Episode 104

House Speaker Vote, Lawrence Lessig on Mickey Mouse, Chip Supply Chain

Ravi and Joe start with the unprecedented leadership battle transpiring on Capitol Hill and its consequences on the House Republican majority. Ravi then talks with Harvard Law professor Lawrence Lessig about Mickey Mouse entering the public domain, what that means for everyday consumers and heavyweights like Disney. Finally, Ravi and Joe disentangle Apple’s complex supply chain before examining how their dependency on other nations affects the United States.


House Speaker Vote [4:42]

Live Vote Count: Tracking the House Speaker Votes (The New York Times, 1/5/23)
The House adjourns, still without a speaker (NPR, 1/4/23)
Trump calls for all Republicans to back McCarthy for Speaker (The Hill, 1/4/23)
Matt Gaetz says ‘you cannot put the biggest alligator in charge’ to ‘drain the swamp’ in opposing Kevin McCarthy’s bid for speaker: ‘I’m a Florida man and I know of what I speak’ (Yahoo, 1/3/23)
GOP Rep. Ken Buck says McCarthy should consider stepping aside (The Hill, 1/4/23)
Kevin McCarthy’s Hat Trick of Humiliation (Bulwark+, 1/4/23)
Kevin McCarthy faces open GOP revolt as House fails to elect speaker (The Washington Post, 1/3/23)
How the House Election for Speaker Works: What to Know (The Washington Post, 1/3/23)
A Failed Speaker Vote for Kevin McCarthy Would Be a Historic Event (The New York Times, 1/2/23)

Lawrence Lessig on Mickey Mouse [19:19]
Chip Supply Chain [46:49]

Just How Badly Does Apple Need China? (The Atlantic, 12/28/22)
U.S. Pours Money Into Chips, but Even Soaring Spending Has Limits (The New York Times, 1/1/23)
Biden Administration Clamps Down on China’s Access to Chip Technology (The New York Times, 10/7/22)
Major semiconductor producing countries rely on each other for different types of chips (Peterson Institute for International Economics, 10/11/22)
Apple’s dependence on China reduced to 36%, but iPhone remains hugely exposed (9to5Mac, 11/30/22)
Apple’s Extreme Dependence on China Can No Longer Be Ignored (The Motley Fool, 11/28/22) 
Analysis: Apple supply chain data shows receding exposure to China as risks mount (Reuters, 11/29/22)
Why Apple can’t quit China (CNN, 7/28/22)
The CHIPS and Science Act: Here’s what’s in it (McKinsey & Company, 10/4/22)