Really great episode guys. But please/please, have someone on who knows China, AI, and China + semis/AI. Some good sensible ideas from
@Benioff and
@chamath and
@friedberg on China, Taiwan, and advanced semiconductors! unencumbered by DC group think. But some of the China stuff from
@Jason is like 30 years out of date. Happy to come on to talk these issues, some real China talk...