Brad Gerstner · BG2 Pod · 22 February 2024
“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.”
Verbatim excerpt with a timestamp. The full recording is at the source; we link out and do not host it. Everything Brad Gerstner is on record saying.