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The All-In Podcast on X: "Chamath: Taiwan Loses Its Strategic Importance in 18…
“We're 18 months from Taiwan not being an important moment of conversation the way it is today. Why 18 months? Because we are at a point where we're probably 1-2 nanometers away from being able to do what we need Taiwan to strategically do for us. And so as we scale up our chip fabs, as we get more capacity, and interestingly, there are these orthogonal technologies being developed. I don't know if you guys saw, but Neuralink was showcasing a machine that is literally operating at the almost nanometer scale to do the brain operations for the implantation”
Chip self-sufficiency is closer to 24–36 months even with Neuralink-level tech. Taiwan talk isn’t going away that fast, but the strategic math is definitely shifting.
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