Matt Grimm

Do you think China will invade Taiwan? If America does its job and the West and our allies do their jobs, I think no. I think the ambition is there. I think the vision is there. I mean, I was personally sanctioned by China for selling missiles to Taiwan, as was my co-founder, Brian Schimpf.

Do you think China will invade Taiwan? If America does its job and the West and our allies do their jobs, I think no. I think the ambition is there. I think the vision is there. I mean, I was personally sanctioned by China for selling missiles to Taiwan, as was my co-founder, Brian Schimpf.

And it is pretty clear to me that if China is taking the position that arming Taiwan for their self-defense is an affront to the one China policy and then issuing direct international sanctions as a result of that, pretty clear to me where their ambition lies. Whether that results in an actual straight up invasion, I think depends largely on the West and our position in posturing to defend Taiwan.

And it is pretty clear to me that if China is taking the position that arming Taiwan for their self-defense is an affront to the one China policy and then issuing direct international sanctions as a result of that, pretty clear to me where their ambition lies. Whether that results in an actual straight up invasion, I think depends largely on the West and our position in posturing to defend Taiwan.

And it is pretty clear to me that if China is taking the position that arming Taiwan for their self-defense is an affront to the one China policy and then issuing direct international sanctions as a result of that, pretty clear to me where their ambition lies. Whether that results in an actual straight up invasion, I think depends largely on the West and our position in posturing to defend Taiwan.

I was on the Peloton in the morning just writing and got a news alert from a Bloomberg story that said, Anderle and key executives sanctioned by China and thought, oh, hmm. And the story listed.

I was on the Peloton in the morning just writing and got a news alert from a Bloomberg story that said, Anderle and key executives sanctioned by China and thought, oh, hmm. And the story listed.

I was on the Peloton in the morning just writing and got a news alert from a Bloomberg story that said, Anderle and key executives sanctioned by China and thought, oh, hmm. And the story listed.

I literally thought, oh, wow, that's new. That's going to play weird. And it said, Anderle and three key executives. And I was like, hmm. which ones? And then open the story. It's like, oh, literally found out from a Bloomberg story. Pretty wild. Darling, we're not going to Beijing this summer. Exactly. And the sanctions notice, it was kind of a hilarious thing.

I literally thought, oh, wow, that's new. That's going to play weird. And it said, Anderle and three key executives. And I was like, hmm. which ones? And then open the story. It's like, oh, literally found out from a Bloomberg story. Pretty wild. Darling, we're not going to Beijing this summer. Exactly. And the sanctions notice, it was kind of a hilarious thing.

I literally thought, oh, wow, that's new. That's going to play weird. And it said, Anderle and three key executives. And I was like, hmm. which ones? And then open the story. It's like, oh, literally found out from a Bloomberg story. Pretty wild. Darling, we're not going to Beijing this summer. Exactly. And the sanctions notice, it was kind of a hilarious thing.

The sanctions notice said, we're seizing your assets in China and preventing any entry into mainland China, Macau or Hong Kong, to which the obvious question is like, What assets? I've never been there. I'm not going to go there. I don't own any property there. Like, what the hell are we talking about? It's just this posturing kind of PR political message.

The sanctions notice said, we're seizing your assets in China and preventing any entry into mainland China, Macau or Hong Kong, to which the obvious question is like, What assets? I've never been there. I'm not going to go there. I don't own any property there. Like, what the hell are we talking about? It's just this posturing kind of PR political message.

The sanctions notice said, we're seizing your assets in China and preventing any entry into mainland China, Macau or Hong Kong, to which the obvious question is like, What assets? I've never been there. I'm not going to go there. I don't own any property there. Like, what the hell are we talking about? It's just this posturing kind of PR political message.

Then for us, for like, seriously, for Andrew, like we interpret that both as a sign that like we're doing something right. Like if China is taking that kind of aggressive action towards us, like we see that as like, oh, well, we were kind of on the right path here. And then and then second, I think, is a pretty clear indication of at least their ambitions vis-a-vis Taiwan.

Then for us, for like, seriously, for Andrew, like we interpret that both as a sign that like we're doing something right. Like if China is taking that kind of aggressive action towards us, like we see that as like, oh, well, we were kind of on the right path here. And then and then second, I think, is a pretty clear indication of at least their ambitions vis-a-vis Taiwan.

Then for us, for like, seriously, for Andrew, like we interpret that both as a sign that like we're doing something right. Like if China is taking that kind of aggressive action towards us, like we see that as like, oh, well, we were kind of on the right path here. And then and then second, I think, is a pretty clear indication of at least their ambitions vis-a-vis Taiwan.

I think it will be. We're already seeing the early results at the TSMC plant in Arizona that has some pretty good yields that are slightly outperforming the yields of their Taiwan factories. Of course, we'll see how that plays out in the longer run. But yeah.

I think it will be. We're already seeing the early results at the TSMC plant in Arizona that has some pretty good yields that are slightly outperforming the yields of their Taiwan factories. Of course, we'll see how that plays out in the longer run. But yeah.

I think it will be. We're already seeing the early results at the TSMC plant in Arizona that has some pretty good yields that are slightly outperforming the yields of their Taiwan factories. Of course, we'll see how that plays out in the longer run. But yeah.