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modelessyesterday at 5:45 PM3 repliesview on HN

I've never seen a comment simultaneously be so right on some things and so wrong on others.

> The ban on selling lithography AND chips to China is massively backfiring

Agreed. We will be screwed once China surpasses us in chip fabs, and they will. The idea that we can get a "durable advantage" by reaching AGI a few years before China is ridiculous. Using that to justify bans that only slow them down a few years at the cost of creating a chip fab juggernaut later is folly.

> Tesla is a trillion dollar company that was created entirely by government subsidies that only continues to exist because of the tariffs

Tesla is not supported by subsidies significantly more than any other car company and less than many including BYD obviously. They also compete directly with BYD without tariff protection worldwide and in China and do well. They are worth a trillion dollars because of the potential of their self-driving software which is far ahead of any other car company's including those in China.

> Tesla is completely dependent on Chinese rare earth exports for its products.

Tesla has rare earth free alternatives. There is no urgent need for them right now but they can switch if necessary.


Replies

Recurecuryesterday at 6:14 PM

> Agreed. We will be screwed once China surpasses us in chip fabs, and they will. The idea that we can get a "durable advantage" by reaching AGI a few years before China is ridiculous. Using that to justify bans that only slow them down a few years at the cost of creating a chip fab juggernaut later is folly.

I’m quite sure advanced semiconductor fabs are considered a strategic necessity by China regardless of restrictions. Further, China is now getting the H200 chip…

> Tesla has rare earth free alternatives. There is no urgent need for them right now but they can switch if necessary.

There are also plenty of rare earth extraction projects coming online outside of China!

jmyeetyesterday at 6:25 PM

> Tesla is not supported by subsidies significantly more than any other car company

Tesla was saved by a DOE loan [1]. Tesla was kept afloat with carbon tax credits. Yes, the Big Three got bailouts in 2008. And now, most importantly, import barriers are the only thing keeping Tesla afloat.

[1]: https://thehill.com/opinion/energy-environment/573148-dept-o...

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Alconiconyesterday at 6:13 PM

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