The hidden supply chain costs of the AI boom

Economist Willy Shih discusses the complexities of global supply chains in the context of the AI boom and the ongoing political and economic disruptions. His new book, 'Where Does My Stuff Come From?', explores the economic principles behind these supply chains and the impact of tariffs and globalization on manufacturing. The conversation highlights the challenges of reshoring manufacturing to the U.S. and the continued dominance of China in global manufacturing.