“they don't have standardized equipment for their thing…” — Dwarkesh Podcast at 1:31:42
“they don't have standardized equipment for their thing because there's the only use for it. And in a world where we're making 10, 100 times as many chips at the current node, then they would benefit from scale economies and all of that would become more mass production industrialized. And so you combine all of those…”
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