Shyam Sankar

It would be very bad. And I mean- Right now, it would also be very bad for them. And so what are they doing? They're trying to produce their own indigenous chips, their own GPUs. They want their own NVIDIA. We've curtailed their access. Of course, they're getting around sanction evasion. They're buying from Malaysia, buying from Singapore. But we've made it hard for them.

It would be very bad. And I mean- Right now, it would also be very bad for them. And so what are they doing? They're trying to produce their own indigenous chips, their own GPUs. They want their own NVIDIA. We've curtailed their access. Of course, they're getting around sanction evasion. They're buying from Malaysia, buying from Singapore. But we've made it hard for them.

It would be very bad. And I mean- Right now, it would also be very bad for them. And so what are they doing? They're trying to produce their own indigenous chips, their own GPUs. They want their own NVIDIA. We've curtailed their access. Of course, they're getting around sanction evasion. They're buying from Malaysia, buying from Singapore. But we've made it hard for them.

We're creating dilemmas and problems. So they're trying to make themselves self-sufficient. We need to be investing in the same things along strategic areas. It can include our allies. Sometimes I worry that friend-shoring is like a half measure. It's kind of an easy out.

We're creating dilemmas and problems. So they're trying to make themselves self-sufficient. We need to be investing in the same things along strategic areas. It can include our allies. Sometimes I worry that friend-shoring is like a half measure. It's kind of an easy out.

We're creating dilemmas and problems. So they're trying to make themselves self-sufficient. We need to be investing in the same things along strategic areas. It can include our allies. Sometimes I worry that friend-shoring is like a half measure. It's kind of an easy out.

Like, yes, I'm not trying to exclude our allies from being part of the solution here, but everything that we can make at home in America, we should make at home in America. Now, the pathing really matters. When we were mobilizing for World War II, we took Bill Knudsen, a Danish emigre, direct commissioned him a three-star general, and he was in charge of war mobilization.

Like, yes, I'm not trying to exclude our allies from being part of the solution here, but everything that we can make at home in America, we should make at home in America. Now, the pathing really matters. When we were mobilizing for World War II, we took Bill Knudsen, a Danish emigre, direct commissioned him a three-star general, and he was in charge of war mobilization.

Like, yes, I'm not trying to exclude our allies from being part of the solution here, but everything that we can make at home in America, we should make at home in America. Now, the pathing really matters. When we were mobilizing for World War II, we took Bill Knudsen, a Danish emigre, direct commissioned him a three-star general, and he was in charge of war mobilization.

He had a lot of room and a lot of flexibility. And FDR actually put him in charge as a civilian in 38, I think, is when it happened. In 38, we have to remember, there was not consensus in America that we should be involved in this European matter. The strong sense of we got to do this, we should be isolationist here. There's conflicting views.

He had a lot of room and a lot of flexibility. And FDR actually put him in charge as a civilian in 38, I think, is when it happened. In 38, we have to remember, there was not consensus in America that we should be involved in this European matter. The strong sense of we got to do this, we should be isolationist here. There's conflicting views.

He had a lot of room and a lot of flexibility. And FDR actually put him in charge as a civilian in 38, I think, is when it happened. In 38, we have to remember, there was not consensus in America that we should be involved in this European matter. The strong sense of we got to do this, we should be isolationist here. There's conflicting views.

But what FDR realized is it takes time to build factories. Like I need an option. Like maybe we should be isolationist. But what I definitely don't want to do is be isolationist because the cupboard is bare. So how do we mobilize so that we can provide credible deterrent? And I think this is not about wartime mobilization. It's about mobilizing so that there is not a war.

But what FDR realized is it takes time to build factories. Like I need an option. Like maybe we should be isolationist. But what I definitely don't want to do is be isolationist because the cupboard is bare. So how do we mobilize so that we can provide credible deterrent? And I think this is not about wartime mobilization. It's about mobilizing so that there is not a war.

But what FDR realized is it takes time to build factories. Like I need an option. Like maybe we should be isolationist. But what I definitely don't want to do is be isolationist because the cupboard is bare. So how do we mobilize so that we can provide credible deterrent? And I think this is not about wartime mobilization. It's about mobilizing so that there is not a war.

And that is really mobilizing our re-industrialization. And that was kind of a term, I've been talking about this for five years now, but back then it seemed like a far off fantasy. People thought it was a little crazy. This term has entered the mainstream. You will see it on Fox News. Reindustrialization is a theme. There are serious people who are investing serious capital to do this.

And that is really mobilizing our re-industrialization. And that was kind of a term, I've been talking about this for five years now, but back then it seemed like a far off fantasy. People thought it was a little crazy. This term has entered the mainstream. You will see it on Fox News. Reindustrialization is a theme. There are serious people who are investing serious capital to do this.

And that is really mobilizing our re-industrialization. And that was kind of a term, I've been talking about this for five years now, but back then it seemed like a far off fantasy. People thought it was a little crazy. This term has entered the mainstream. You will see it on Fox News. Reindustrialization is a theme. There are serious people who are investing serious capital to do this.

When we get the American private capital markets behind this, which is starting to happen, it's going to be unstoppable.

When we get the American private capital markets behind this, which is starting to happen, it's going to be unstoppable.