Create a new list

    Under 100 characters, optional
    Privacy

    Copy link to Tweet

    Embed this Tweet

    Embed this Video

    Add this Tweet to your website by copying the code below. Learn more

    Add this video to your website by copying the code below. Learn more

    Hmm, there was a problem reaching the server.

    By embedding Twitter content in your website or app, you are agreeing to the Twitter Developer Agreement and Developer Policy.

    Preview

    Why you're seeing this ad

    Log in to Twitter

    · Forgot password?
    Don't have an account? Sign up »

    Sign up for Twitter

    Not on Twitter? Sign up, tune into the things you care about, and get updates as they happen.

    Sign up
    Have an account? Log in »

    Two-way (sending and receiving) short codes:

    Country Code For customers of
    United States 40404 (any)
    Canada 21212 (any)
    United Kingdom 86444 Vodafone, Orange, 3, O2
    Brazil 40404 Nextel, TIM
    Haiti 40404 Digicel, Voila
    Ireland 51210 Vodafone, O2
    India 53000 Bharti Airtel, Videocon, Reliance
    Indonesia 89887 AXIS, 3, Telkomsel, Indosat, XL Axiata
    Italy 4880804 Wind
    3424486444 Vodafone
    » See SMS short codes for other countries

    Confirmation

     

    Welcome home!

    This timeline is where you’ll spend most of your time, getting instant updates about what matters to you.

    Tweets not working for you?

    Hover over the profile pic and click the Following button to unfollow any account.

    Say a lot with a little

    When you see a Tweet you love, tap the heart — it lets the person who wrote it know you shared the love.

    Spread the word

    The fastest way to share someone else’s Tweet with your followers is with a Retweet. Tap the icon to send it instantly.

    Join the conversation

    Add your thoughts about any Tweet with a Reply. Find a topic you’re passionate about, and jump right in.

    Learn the latest

    Get instant insight into what people are talking about now.

    Get more of what you love

    Follow more accounts to get instant updates about topics you care about.

    Find what's happening

    See the latest conversations about any topic instantly.

    Never miss a Moment

    Catch up instantly on the best stories happening as they unfold.

    1. Brad Setser‏ @Brad_Setser May 14
      • Report Tweet
      • Report NetzDG Violation

      I suspect most people believe that the United States pays for its imports of manufactures (cars, toys, shoes, phones, etc) by exporting software and semiconductors ... But that isn't exactly what the trade data shows. 1/npic.twitter.com/1bESqrrqX9

      7 replies 25 retweets 73 likes
      Show this thread
    2. Brad Setser‏ @Brad_Setser May 14
      • Report Tweet
      • Report NetzDG Violation

      The "Wintel" (windows/ microsoft + intel) trade surplus used to be around 0.3 pp of US GDP. But it has slid over time to about 0.15 pp of US GDP -- a third of the Boeing +GE aircraft and aircraft engines surplus as its peak. 2/npic.twitter.com/mXJEdm32Ed

      1 reply 3 retweets 26 likes
      Show this thread
    3. Brad Setser‏ @Brad_Setser May 14
      • Report Tweet
      • Report NetzDG Violation

      US exports of software (as measured) haven't grown over the last 15 years as a share of GDP .... US exports of chips have fallen as a share of US GDP 3/npic.twitter.com/RrG1lgsvcP

      5 replies 4 retweets 19 likes
      Show this thread
    4. Brad Setser‏ @Brad_Setser May 14
      • Report Tweet
      • Report NetzDG Violation

      The lesson here is that the actual trade data often doesn't map to popular (or equity market) expectations. Software exports are way smaller than people think (and a quarter go to Ireland --which is a hint as to why). And chip manufacturing has increasingly been offshored 4/n

      6 replies 4 retweets 36 likes
      Show this thread
    5. Brad Setser‏ @Brad_Setser May 14
      • Report Tweet
      • Report NetzDG Violation

      Which is part of the backstory behind today's TSMC announcement ... 5/5https://www.wsj.com/articles/taiwan-company-to-build-advanced-semiconductor-factory-in-arizona-11589481659 …

      2 replies 4 retweets 22 likes
      Show this thread
    6. Molson Hart‏ @Molson_Hart May 14
      • Report Tweet
      • Report NetzDG Violation
      Replying to @Brad_Setser

      I'm not a chip supply chain expert, but why is TSMC doing this? US government subsidies? Is Taiwan really that bullied by China that they cannot build their chip plants anywhere but the USA? Why not Vietnam?

      1 reply 0 retweets 0 likes
    7. Samuel Lee‏ @svrnco May 14
      • Report Tweet
      • Report NetzDG Violation
      Replying to @Molson_Hart @Brad_Setser

      Probably a combination of cautionary diversification (avoid future tariffs and the business risk of having production in one place), reasonable cost, highly skilled labor force, strong intellectual property rights, and I'm sure some subsidies.

      2 replies 0 retweets 1 like
    8. Molson Hart‏ @Molson_Hart May 14
      • Report Tweet
      • Report NetzDG Violation
      Replying to @svrnco @Brad_Setser

      Reasonable cost? Compared to...Switzerland? Out of my area of expertise, but does the US really have that much domestic chip demand? I guess if these chips went into phones assembled in Asia the tariffs would only apply to the portions not manufactured here.

      1 reply 0 retweets 0 likes
    9. Brad Setser‏ @Brad_Setser May 14
      • Report Tweet
      • Report NetzDG Violation
      Replying to @Molson_Hart @svrnco

      US chip demand is the demand embedded in the end product. shipping costs of chips are trivial

      1 reply 0 retweets 1 like
    10. Molson Hart‏ @Molson_Hart May 14
      • Report Tweet
      • Report NetzDG Violation
      Replying to @Brad_Setser @svrnco

      Still though, why not Vietnam?

      1 reply 0 retweets 0 likes
      Molson Hart‏ @Molson_Hart May 15
      • Report Tweet
      • Report NetzDG Violation
      Replying to @Molson_Hart @Brad_Setser @svrnco

      Molson Hart Retweeted 傅道格 Doug Fuller

      Worth a readhttps://twitter.com/FuDaoge/status/1261161656408633346?s=20 …

      Molson Hart added,

      傅道格 Doug Fuller @FuDaoge
      1/there's a lot not to be excited about in this announcement. first, the fab is going to be small and paid for in part by the federal government https://www.wsj.com/articles/taiwan-company-to-build-advanced-semiconductor-factory-in-arizona-11589481659 … via @WSJ
      Show this thread
      8:56 AM - 15 May 2020
      • 1 Like
      • Samuel Lee
      0 replies 0 retweets 1 like

      Loading seems to be taking a while.

      Twitter may be over capacity or experiencing a momentary hiccup. Try again or visit Twitter Status for more information.

        Promoted Tweet

        false

        • © 2020 Twitter
        • About
        • Help Center
        • Terms
        • Privacy policy
        • Imprint
        • Cookies
        • Ads info