Taiwan: everyone on the record — The Minutes https://minutesof.com/on/taiwan/ Everyone on the record about Taiwan: 8 verbatim quotes from 3 people, February 2024 to May 2026, in one chronology, each with a timestamp and a link to… en Sun, 30 Aug 2026 22:33:16 +0000 Dylan Patel: Patel estimates five to eight years of global tool manufacturing would be needed to replace Taiwa 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.” — Dylan Patel, Swole as a Service Wed, 13 May 2026 20:00:36 +0000 taiwan Dylan Patel: Patel cites estimates of 20% economic decline if Taiwan is invaded, comparable only to world wars https://minutesof.com/q/3d3aa12b-148b-4e36-8a9c-ef47962c54bc/ https://minutesof.com/q/3d3aa12b-148b-4e36-8a9c-ef47962c54bc/ “And then subsequently, that that sends the world into a depression. Right? The world has not experienced a 20 free fall since maybe, like, a one of the great wars.” — Dylan Patel, Swole as a Service Wed, 13 May 2026 20:00:36 +0000 taiwan 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 taiwan 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 taiwan Brad Gerstner: Gerstner argues NVIDIA's $40 billion China business keeps them on CUDA and export bans risk for https://minutesof.com/q/8e2b6629-58fa-4882-a625-98329e4cd5a8/ https://minutesof.com/q/8e2b6629-58fa-4882-a625-98329e4cd5a8/ “It's $40,000,000,000 business NVIDIA in China to keep them on the CUDA ecosystem rather than allowing them to have a monopoly on the Huawei ecosystem.” — Brad Gerstner, Bloomberg Live Thu, 05 Jun 2025 09:44:40 +0000 taiwan Dylan Patel: 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%.” — Dylan Patel, Special Competitive Studies Project Thu, 13 Mar 2025 16:42:15 +0000 taiwan Brad Gerstner: Gerstner cites Morris Chang explaining why Texas cannot compete with Taiwan fab plants. https://minutesof.com/q/00bd9b5c-d90e-4106-b11f-e8805a5c73d1/ https://minutesof.com/q/00bd9b5c-d90e-4106-b11f-e8805a5c73d1/ “The U. Yeah. Interestingly enough, he ran a fab plant for Texas Instruments in Texas. And he explains why Taiwan, like why Texas could never possibly compete with a fat plant in Taiwan.” — Brad Gerstner, BG2 Pod Thu, 22 Feb 2024 12:20:31 +0000 taiwan 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 taiwan