Tyler

Now for today's episode.

Yeah, I think Intel has long been kind of the Leopold take, which is that this is the clear, this is the company you want to own in the kind of nationalization world of, OK, Taiwan risk.

What are we going to do if we can't make chips in Taiwan?

Intel's the very clear strategy.

Yeah, maybe it's not working right now, but at some point,

This is not just like economics.

This is like, okay, this is, you know, national security.

Like it's extremely important that we have this capacity in the US and Intel is kind of the only one that's even like remotely in the conversation.

Yeah, I mean, I don't know, like, that's kind of a crazy ratio.

It is.

Because, like, the lesson from tier models is that, like, the models are going to keep getting bigger.

You're going to need way more, like, chips to implement them.

Like, Dylan Patel was on, Patrick O'Shaughnessy, I think it came out yesterday or the day before.

And he's just saying, like, you know, the models are going to get really expensive.

Tokens are going to get super, super expensive.

People are going to price down.

So I don't know if I fully believe the narrative that, like, you need all the CPUs.

You're going to need way more CPUs than CPUs.

I think this makes a lot of sense if you are like kind of,

you know, long open source.