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[Bonus] Palmer Luckey of Anduril Industries on China, DefenseTech, and U.S. Policy | The HIll & Valley

"Upstream" with Erik Torenberg

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The $20 Trillion Blow to Our GDP if We Lose Access to High-End Semiconductors

There's a reason that Taiwan is so strategically valuable to the US. I'd say what we really need to do is get away from needing the Chinese spice more than we need to get away from needed Taiwanese spice. If Xi Jinping does make a move on Taiwan in the short term, which he's kind of signaled he might do, right? And obviously China's raw production capacity completely outstripped the US is right now. Do you think that there is any realistic chance of the US being able to win a conflict like that?

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