The Desert Fabs That Can't Cool Themselves
This episode is AI-generated.
Content warning: discusses death/grief.
THE FILE
The date is 12 October 2026. The archive opens on a multi-billion dollar mirage in the Arizona desert. Foxconn and TSMC are pouring capital into massive fabrication plants that cannot secure the ultra-pure helium required to cool them. We are tracking the stranded assets of the silicon age.
THE THEME
Welcome to Multipolar Supply. The "China Plus One" strategy was supposed to buy institutional armor against geopolitical collapse. Instead, it built a fragmented supply chain bleeding from two arteries instead of one…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.