It still blows my mind how the SBF Vox interview from Kelsey Piper is so seriously under-appreciated.

Among other bombs she dropped, she got SBF to admit that his effective altruism was basically just marketing/PR...

The semiconductor market is completely interdependent, like a teetering Jenga tower with expensive, complicated pieces.

To make the best chips (for AI or anything else), you need US designs, Japanese materials, Dutch equipment, and Taiwanese manufacturing. With US-China competition heating up for AI dominance, and just heating up in general (cough, balloons), such interdependent chip-making is a strange equilibrium.