TSMC's pure-play foundry with standardized ecosystem defeated Intel's IDM model; CHIPS Act helping but US leading-edge share only 18% vs Taiwan dominance; Intel foundry progress real but lo…

Taiwan has <3 weeks energy reserves; a blockade would brown out fabs for 90+ days, causing economic impact worse than Great Depression; China has rehearsed blockade 7 times in 4 years.

Multiple qubit modalities (trapped ion, photonic, spin) now demonstrate error correction; engineering scale is the only remaining barrier; meaningful commercial results expected this decade.

Non-technical users build production apps in hours via Lovable; enterprise customers replace 10+ tools saving $1M+/year; software becomes 100% bespoke as engineering bottleneck disappears.

Platform uses multiple frontier models plus own post-trained open models; 1M new projects/week provide massive RLHF data flywheel; open source enables cost/performance optimization.