https://minutesof.com/brad-gerstner/on/chips/ Everything Brad Gerstner has said on chips: 3 verbatim quotes from June 2025, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:21:52 +0000 https://minutesof.com/q/f62ea508-a2ac-42a6-97f7-3cc4207a65a5/ https://minutesof.com/q/f62ea508-a2ac-42a6-97f7-3cc4207a65a5/ “On point three, it gets us right? If we do this trade, and I don't know that China would do this trade, but if we did this trade, then it would get us access to those rare earths right now, which is absolutely critical, and it buys us time to stand up our own rare earth supply.” — BG2 Pod Thu, 05 Jun 2025 23:20:47 +0000 chips https://minutesof.com/q/8498a796-15c4-4e13-ac56-a3a80afb7155/ https://minutesof.com/q/8498a796-15c4-4e13-ac56-a3a80afb7155/ “I think it dramatically increases the chances that China is forced to move on Taiwan. Right? We're out there telling everybody in the world that AI is totally existential.” — BG2 Pod Thu, 05 Jun 2025 23:20:47 +0000 chips https://minutesof.com/q/c9272ee1-e5b2-4332-be06-c3237d4b2f09/ https://minutesof.com/q/c9272ee1-e5b2-4332-be06-c3237d4b2f09/ “Today, have about 0% of leading edge chips fabbed outside of Taiwan. Right? Almost nothing in The United States.” — BG2 Pod Thu, 05 Jun 2025 23:20:47 +0000 chips