Dylan Patel

They kind of, they argue it out.

They get together and they talk and they argue.

And basically at some point, a guy somewhere says, I think we can move forward with this.

No documentation.

It's unholy.

It's kind of really interesting to see, to think about like the development of how Chinese AI models will differ from American AI models because of these changes or these constraints.

Right.

So it's like because of all the surveillance cameras there.

Sorry.

Because of all the surveillance cameras there.

They basically reroute the power from, when there was a power shortage in Taiwan, they basically rerouted power from the residentials.

I can only speak to the semiconductors part, even though I'm not an expert.

But I think the thing is TSMC can do it.

They'll do it.

I just wonder...

though he's right in that in a sense of 24 25 that's covered yeah but 26 27 that's that secret point where you have to say can the semiconductor industry and the rest of the industry be convinced that this is where the money is like where's money is like and that means is there money is there money by 24 25 how much how much revenue do you think the ai industry as a whole needs by 25 in order to keep scaling doesn't matter compared to smartphones compared to smartphones

I know he says it doesn't matter.

I'll get to it.

Yeah, it needs to be another smartphone size opportunity, right?

Like even the smartphone industry didn't drive this sort of growth.