Marc Andreessen

So consequence number one is you have now given Chinese companies an incredible motivation to design how to do things on cheaper chips. And that's a big part of the DeepSeq breakthrough is that they figured out how to use the cheaper chips that are legal to be able to do things that take the American companies, the larger chips. And that's a big part of the news on DeepSeq.

So consequence number one is you have now given Chinese companies an incredible motivation to design how to do things on cheaper chips. And that's a big part of the DeepSeq breakthrough is that they figured out how to use the cheaper chips that are legal to be able to do things that take the American companies, the larger chips. And that's a big part of the news on DeepSeq.

And that's one of the reasons why it's so much cheaper. One of the reasons you can run on a $6,000 worth of hardware is because they put a lot of time and energy into optimizing the code so that it will run efficiently on the cheaper chips that are not under the sanctions. You force an evolutionary response. So that's response number one. That maybe has already backfired in a significant way.

And that's one of the reasons why it's so much cheaper. One of the reasons you can run on a $6,000 worth of hardware is because they put a lot of time and energy into optimizing the code so that it will run efficiently on the cheaper chips that are not under the sanctions. You force an evolutionary response. So that's response number one. That maybe has already backfired in a significant way.

Consequence number two is you are incenting the Chinese government and Chinese private sector to develop a parallel chip industry. So if they know that they can't get American chips, then they are going to, they're doing this right now. They have a whole national program to build up their own chip industry so that they're not dependent on American chips.

Consequence number two is you are incenting the Chinese government and Chinese private sector to develop a parallel chip industry. So if they know that they can't get American chips, then they are going to, they're doing this right now. They have a whole national program to build up their own chip industry so that they're not dependent on American chips.

So in the counterfactual, maybe they would have bought American ships. Now they're going to figure out how to make their own. Maybe it will take them five years to be able to make their own. But once they get a position where they can make their own, then we have a direct competitor on the global market that we would not have had if we had just sold them the chips.

So in the counterfactual, maybe they would have bought American ships. Now they're going to figure out how to make their own. Maybe it will take them five years to be able to make their own. But once they get a position where they can make their own, then we have a direct competitor on the global market that we would not have had if we had just sold them the chips.

And by the way, at that point, we're in no control over their ships. They're in total control. They can backdoor them. They can sell them at below cost. They can do whatever they want. By the way, the other twist on that is Taiwan. China has wanted to reunify with Taiwan for its own reasons for a very long time.

And by the way, at that point, we're in no control over their ships. They're in total control. They can backdoor them. They can sell them at below cost. They can do whatever they want. By the way, the other twist on that is Taiwan. China has wanted to reunify with Taiwan for its own reasons for a very long time.

But if you're the CCP right now, Taiwan is a very tempting target in part because you already want it, but in part because it has these magic fabs. If you can't buy chips that come off those fabs, but you could seize the island and take the fabs, right? that would be a double reason to go invade Taiwan.

But if you're the CCP right now, Taiwan is a very tempting target in part because you already want it, but in part because it has these magic fabs. If you can't buy chips that come off those fabs, but you could seize the island and take the fabs, right? that would be a double reason to go invade Taiwan.

And so it's possible these sanctions are going to accelerate the timeline of China doing a military invasion of Taiwan. So that gets complicated. That gets very hairy. So the consequences of this get very tricky. It's very hard to calibrate these things. And again, the main thing I could just say here is, The issues are real. The tensions are real. The trade-offs are real.

And so it's possible these sanctions are going to accelerate the timeline of China doing a military invasion of Taiwan. So that gets complicated. That gets very hairy. So the consequences of this get very tricky. It's very hard to calibrate these things. And again, the main thing I could just say here is, The issues are real. The tensions are real. The trade-offs are real.

There are rational arguments that need to be discussed and need to be argued out. But we need to actually do that rationally.

There are rational arguments that need to be discussed and need to be argued out. But we need to actually do that rationally.

And those of us participating in the system and watching from afar and voting need to basically keep our eye on this to make sure that the political process isn't taking rational arguments and twisting them into something that's either going to backfire or is going to end up just serving a small set of private interests.

And those of us participating in the system and watching from afar and voting need to basically keep our eye on this to make sure that the political process isn't taking rational arguments and twisting them into something that's either going to backfire or is going to end up just serving a small set of private interests.

So I'm a single-celled organism on this question. I have a single function. I want America to win. I want America to win. I want America to win. That's the only thing I care about.

So I'm a single-celled organism on this question. I have a single function. I want America to win. I want America to win. I want America to win. That's the only thing I care about.