The world is one bad decision away from a silicon Ice Age

If a hot war pops off over Taiwan, affordable CPUs are going to be a ways down the list of my concerns

When nobody acted against Israel, China breathed a lot easier. I think the result affecting affordable CPUs will be the biggest concern for the next ~15 year window.

“If the system breaks down the consequences will still be very painful. But the bigger the system grows the more disastrous the results of its breakdown will be, so if it is to break down it had best break down sooner rather than later.”

Or perhaps one might pressure Washington to forcibly unwind the deals with OpenAI and NVIDIA with the foundries.