Dylan Patel: preference

Transcript context

…In Europe they're going to bring in a guy to work on Saturday, until four. Yeah. TSMC always builds new fabs. They tweak production up in old fabs. New designs move to the next nodes and old stuff fills in the old nodes. Ever since TSMC has been the most important player… It’s not just TSMC, there's UMC there, PSMC, and other companies. Taiwan's share of total manufacturing has grown every single process node. In 130 nanometers, there's a lot. That’s including many chips from Texas Instruments, Analog Devices, or NXP. 100% of it is manufactured in Taiwan by PSMC, TSMC, UMC or whatever. But then you step forward to 28 nanometer, 80% of the world's production is in Taiwan. Oh fuck, right? What’s made on 28 nanometer today? It’s tons of microcontrollers and stuff but also every display driver I see. Cool, even if I could make my Mac chip, I can’t make the chip that drives the display. You just go down the list. That means no fridges, no automobiles, no weed whackers, because that stuff has chips. My toothbrush has Bluetooth in it. Why? I don’t know. There are so many things that would just go poof. We'd have a tech reset. We were supposed to do this interview many months ago. I kept delaying because I was like, “Ah, I don't understand any of this shit.” But it is a very difficult thing to understand. Whereas with AI, it’s like……

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