Dylan Patel

So I'd be like, add a few years to that, which is how you get something similar to 2030 or a little after 2030.

So I'd be like, add a few years to that, which is how you get something similar to 2030 or a little after 2030.

So I'd be like, add a few years to that, which is how you get something similar to 2030 or a little after 2030.

So many of these AI teams are all people without a US passport.

So many of these AI teams are all people without a US passport.

So many of these AI teams are all people without a US passport.

I think we need to make the point clear on why the time is now for people that don't think about this, because essentially with export controls, you're making it so China cannot make or get cutting edge chips. And the idea is that If you time this wrong, China is pouring a ton of money into their chip production.

I think we need to make the point clear on why the time is now for people that don't think about this, because essentially with export controls, you're making it so China cannot make or get cutting edge chips. And the idea is that If you time this wrong, China is pouring a ton of money into their chip production.

I think we need to make the point clear on why the time is now for people that don't think about this, because essentially with export controls, you're making it so China cannot make or get cutting edge chips. And the idea is that If you time this wrong, China is pouring a ton of money into their chip production.

And if you time it wrong, they are going to have more capacity for production, more capacity for energy, and figure out how to make the chips and have more capacity than the rest of the world to make the chips because everybody can buy. They're going to sell their Chinese chips to everybody. They might subsidize them.

And if you time it wrong, they are going to have more capacity for production, more capacity for energy, and figure out how to make the chips and have more capacity than the rest of the world to make the chips because everybody can buy. They're going to sell their Chinese chips to everybody. They might subsidize them.

And if you time it wrong, they are going to have more capacity for production, more capacity for energy, and figure out how to make the chips and have more capacity than the rest of the world to make the chips because everybody can buy. They're going to sell their Chinese chips to everybody. They might subsidize them.

And therefore, if AI takes a long time to become differentiated, we've kneecapped the financial performance of American companies. NVIDIA can sell less. TSMC cannot sell to China. So therefore, we have less demand to therefore keep driving the production cycle. So that's the assumption behind the timing being important.

And therefore, if AI takes a long time to become differentiated, we've kneecapped the financial performance of American companies. NVIDIA can sell less. TSMC cannot sell to China. So therefore, we have less demand to therefore keep driving the production cycle. So that's the assumption behind the timing being important.

And therefore, if AI takes a long time to become differentiated, we've kneecapped the financial performance of American companies. NVIDIA can sell less. TSMC cannot sell to China. So therefore, we have less demand to therefore keep driving the production cycle. So that's the assumption behind the timing being important.

And the tools.

And the tools.

And the tools.

I think the fulcrum point is the transition from 7 nanometer to 5 nanometer chips, where I think it was Huawei that had the 7 nanometer chip a few years ago, which caused another political brouhaha, almost like this moment. And then it's the ASML deep UV, what is that?

I think the fulcrum point is the transition from 7 nanometer to 5 nanometer chips, where I think it was Huawei that had the 7 nanometer chip a few years ago, which caused another political brouhaha, almost like this moment. And then it's the ASML deep UV, what is that?