The Minutes of Dylan Patel on taiwan https://minutesof.com/dylan-patel/on/taiwan/ Everything Dylan Patel has said on Taiwan: 2 verbatim quotes between March 2025 and May 2026, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:22:21 +0000 Patel estimates five to eight years of global tool manufacturing would be needed to replace Taiwan's chip capa https://minutesof.com/q/a8c57373-a3fe-4131-afd1-832e6b005059/ https://minutesof.com/q/a8c57373-a3fe-4131-afd1-832e6b005059/ “It would take five to eight years of all of the world's tool manufacturing capability Yeah. To even replace the capacity in Taiwan.” — Swole as a Service Wed, 13 May 2026 20:00:36 +0000 taiwan Patel says TSMC approaches 20% of Taiwan's power consumption, projecting 30-40% within five years. https://minutesof.com/q/9a24a996-f514-477e-88a8-0882e5e5068f/ https://minutesof.com/q/9a24a996-f514-477e-88a8-0882e5e5068f/ “And if they were to continue to build out what we expect them to build out in the next four or five years, it's going get to 30%, 40%.” — Special Competitive Studies Project Thu, 13 Mar 2025 16:42:15 +0000 taiwan