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EM

Elon Musk

05/17/23

@ AstraNova

Currently, our production rate at the Shanghai factory limits our ability to meet demand in the Chinese market, which is a concern for our market share.

Video

A

Elon Musk Full CNBC Interview: "I Created AI"

@ AstraNova

Elon Musk Full CNBC Interview: "I Created AI"

05/17/23

Related Takeaways

LF

Lex Fridman Cast

02/03/25

@ Lex Fridman

If China gains more capacity for chip production, they could dominate the market and undermine American companies' financial performance.

LF

Lex Fridman Cast

02/03/25

@ Lex Fridman

China is investing in high-volume manufacturing but is lagging in research and development.

LF

Lex Fridman Cast

02/03/25

@ Lex Fridman

In 2015, China set a five-year plan aiming for 80% domestic semiconductor production by 2025, but they are unlikely to meet that goal.

AW

Alexandr Wang

11/03/23

@ The Logan Bartlett Show

The reliance on Taiwan for high-end GPU manufacturing is a critical issue, as 100% of these GPUs are produced there, creating a significant supply chain risk.

JM

Jack Ma

02/04/15

@ World Economic Forum

China's economic slowdown is a natural progression; maintaining a 9% growth rate is unrealistic for the second-largest economy in the world.

PH

Peter H. Diamandis Cast

06/04/25

@ Peter H. Diamandis

The restrictions on chip technology to China are a poor decision that forces a conversation we can't reverse, highlighting the U.S.'s dependency on Chinese technology.

LF

Lex Fridman Cast

02/03/25

@ Lex Fridman

US export restrictions have slowed China's progress in leading-edge semiconductor technology, but they have accelerated their capabilities in trailing-edge technologies.

IC

Ian Cinnamon

05/01/25

@ a16z

We are expanding our manufacturing capabilities in Los Angeles while also looking to other states and allied nations, as we believe there will always be challenges regardless of location.

A

Alexandra

09/18/18

@ Y Combinator

We faced challenges with our product's pre-order sales drying up and struggled to maintain press coverage as our product wasn't ready for manufacturing yet.