Steven Glinert
👤 SpeakerAppearances Over Time
Podcast Appearances
I should establish that.
This is not me dooming or whatever or being pro-China.
I got accused of that the other day, and I'm like, no, you've gotten me way wrong.
Basically, the problem is you have to be pro-reality.
Sorry, can I interrupt you, Balaji, and say this is a dumb point.
Let me actually explain to you.
Yeah, I'll tell you.
This is dumb.
This is irrelevant, and I'll tell you why.
Do you know what the supply chain is?
No, let's make a chip, right?
And I'm going to give you a really good example here.
Let's make a chip.
We're making a chip.
We now need to get the chip packaged.
Every chip needs to be packaged.
Okay, great.
Well, if you want to get a chip packaged, it has to happen in Malaysia or it has to happen in Singapore because there's like five packaging houses in America and they all suck.
They're all too expensive.
Making a chip at scale, you can't do it.