Lex Fridman

So you're having conversations with TSMC, with ASML.

Upstream, downstream.

So that's the thing.

Yeah, the whole thing.

I mean, but that's so... There's so much incredibly difficult engineering that happens in the entire semiconductor industry.

And it just feels scary how intricate the supply chain is, how many components there are.

So it's interesting that you don't list that as the thing that keeps you up at night in the list of blockers.

So a lot of it is about relationships and building a shared view of the future.

Yeah.

But do you worry about certain bottlenecks?

I mean, what are the biggest bottlenecks in the supply chain?

Are you worried about ASMLs, EUV tooling?

Are you worried about the packaging, co-op packaging of TSMC, about how fast it could scale?

Like you said, you're not only growing incredibly fast, you're accelerating your growth.

So it feels like everybody in the supply chain, and those are certainly bottlenecks, would have to scale up.

Are you having conversations with them?

Like, how can you scale this faster?

Interesting.

Yeah.

That's great to hear.