The U.S. cannot let Intel fail. It's our one and only chip fab company that's truly domestic.

This does remind me a bit of the 1997 investment by Microsoft. I would love to see a success story

in the style of what happened with Apple after the 97 Microsoft investment. It's almost identical.

You know, everyone's lost faith in. Apple was almost bankrupt. Everyone forgets that. And Bill Gates decides to make an investment and it reestablished

its credibility. And then Apple went on to become the most valuable company in the world after that.

TSM, Taiwan Semiconductor Manufacturing Corp, T for Taiwan, has 66% market share in the chips that drive AI.

China is only 90 miles away from Taiwan and thinks it's part of their country.

Where would you invest your capital, knowing what you know about the massive growth we're seeing?

Who wants to go first?

Now that's the moonshot, ladies and gentlemen.

Everybody, welcome to Moonshots.

Another episode of WTF just happened in tech.

I'm here with my Moonshot mates.

Salim Ismail, Dave Blundon, and AWG, Alex Weisner Gross.

Hey, guys.

So we got on text this morning and said, oh, my God, there's so much news going on.

We just need to spin up a WTF episode because there's breaking news that we want to share with our subscriber base.

And Dave, I don't know.

I want to just say thank you for everybody here rearranging your day, so we can hop on this conversation.

I mean, it was pretty extraordinary in Gianluca and Nick and and Dana, just getting all the slides together.

It's just, I feel like we're going to be doing an episode of this every day at the speed

at which things are happening.

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