Thanks for explaining! In this case, I think I come away far less convinced by your conclusions (and the confidence of your language) than you seem to. I (truly!) find what you did admirable given the resources you seem to have had at your disposal and the difficult data situation you faced. And I think many of the observations you describe (e.g., about how orgs responded to your call; about donor incentives) are insightful and well worth discussing. But I also think that the output would be significantly more valuable had you added more nuance and caution to your findings, as well as a more detailed description of the underlying data & analysis methods.
But, as said before, I still appreciate the work you did and also the honesty in you answer here!
Hi Erich! Thanks for pointing out these two additional resources on semiconductor export controls; both look helpful! We decided to replace the older report you mention with the newer one you suggest, and to add Chris Miller’s article as a new resource. Should be all updated both here in the post, and in the original GoogleDoc. Thanks!