Dylan Patel

We talk about wanting that, but we don't actually put the money behind it.

The slot machine of where the American capital is being allocated, it's building the biggest data centers, it's training the best models.

Whereas in China, the capital is being allocated into growing the EV supply chain, growing the semiconductor supply chain, catching up in all these areas.

The U.S., sure, we want to catch up.

But then like you get to the point of like, okay, well, what happens in like three, four years, even if the US AI is amazing, the doomsday scenario of like China decides to blockade Taiwan or even invade it or create some political instability or try and so like people talk about like Cambridge analytics and like Russian trolls, whatever, like China could do a billion times that into Taiwan, especially with how good AI is now and somehow subvert it or coup or blockade or whatever and we no longer have Taiwan.

US economy kind of free falls because we can't make refrigerators without Taiwanese chips.

We can't, I mean, they're American companies chips, but made in Taiwan.

We can't make, you know, cars.

We can't make AI data centers.

We can't grow any of the cloud.

That means we can't deploy any more SaaS applications.

What the hell can we do?

Back to going to acquire all the talent, get them over here.

Right, right.

I think like that's sort of like the catch 22 of this all is like, if you push China too hard, they totally will like

you back someone into a corner, they're going to start swinging.

Whereas if you just bump into them at their shoulder and then keep walking, like it's fine, you know, like you pickpocket them, you run away, like it's fine.

But if you push them into a corner, it will like blow up.

But then there's all these like dynamics.

Like if you don't push them a little bit away from having the chips because they have all this talent,