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semiconductor supply chain

2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 24, 2026 by Dan Sundheim · across every show →

Everything said about semiconductor supply chain, oldest first

Feb 24, 2026 bearish
Prediction Not checkable as stated
Sundheim: Disrupting Taiwan's Semiconductor Supply Chain Would Trigger a Global Depression
“If that supply chain were to get screwed up or disremediated, we would have, like, a, Incredibly bad economy. On the order of, like, depression type economy.”
Dan Sundheim Feb 24, 2026 ▶ 1:17:03 Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best
Feb 24, 2026 neutral
Prediction Not checkable as stated
Sundheim: Replicating the semiconductor supply chain requires 10-20 years
“I think some understanding of we need 10 to 20 years to replicate this supply chain.”
Dan Sundheim Feb 24, 2026 ▶ 1:18:24 Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best
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