Taiwan

“You know, even, even if you're an EA type of person or, you know, you're a pacifist or whatever, or if you're into climate change or like, you know, pick, pick any industry that you think is important. Like good luck running compute on GPT-III if there are no …”

“The same thing that makes Taiwan difficult to invade makes it very difficult to resupply. There's no Poland next door that we can resupply through.”

“If, There was even a blockade scenario that played out. It would be profoundly disruptive to the global economy. I mean, you're talking trillions of dollars lost in even the low end modeling for something like this.”

“If Taiwan falls, it will make our ability to fulfill our treaty commitments with Japan and the Philippines, Impossible.”

“For Deep Seek specifically, there was the part that limited speech about politically sensitive topics in China. So this is stuff like, you know, Taiwan or Tiananmen Square, that kind of thing. And it's pretty clear that that was Basically a separate system fro…”

“This is an island country. That is, you know, seven days away from a total energy block, blackout if they get an oil and gas blockade from China so that they can't bring in ships to deliver oil and fuel.”

“A good example is, you know, there's nothing about Taiwan's, there's no special silicon on Taiwan's beaches. That make it the best place to fabricate advanced semiconductors. And so if you are expecting to just see everybody kind of having natural advantage in…”

“My thesis on this is because of the one child policy is going to really drop off China's population very quickly at a certain period of time. It creates this forcing function where in my opinion that the Taiwan scenario is more likely to happen because if they…”