Dylan Patel

Probably half the AI engineers in the world are Chinese, whether they're immigrated to America or not.

You look at the list of meta superintelligence, like it's like they poached like 80% Chinese people, right?

And like how many of them are from China versus being ABCs, right?

American born Chinese, like you could look it up, but it's like push China too hard.

They have the talent.

They could go crazy.

They could, if we no longer have Taiwan, actually China could build a way bigger cluster than us.

And if compute is all that matters, they could do all of these things and they own the means of production for everything.

There's this like challenging aspect of geopolitical risk.

That's why people don't want to invest in TSMC, but it's like almost like you can't invest in Amazon or Apple or Google or like Microsoft if you have geopolitical risk.

If you believe Taiwan has risk.

And so it's like, YOLO, invest in TSMC.

I know a lot of people, PMs are like, oh, you can't invest in TSMC because geopolitical risk.

And it's like, no, dude, you can't invest in fucking Apple.

I'm having a hard time because everyone I like think of is just like more bearish than me, but they're not like bears.

There's some of the AI researcher gods, Yann LeCun and these kind of people who are AI bears.

I respect them.

I like their ideas.

I think they're completely wrong.

The ways we're doing this won't work.