Alexandr (Alex) Wang

And if somebody is even three to six months behind you, then they're never going to catch up to you because you're running the self-improvement loop faster than anybody else.

And so this is a key idea.

I mean, I think it's a little bit theoretical right now.

Like, it's not clear whether or not this intelligence recursion is going to be how it plays out, but a lot of people in AI believe it.

And I probably believe it, too, that we will be able to use AIs to help us continue training the next AIs and improve things more quickly.

And if you believe that, then if we're, let's say, three to six months ahead of China, and we maintain that advantage, and we take off faster, then they're going to be way behind.

And then ultimately, we're going to be in a great position to say, hey,

Actually, we're way ahead, and you guys should quit your efforts.

We'll give you AI for all of your economic and humanitarian uses throughout your society, and we agree we're not going to battle on military AI.

So, yeah.

So the first thing is...

There's been hundreds of billions of dollars invested just into like the build out of those fabs and the the the called foundries but the build up of these of these large-scale chip factories effectively and the and all the high-end equipment and tooling inside of them hundreds of billions of dollars of investment so

First off, there needs to be hundreds of billions of dollars in investment in the US.

That's not the hard part.

The second part that's really the hard part is it's basically a large-scale factory operated by highly, highly skilled workers who are very experienced in those processes, and the whole thing operates like clockwork.

And unless you can get those people to the U.S., you know, you're going to have to, like, rebuild all that know-how and all that technical capability.

And that's what takes a really long time.

And that's one of the things, you know.

So TSMC, the Taiwan semiconductor, the company that builds these fabs, they have stood up,

a few fabs in Arizona.