Taiwan's TSMC as the critical AI bottleneck
The discussion framed Taiwan and TSMC's foundries as the most important bottleneck in the global intelligence-per-energy equation, making kinetic conflict over the island a catastrophic risk for all.
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CONTESTED · 11 MENTIONS · 10 SHOWS
26 AUG 2025 — 10 AUG 2026 · 1W AGO
1 SUPPORT · 3 CHALLENGE · 2 UPDATE · 2 REPEAT · 3 MENTIONED
- THE LONG VIEW
4 EPISODES BETWEEN · 4 MENTIONS
- THE BUSINESS BREW
- MACROVOICES
- FORWARD GUIDANCE
- THE ACQUIRERS PODCAST
- REAL VISION DAILY BRIEFING
- Taiwan's TSMC as the critical AI bottleneck · THIS IDEA
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- PLANET MICROCAP PODCAST
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- EMPIRE
- BLOOMBERG SURVEILLANCE
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD