United States

“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.”

“Even, especially in the US, right, like, a lot of banks that you would think would be, like, historically maybe more conservative, like, maybe not the earliest technology adopters, like, they are very, like, AI forward and tech forward.”

“For OpenAI to go from like two gigawatts of compute this year to 30 with everything they've already announced, and then there's a plan for the next 125. Like, the United States uses 300.”

“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…”

“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…”

“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.”