Alexandr (Alex) Wang

That's like, I mean, we were talking a little bit about like automated factories and automated industrials, like they're racing in that faster than any other country in the world.

And so I think that like, you can look at all these dimensions and this window, you know, there's, if they're gonna do it, they're gonna do it soon.

Yeah.

I mean, 95% of the high-end chips are manufactured in Taiwan.

And so what happens if China takes Taiwan?

So, yeah, we're gaming out.

So we were talking a little bit about this.

So let's say China blockades or invades Taiwan, then...

So these fabs are incredibly, incredibly valuable because as we were just describing, if you believe in the pace of AI progress and AI technology, then everything boils down to how much power you got, how many chips you've got.

And if they own 95% of the world's chip manufacturing capability, I mean, they're going to run away with it.

So then you look at that and you say,

Will the Taiwanese people bomb the TSMC data centers?

And or will the US bomb the TSMC data centers?

And or will some other country bomb the data centers?

Or sorry, not the data, the fabs, the TSMC chip fabs?

I think my personal belief, I don't think the Taiwanese do it because even if they get blockaded or invaded, those FAPs are still a huge component of Taiwan's survivability and Taiwan's relevance as an entity, even if they get blockaded or invaded by Taiwan.

So I don't think they do it.

China definitely doesn't do it because they

are invading partially to gain those capabilities.

And so then does the US bomb them?