Balaji Srinivasan

But here we are.

So can you guys see this?

The CSAS?

Not yet.

So the U.S.

military exhausted its inventory of some types of long-range missiles within the first week of a Taiwan conflict.

Taiwan used up its entire inventory of anti-ship.

So it's not, forget about a long war.

It's basically, it like just goes to zero very, very, very, very quickly, right?

And so this is also, this is a graph I was saying with the US military is made in China.

There's a JDAM, the Tomahawk, the supplier supplier is in China, okay?

And this dominance has been increasing over time.

There's some like, you know, attempt to kind of stop this over here.

But basically the thing about, so, you know, the thing about a supply chain is I've actually managed supply chains in, you know, biotech and genomics.

Um,

It is complicated for the following reasons.

First is, the very simplest is, you've got a list of your parts in a spreadsheet, and you've got supplier one, supplier two, supplier three, and country A, country B, country C, price A, price B, price C. And the thing is, what you first don't know is who their vendors' vendors are, right?

Because those vendors change over time.

Any supply chain is dynamic, right?

Especially when you've got crazy tariffs and trade war and so on, you're constantly re-optimizing it and so on.