> Agreed. We will be screwed once China surpasses us in chip fabs, and they will. The idea that we can get a "durable advantage" by reaching AGI a few years before China is ridiculous. Using that to justify bans that only slow them down a few years at the cost of creating a chip fab juggernaut later is folly.

I’m quite sure advanced semiconductor fabs are considered a strategic necessity by China regardless of restrictions. Further, China is now getting the H200 chip…

> Tesla has rare earth free alternatives. There is no urgent need for them right now but they can switch if necessary.

There are also plenty of rare earth extraction projects coming online outside of China!