@Rewkang Do you think more value will accrue to the picks and shovels (or raw materials) though? Unlike apple, it seems like there will be hundreds or thousands of robotic companies in the future. Apple’s network effects seem stronger, which gives them strong pricing power
@dwarkesh_sp Liang Mong Song at SMIC would be epic, or one of the key execs at Rapidus. Would be nice to learn more about the japanese supply chain and the countries role in semiconductors