Objects caught between two gravitational wells don’t remain stable. They either fall toward one center or the other—or they get torn apart by competing forces.
If you’re in a strategic sector with cross-bloc exposure, your neutrality has an expiration date. The only question is whether you choose proactively—on your timeline, with full options—or reactively, under pressure, with constrained choices.
Who’s Exposed
Chipmaker with Taiwan fabrication + China customers
Battery company sourcing minerals from China, selling to US automakers
Telecom equipment provider serving both markets
AI company with China R&D + US enterprise customers
The Playbook: Restructure Now
Timeline: Weeks to months, not quarters to years
Make the bloc choice. Deferring doesn’t preserve optionality—it means worse conditions later.
Build redundancy before disruption. Alternatives have lead times in years, not weeks.
War-game decoupling scenarios. Model Taiwan Strait escalation. Know your numbers.
Escalate to board as existential risk. This isn’t supply chain optimization—it’s strategic repositioning.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
![The Catalyst Quadrant [Mental Models]](https://i0.wp.com/substackcdn.com/image/fetch/%24s_%21fbSo%21%2Cw_1456%2Cc_limit%2Cf_auto%2Cq_auto%3Agood%2Cfl_progressive%3Asteep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5faaf8f9-8489-412f-905c-53258a6468b4_2540x1636.png?resize=150%2C150&ssl=1 "The Catalyst Quadrant [Mental Models]")
