Taiwan risk is higher
51:02–53:17 · 135s
Asked about a 17% chance of a China–Taiwan clash by 2027, Ethan argues the number should alarm us—and likely underestimates the true risk—given TSMC’s centrality to global compute.
51:02–53:17 · 135s
Asked about a 17% chance of a China–Taiwan clash by 2027, Ethan argues the number should alarm us—and likely underestimates the true risk—given TSMC’s centrality to global compute.
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