Joe Lonsdale
๐ค SpeakerAppearances Over Time
Podcast Appearances
And so they couldn't just take it all away.
Now, that said, they could massively slow down everything in global chip production.
They could definitely cut off all the newest stuff.
It would take a long time to redo it, which is why we're trying to obviously build what we can here.
But listen, it would set back AI.
by five or ten years.
Would it stop us from building drones?
No.
Like, we have another separate problem right now, which is that we don't do enough rare earth refining, which is something the Department of War has done a really good job trying to change.
There's been at least a couple companies they're putting a lot of money into to, you know, they're gonna mine rare earths, they're gonna refine rare earths, and you need those things to be able to build the magnets and the drones motors.
Like, most of the Ukrainian
drones on both sides involve China and their supply chain, which is not good for us.
That's a shame right now.
That's how it works.
So we've got to fix that.
But it's not necessarily just a TSMC problem.
That's a separate problem we've got to fix that we're working on.
Terafab, yeah.
You've got to bring someone on who knows more about it, because it's a new thing.
I have nothing but respect for Elon as the number one builder in the world.