What Happens If Taiwan’s Chip Factories Go Dark?

Mike Armstrong and Paul Lane sit down with New York Times reporter Tripp Mickle to examine one of the biggest hidden risks in the global economy: America’s dependence on Taiwan for advanced semiconductor manufacturing. With TSMC producing the vast majority of leading-edge chips used by Nvidia, Apple, and other tech giants, the hosts explore what would happen if geopolitical tensions, a blockade, or even a natural disaster disrupted production — and why Silicon Valley has done little to diversify that risk.The hour also covers Nvidia’s strong earnings and the market’s skeptical reaction, the long-term implications of AI-driven electricity demand, and whether expanding 401(k) access could meaningfully improve retirement outcomes for American workers.