chips: everyone on the record — The Minutes https://minutesof.com/on/chips/ Everyone on the record about chips: 6 verbatim quotes from 2 people, February 2024 to June 2025, in one chronology, each with a timestamp and a link to… en Sun, 30 Aug 2026 22:32:51 +0000 Brad Gerstner: Gerstner says US will go from 0% to 15-20% leading edge chip capacity by 2030. 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.” — Brad Gerstner, BG2 Pod Thu, 05 Jun 2025 23:20:47 +0000 chips Brad Gerstner: Gerstner warns chip ban increases risk China moves on Taiwan given AGI timeline claims. 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.” — Brad Gerstner, BG2 Pod Thu, 05 Jun 2025 23:20:47 +0000 chips Brad Gerstner: Gerstner proposes trading AI chip access to China for rare earth materials access. 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.” — Brad Gerstner, BG2 Pod Thu, 05 Jun 2025 23:20:47 +0000 chips Bill Gurley: Gurley says Morris Chang identifies Vietnam or India as likely disruptors, not advanced economies https://minutesof.com/q/8eae8456-74b2-457f-b741-9adb2d3105b8/ https://minutesof.com/q/8eae8456-74b2-457f-b741-9adb2d3105b8/ “And his says the country must more likely to disrupt Taiwan would be Vietnam or India, Not an advanced culture.” — Bill Gurley, BG2 Pod Thu, 22 Feb 2024 12:20:31 +0000 chips Bill Gurley: Gurley cites Morris Chang arguing Taiwan's chip competitiveness stems from labor model incompatib https://minutesof.com/q/6cb6c561-aba9-4ad6-bc5b-dd31fc96c71f/ https://minutesof.com/q/6cb6c561-aba9-4ad6-bc5b-dd31fc96c71f/ “Morris makes the point that the reason Taiwan is competitive has to do with the labor model that exists there and the type of work people are willing to do and your ability to retain them. And he walks through his history of hiring in Texas and other parts of” — Bill Gurley, BG2 Pod Thu, 22 Feb 2024 12:20:31 +0000 chips Bill Gurley: Gurley calls the Altman-Masa plan to compete with Nvidia radical given AMD and others have decade https://minutesof.com/q/12fdb8ce-abba-43a5-aa2b-5c00b3b71edf/ https://minutesof.com/q/12fdb8ce-abba-43a5-aa2b-5c00b3b71edf/ “There are already people competing with Nvidia. AMD's competing with Like, there are other people that have somewhat of a head start. Like decades.” — Bill Gurley, BG2 Pod Thu, 22 Feb 2024 12:20:31 +0000 chips