Building a semiconductor supply chain requires an advanced economy with robots to construct new fabs, factories to produce more robots, and researchers using large-scale compute to develop better AI.

“you know you need sort of like a whole advanced economy you need to build new robots to build uh sort of new fabs and then you need you know robot factories to build more robots and then you need researchers to build better ai's using those massive compute and so i think once you sort of have all of that that is sort of like enough”