“Taiwan won’t matter in 18 months” is what happens when software people mistake civilization for a SaaS product.
It's one of the most clueless takes I've heard on this platform in months and that's saying something.
Yes, America has semiconductor fabs. Mostly old ones. Really old.
Taiwan has the fabs that matter:
The ones that make every single chip for NVIDIA and Apple and every damn Android and iPhone on Earth and even most of the 1500 or so chips that go in your truck or car.
Without TSMC these companies simply do not exist. Not kind of struggling. I mean "wiped off the freaking face of the Earth and unable to produce a single product" level gone.
As in "worth zero instantly."
Taiwan has:
- Multiple leading-edge giga-fabs
- The *overwhelming* majority of advanced AI chip production
- Dominant advanced packaging capacity
- Dense supplier clustering
- Decades of accumulated yield/process knowledge and the most skilled workforce on Earth to run it all
The US still barely has frontier-scale advanced packaging online. Much of it is literally still under construction and won’t ramp until years from now.
Momos hear “we’re only 1–2 nanometers away” and think semiconductors are just transistor geometry.
No freaking way. Sheer idiocy. The real moat is:
- Yields
- Packaging
- HBM integration
- Substrates
- Tooling
- Tacit manufacturing expertise
- Workforce density
- Supply chain coordination
TSMC is not “a fab.” It is one of the most sophisticated industrial ecosystems ever created by humanity.
And no, a tiny Neuralink surgery robot does not mean America can magically reproduce decades of semiconductor manufacturing concentration in 18 months.
Reality is not a podcast episode.
Taiwan remains strategically critical for years, likely a decade+.
This is like saying:
“We’re 18 months away from replacing the global oil system because we built a nice electric bike.”
Five months ago, I argued against the President's $4 trillion tariffs at the Supreme Court.
In 237 years, the Court had never struck down a sitting President's signature initiative. Legal scholars said it was impossible. Some of my own colleagues said it was impossible.
We won. 6-3.
But the real story isn't what happened in that courtroom. It's what happened in the months before. And its the subject of my TED talk, coming out tomorrow.
I had the best legal team in the nation, especially Colleen Roh Sinzdak, the most outstanding legal strategist I know. Huge thanks, too, go to the Liberty Justice Center (and in particular its fearless and hyper-intelligent leader Sara Albrecht), who organized the client small businesses, as well as to the brave small businesses themselves.
I also had four teachers preparing me.
A mindset coach who'd worked with Andre Agassi.
An improv coach who taught me that "Yes, and" works in Supreme Court arguments the same way it works everywhere else.
A meditation coach who taught me stillness.
And Harvey.
Harvey predicted many of the questions the Justices asked — sometimes almost word for word. Brilliant. Tireless. Occasionally insufferable.
Here's the catch: Harvey isn't a person.
Harvey is a bespoke AI I built over the last year with a legal AI company, trained on every question every Justice has asked in oral argument for 25 years, and everything they've ever written.
Tomorrow, TED releases my talk about what really happened — and what I learned standing at that podium.
AI can predict. AI can analyze. What AI cannot do is the one thing that actually won the argument.
Connect. Read the room. Hear not just a Justice's words, but her worry — and answer the worry.
That is the irreducibly human skill.
Find yours. Go deeper. In this age of AI, that's where your edge lives.
The talk goes live Thursday, May 7 at 11am ET: https://t.co/wLxKtBsHpF
What's the irreducibly human skill in your work — the thing AI can't touch?
“Chintai Network has officially entered the private placement phase for its $28 billion Maluku Archipelago natural asset project, targeting institutional interest from entities including JPMorgan and HSBC”
Grab some $CHEX yet?
https://t.co/3r55htadEU
🚨 $CHEX | CHINTAI IS BUILDING THE RWA MONEY MACHINE 🚨
🔹 Chintai is becoming one of the strongest regulated RWA infrastructures as institutions move on-chain 🌍
🔹 The $28B Indonesia tokenization partnership remains one of the BIGGEST real-world asset deals in crypto 👀
🔹 Real revenue model = issuance fees + compliance rails + marketplace activity + enterprise onboarding 💰
🔹 Chainlink CCIP integration unlocks compliant cross-chain liquidity & institutional expansion 🔗
🔹 2026 catalysts: new issuers, ecosystem growth, tokenization launches & scaling adoption 📈
🔹 RWA narrative is heating up again and utility-driven projects like $CHEX are gaining momentum ⚡
🔹 Low market cap + real infrastructure + regulatory moat = massive asymmetric upside 🚀
🔹 Smart money is watching regulated tokenization closely… $CHEX could become a major winner this cycle 👑
#CHEX #Chintai #RWA #Tokenization #Crypto #Altcoins #RealWorldAssets #DeFi
@ChintaiNexus@chainlink
🚀 $CHEX | Chintai — RWA Rails with Real Catalysts
🔹 Chintai is a Singapore-regulated tokenization platform built for real-world assets, with end-to-end infrastructure and white-label rails for institutions.
🔹 The bull case is a fee-driven model from issuance, compliance, marketplace, and white-label services — that’s how CHEX can compound as adoption grows.
🔹 Biggest recent catalyst: the Jan. 6, 2026 MAJV partnership tied to a regulated nature-based asset tokenization project initially estimated at $28B.
🔹 Chintai also pushed interoperability with Chainlink CCIP, aiming to make $CHEX natively transferable across chains.
🔹 Next leg up: more onboarding, more tokenization launches, and execution updates after the March 11, 2026 community X Space.
#CHEX #Chintai #RWA #Tokenization #Crypto #Altcoins
@ChintaiNetwork@chainlink
@ValereumPLC has signed a strategic distribution partnership with @ChintaiNetwork to fund gold and titanium mining projects located in the US and Brazil with a combined indicative value of $128B
Grab some $CHEX yet?
https://t.co/pOo7IepW0j
$CHEX breaking out, Rounded bottom is slowly starting to take shape. Using MA's and FIB retracement + extensions, projection towards a possible rounded bottom edge would point at $0.074. Higher low holds above $0.02 and price breaking $0.028 with momentum could confirm a wave 3.
Our distribution pipeline is filling up fast. Yield bearing RWAs are finally seeing institutional and accredited buyers lining up. The global BD model for tokenized assets is here.
My view is that yield bearing RWA products should be the driver of DeFi yields - sustainable, provably backed, and with strict controls on onward utilisation schemes (or certainly the companies handling such products do not accept other forms of collateral against those). The entire industry needs to grow up and focus on sustainable, real returns for investors and not cooking up schemes that the finance industry rightly got penalized for in 2008.
CFO @MorganStanley says tokenization will drive its multi-trillion wealth business
$CHEX powered @ChintaiNexus institutional-grade tokenization infrastructure distributes the most valuable assets on-chain right now
https://t.co/ZghMkFkDkr
Gold is one of the world’s oldest stores of value.
Tokenisation enables investors to own fractional shares of vaulted physical gold and trade it globally on blockchain networks.
Chintai provides regulated infrastructure for tokenised gold investments. Explore the tokenisation of precious metals with a use case. @ChintaiNexus or email [email protected]
Gold and precious metals are entering the tokenisation era.
Benefits include:
• Fractional ownership
• Faster settlement
• Global investor access
With Chintai’s regulated infrastructure, institutions can launch tokenised commodity products.
Reach out to [email protected] for a use case with @ChintaiNexus
Maluku Digital Asset Launches Regulated SAFT for Natural Asset Fund
Maluku Digital Asset launch a regulated SAFT offering, marking the first financing phase of a digital asset platform designed to support sustainable economic development across Indonesia’s Maluku provinces.
The tokens are issued through @ChintaiNetwork, a digital asset exchange licensed by the Monetary Authority of Singapore, providing a compliant framework for tokenized securities linked to real-world assets.
Private markets hold trillions in assets, but access remains limited.
With Chintai’s regulated infrastructure, asset managers can easily launch compliant tokenised funds for global investors.
Tokenisation enables:
• Fractional LP participation
• Automated distributions
• Blockchain transparency
Explore the opportunity and request a use case.
[email protected]