Joe Weisenthal

I think there's another issue which we didn't get into, which is political appetite for war, you know, especially after the Iraq war is diminished.

The current war in Iran is not popular, pretty clearly, regardless of whether it's wise or regardless of how serious the economic toll is.

And so I think another interesting and important dimension here is

Look around and I'd be curious like how many – okay, we can sit here and make the argument, look, we really need chips or we need to defend this principle, whatever, et cetera.

Is there really the domestic political appetite for massive conflict, et cetera?

I don't really know.

Even beyond the economic question –

Does the appetite exist?

But I really enjoyed that conversation.

It was certainly very interesting hearing him, for example, walk through the math of how much oil China has and how long it would be able to go with its existing stockpiles.

And it does seem right, this question of whether there will ever be some sort of serious change to the China-Taiwan relationship, etc.,

It's a complicated one on many dimensions, as he said in the beginning.

Almost one of the most complicated questions there is.

We have to start paying attention to the upcoming Taiwanese election and start wondering whether the government in Taiwan will continue to be enthusiastic about the idea of the U.S.

building chip capacity.

This is a new dimension of international relations and so forth that we have to key in on.

The one thing I will say is I do want to go to Taiwan.

But the one thing I will say is I always want to learn more about the domestic policy of other countries, because I do think it's very easy to look at the U.S.

and say, OK, here I know a fair amount about American domestic policy.

And then you hear about like, and here's Taiwan's policy.