“The US now has a vertically integrated loop for supplying itself and the entire world the critical medium and heavy crude oil products.” – John Doe (20260106)
And he doesn’t have to worry (i.e., second-guess) about what other shops are doing.revisit
Related:
- 2-1b2e0 The less guessing layers the better
- 5-1b1a7 Technology’s ‘function’ consists of many parts, and you have to have an explanation for how each contributes to the whole (i.e., ‘vertically-integrated’)
- 6-3b3e Everyone benefits in blockchain and protocol networks
Dylan Patel thinks Elon (who uses Samsung for robot chips in Texas) is also trying to get geopolitical and supply chain diversification away from TSMC, partly because he takes Taiwan risk seriously. (20260314)