The Minutes

David Sacks on

semiconductors

4 entries, 4 Nov 2025 to 19 Dec 2025

On the recordsourced and dated, oldest first

    1. spoken

      Sacks says October 2023 restrictions assumed US semiconductor monopoly justified any export controls.

      “We were the only ones who could really make advanced semiconductor, so therefore, we could impose whatever restrictions we Nobody would have a choice.”

      4 Nov 2025 · All-In Podcast · 26:23 · source · permalink
    2. spoken

      “I just saw an article that said that China was rejecting the h 200, so apparently, they don't want them.”

      12 Dec 2025 · Bloomberg Podcasts · 7:43 · source · permalink
    3. spoken

      Sacks states the administration views H200 as no longer leading edge but a previous generation chip.

      “And I think the the administration's view is that, the h 200 was once a leading chip couple years ago. It is no longer on the leading edge. It's a previous generation chip.”

      15 Dec 2025 · CNBC Television · 2:46 · source · permalink
    4. spoken

      “And it's sort of the perfect export control because there's only one company that makes these machines.”

      19 Dec 2025 · All-In Podcast · 1:06:46 · source · permalink

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