Chokepoint risk does more than spike the spot price for a season. It re-prices geography permanently: it redirects the next decade of pipeline and terminal investment and hands a windfall to whoever sits on the alternative route.
making intelligence cheap does not automatically make “agency” cheap. people are constrained by time, money, confidence, health, education, institutions, family, geography; a model does not magic any of that away. there’s a perfectly believable future where these tools mostly compound the advantage of people who already have the skill, taste, money and the spare time to use them well.
And you have to have a robust and resilient supply chain. You cannot just depend on one or two player in different geographical. And so, I think, you know, the more and more people going to realize making in United States is critical.
And also, for China, with its geographical setup as it is, uh the seas are going to be open to it only in peacetime. In wartime, this has nothing to do with anyone doing anything to them. It's just facts.
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