Semiconductor manufacturing is highly risk-averse because companies commit tens of billions of dollars and are reluctant to risk those investments.

“Right? Doesn't, uh, you know, eight hundred million, it doesn't really make sense, right? I think that a, a very interesting thought exercise to do is to say, you know, are, are there things that could be just very radically different that we could do today, uh, that we perhaps couldn't do-”

“... twenty years ago? This is a very risk-averse industry for a very good reason. For exactly that reason, right? You, you put in, like, tens of billions of dollars, and you really don't want to take any risks.”