Peter S. Goodman

They offer these assurances that the factory is only going to be so high.

It's not going to be that big.

And then meanwhile, because of the stunning demand for AI chips, suddenly it's going to be twice as high.

It's going to be four times the footprint.

And eventually these homeowners mass together and they successfully kill this problem.

plant, or at least they force Amcor to go move to a different site.

And I think this is a moment worth unpacking that on the one hand, if we're really serious about having computer chips made in the United States, we need a plant like Amcor's.

On the other hand, these homeowners didn't sign up for some sort of national crusade to advance American manufacturing.

Most of these people are retirees.

They just want a peaceful place to live and enjoy watching the sunset and play golf.

Right.

So

It's worth coming back to this point that in Taiwan, these two groups would be separated by vast distances.

It's uniquely in the American system, and some people would call these guys NIMBYs.

Others would say...

It's absurd that government didn't plan this better so that there is no collision of interest.

A bunch of retirees who want to look at cactuses should be able to do that at the same time that we're figuring out where else in this giant state of Arizona could there be a piece of land big enough to have this factory.

Well, I think part of the complexity of this is that pretty much everybody at the table has a reasonable argument to make.

We live in a democracy.

People who buy homes in a planned community expecting that maybe a Starbucks will pop up.