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eigenrobot's profile
eigenrobot
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@eigenrobot

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eigenrobot

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eigenrobot.substack.com
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    1. eigenrobot‏ @eigenrobot Apr 13

      eigenrobot Retweeted jonstokes.com

      really helpful piece by @jonst0kes about the chip fab situation and Taiwan i have been thinking that the military aspect of a Taiwan invasion whether successful or unsuccessful is much less important than the downstream non-military impacts and this is reinforcing that beliefhttps://twitter.com/jonst0kes/status/1382145837384499200 …

      eigenrobot added,

      jonstokes.com @jonst0kes
      I wrote a long thing on this whole China/Taiwan/TSMC invasion thing, which I'll promote properly tomorrow but wanted to get it out, tonight: https://doxa.substack.com/p/why-a-chinese-invasion-of-taiwan …
      Show this thread
      8 replies 11 retweets 108 likes
      Show this thread
    2. eigenrobot‏ @eigenrobot Apr 13

      questions coming to mind 1. how does the US respond economically to an invasion, successful or not 2. how does the rest of the world respond economically 3. what are major shifts in diplomatic configuration, probably affecting (1-2) 4. how does this affect china's stability

      6 replies 3 retweets 47 likes
      Show this thread
    3. Alex Godofsky‏ @AlexGodofsky Apr 13
      Replying to @eigenrobot

      I will say that purely as a matter of general principal - not based on any specific knowledge of semiconductor fab - I am optimistic about the idea of high prices allowing people to radically compress manufacturing timescales.

      1 reply 0 retweets 2 likes
    4. Alex Godofsky‏ @AlexGodofsky Apr 13
      Replying to @AlexGodofsky @eigenrobot

      That, combined with substitution effects for the more marginal chip users.

      1 reply 0 retweets 2 likes
    5. Alex Godofsky‏ @AlexGodofsky Apr 13
      Replying to @AlexGodofsky @eigenrobot

      I guess more specifically the presumption that things need to be at the leading edge seems like it could easily give way.

      2 replies 0 retweets 2 likes
      eigenrobot‏ @eigenrobot Apr 13
      Replying to @AlexGodofsky

      yeah well i hope there's time for an adjustment on our side

      7:40 PM - 13 Apr 2021
      • 1 Like
      • Alex Godofsky
      0 replies 0 retweets 1 like

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