Venkatesh Rao ☀️ pfp
Venkatesh Rao ☀️
@vgr
This is not going to end well. https://restofworld.org/2024/tsmc-arizona-expansion/
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Dan Finlay 🦊 pfp
Dan Finlay 🦊
@danfinlay
Reminds me of the NUMI plant. Doesn't surprise me Americans don't like being treated the way the people building our electronics have been treated. Need to impress on them that their success may majorly impact maintaining global multipolarity. Maybe the USG could subsidize them getting extra vesting shares.
1 reply
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Venkatesh Rao ☀️ pfp
Venkatesh Rao ☀️
@vgr
I don’t think either stock or patriotic appeal will work here as an incentive I suspect the tsmc model is actually short-sighted and unsustainable even in Asia and the management model itself needs to be reimagined in a more American idiom.
1 reply
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2 reactions