Conditional on this being true, he must be very certain we are close to median human performance, like on the order of one to three years. I don’t think this amount of capital can be efficiently expended in the chips industry unless human capital is far less important than it once was. And it will not be profitable, basically, unless he thinks Winning is on the table in the very near term.
Conditional on this being true, he must be very certain we are close to median human performance, like on the order of one to three years. I don’t think this amount of capital can be efficiently expended in the chips industry unless human capital is far less important than it once was. And it will not be profitable, basically, unless he thinks Winning is on the table in the very near term.