Eyck Freymann
👤 SpeakerAppearances Over Time
Podcast Appearances
99% of the NVIDIA GPUs that are training the next quad and GPT are coming from Taiwan.
You don't want China to just seize those, let alone seize those factories completely intact with all the engineers.
So I think...
If they blockade, they create a panic.
They get the whole world against them in the same way the whole world is against Iran right now.
Yeah, much, much, much, much, much more likely.
Yes.
And I think much more likely they do what I call a quarantine or some have called an indirect control scenario.
What is quarantine?
What makes quarantine different from a blockade?
What's different is it's not saying nothing can come or go.
It's just saying we control what comes and goes.
Gotcha.
So it's saying you want to fly from San Francisco to Taipei.
Cool.
Connect in the port of Shanghai or the airport in Fuzhou and clear customs.
We'll decide whether or not.
Oh, you want to export these chips?
Terribly sorry.
You have to go through this port in China.