China

“The U.S. Could absolutely shut down the Chinese semiconductor supply chain, they won't, but, and China could absolutely shut down the U.S. One, actually, by the way.”

“I think, look, like, everywhere that isn't the US and China knows that we're, like, way behind on AI.”

“Western open science and research discourse has no, has lost the number one spot to China.”

“China, China has by far the most advanced supply chain in semiconductors if you just look at China itself, right?”

“What I think is most likely is that there is some sort of political coup or action. That destabilizes Taiwan in some way but doesn't actually, doesn't necessarily lead to an invasion, a full-scale invasion, and so sort of this is the best of the both worlds fo…”

“Between the US and China right now, there's like a dozen primary foundation model companies. Companies that are like at scale at some level of like critical mass. It's not going to be a dozen in three years, right? Like it just because these industries don't b…”

“So we lack technology, we lack mass manufacturing capacity, we lack the components, and we lack the rare earth materials. Sort of four layers in which we're behind this challenge.”

“And then if we look at, you know, electric car race, I think they're ahead of the US and ahead of the whole world, definitely ahead of Europe, which used to be sort of a car superpower. When you look at AI, I think they're almost where we are, maybe slightly b…”

“That's how I think we can compete. That's the only way we can compete. I think if we want to move forward, if we do not do that, then they will continue to win because they will outpace us on cost and they will outpace us on people.”

“Hafnium, 10 to 15 X in price, because China owns a majority of the supply chain, things like refractories, tampium, niobium.”