The $30B Problem No Startup Can Solve

Video Description

What if the secret to saving American chip manufacturing is -- Intel? We talked with Kyle Harrison of Contrary Research to learn more about their recent article. Our sponsor today is SBS Comms — a communications partner for tech teams pushing into uncharted territory. They focus on quality over quantity, chase the opportunities others miss, and craft the kind of stories that genuinely shape a company’s future. https://sbscomms.com/ CHAPTERS: 0:00 Saving American chip MFG 0:45 The threat 1:33 "Build" 2:50 "Borrow" 5:00 Sponsor! 5:30 Why are fabs so hard? 6:35 The Intel story 9:45 "Buy" 11:53 CHIPS Act 12:15 Alternatives? LINKS: Substack post: https://storycompany.substack.com/p/intel-you-are-our-only-hope?r=49lgke&utm_campaign=post&utm_medium=web&triedRedirect=true Jason's website post: https://jasoncarman.com/Intel%2C+You're+Our+Only+Hope Contrary: https://www.contrary.com/ Kyle's X profile: https://x.com/kwharrison13?lang=en Kyle's article: https://research.contrary.com/deep-dive/building-an-american-tsmc Check out our previous video on light speed computers: https://youtu.be/wBqfzj6CEzI?si=6W8J-RDZSftU6bCa And this one on the next era of computing: https://youtu.be/wBqfzj6CEzI?si=6W8J-RDZSftU6bCa We weren’t able to obtain full accreditation for all clips used. Below are the top source videos featured in this piece. https://www.youtube.com/watch?v=WHat_LYrpQE https://www.youtube.com/watch?v=_waPvOwL9Z8 https://www.youtube.com/watch?v=WKHKy89QaV0 https://www.youtube.com/watch?v=CRZZETQguEo https://www.youtube.com/watch?v=fvSDUdJHo6k https://www.youtube.com/watch?v=mvynjSt2EXM https://www.youtube.com/watch?v=4-x2bp61C5E https://www.youtube.com/watch?v=6W56ngxjDu0 https://www.youtube.com/watch?v=AfxUq_QrpyY