Stephens: Money cannot fix US semiconductor deficit before 2027 Taiwan threat
Trey Stevens · The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare · Apr 6, 2026 · at 34:05
Trae Stephens, co-founder of Anduril and partner at Founders Fund, addresses US domestic semiconductor supply chain risks relative to geopolitical timelines.
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“Now we're in a position where almost no amount of money is going to fix this problem for us, certainly on a timeline of relevance as it pertains to the risk that Taiwan has in twenty-twenty-seven.”
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