Taiwan

“You know, you don't want necessarily to give Taiwan the ability to strike deep into mainland China, that Ukrainians would a hundred percent be doing that if we gave them tools to do that into Russia.”

“It actually really favors the defender. Now, if you can operate in this new way it would be immensely hard for any sort of successful invasion of, you know, Taiwan to actually play out because of You know, what we've learned and what we've seen and how the US …”

“And so I'm increasingly wondering whether Japan emerges as sort of a second source location and part to geopolitically hedge Taiwan.”

“If you turn the pain dial all the way up for China in export controls and if AI chips are the currency of economic power in the future, then this increases the probability that they want to invade Taiwan.”

“Huawei is still getting you know, wafers in Taiwan from TSMC through, like, shell companies, right?”

“We have 90% reliance on critical minerals that are refined in China, on semiconductors that are manufactured in Taiwan.”