Taiwan
3 statements across 2 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 5, 2023 by Dylan Patel · said 39 times in 8 episodes since 2023 · across every show →
Mentions by year
brought up most by Dylan Patel (9), Shawn Wang (7), Noah Smith (3), Ethan Sutin (3), Jungwon Byun (1), Eiso Kant (1), Doug O'Laughlin (1), Andrew Hsu (1)
tap a year for its mentions
2026 25 mentions in 4 episodes 6 per episode
- Dylan Patel Explains the AI War While Cooking | In-Context Cooking
- FPV Drones -The Next War Is Already Here — Yaroslav Azhnyuk, The Fourth Law & Noah Smith, Noahpinion
- Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis
- The AI Frontier: from open weights to open research — Eiso Kant, Poolside AI
- every mention in 2026, scene by scene →
2025 6 mentions in 2 episodes 3 per episode
2024 1 mention in 1 episode
2023 7 mentions in 1 episode
Everything said about Taiwan, oldest first
Dec 5, 2023 bearish
Patel: TSMC's Arizona fab still depends on Taiwan for masks and shipping
“TSMC is building a fab in Arizona. It's quite a bit smaller than the fabs in, in, in Taiwan, but even ignoring that, those fabs still have to ship everything to Taiwan back anyways. And also they have to get what's called a mask from Taiwan and get sent to get…”
Feb 26, 2026 neutral
Dylan Patel: TSMC will obey US export controls even under KMT
“Even if the KMT wins, it's not like TSMC starts disobeying American export restrictions because The way American export restrictions are upheld is that Taiwan utilizes American banking systems, American equipment industries, and so they'll still have to uphold…”
Feb 26, 2026 neutral
Dylan Patel: Political coup in Taiwan is more likely than full invasion
“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…”