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We're 18 months from Taiwan not being an
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important moment of conversation the way
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it is today. Why 18 months? Because we
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are at a point where we're probably 1 to
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2 nanometers away from being able to do
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what we need Taiwan to strategically do
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for us. And so, as we scale up our chip
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fabs, as we get more capacity, and
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interestingly, there are these
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orthogonal technologies being developed.
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I don't know if you guys saw, but
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Neuralink was showcasing now a machine
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that is literally operating at the
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almost nanometer scale to do the brain
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operations for the implantation all
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automatically. When you have the
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dexterity and the capability
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mechanically to make these things, the
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real reason then is a very different one
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than what it is today. Today, it's
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economic, and if you take that off the
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table, I think we'll have a very
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different attitude to Taiwan.