supply chain

“Controlling doesn't necessarily mean owning. You can choose to own and build certain parts of the supply chain, because there aren't existing high quality service providers, which is the case for some parts of the supply chain in India. But for certain parts o…”

“I think the best way of running supply chain is to delay every decision to the last moment, because then you have time to get more data to look at the demand and look at other market factors.”

“The legacy car companies at this point just assemble cars. You know, so they would have to change every bit of the supply chain. They don't make any of the parts.”

“All these things we're going to need to either reshore or vertically integrate within the companies who are building the end product.”

“For an AI to actually reproduce itself, it would need to have physical robots going and mining Or, and constructing data centers, and making chips, and handling that full supply chain, and then The AI brain, like the queen of an ant colony, would have to give …”