A hot potato: End Live Piracy Now is a new initiative against unlicensed streaming of live sports and events. More than 100 organizations want the EU to "end piracy" for good, with new laws that would shut pirate servers off even before a live show comes to an end. Which is easier said than done.
Why it matters: Earlier this month, the US government blocked the sale of specific chips to anyone in China. We see this as an important change by the government in the tactics they are deploying. The United States has gone from blocking specific companies in China, to blocking all companies and focusing on specific products.
This is a big change, and opens up the question – what exactly are they hoping to achieve? This matters obviously in that it can help us predict the outcome, but we increasingly hold the view that the government may not have entirely thought through how this will ultimately play out.