I found this paragraph very interesting:

> If America wants to build at the speed AI requires, vertical integration isn’t optional. We’re standing up our own foundry and our own large scale CNC machining capability.

Yet China, the industrial superpower, doesn't work like that. Nothing is vertically integrated and instead a massive amount of suppliers are part of a gigantic and flexible supply-chain.

The fact that CCP's China able to have a working market of independent industrial actors, whereas Venture Capital-funded America can only works with corporation-scale central planning is an interesting paradox that I would like to have an in depth explanation for.