Musk's 4 brutal takes on the US-China AI chip war:

1. Short term? US dominates. Long term? China wins.

2. The endgame isn't about who designs chips - it's about who CONTROLS the fabs. Whoever owns chip manufacturing owns AI.

3. If China takes Taiwan, global AI goes dark overnight. 99% of cutting-edge AI chip production isn't in the US - it's in Taiwan.

4. Moving fabs back to US soil isn't just business strategy anymore - it's a national security survival test.

The AI race isn't about algorithms. It's about supply chains and geopolitics. Taiwan is the chokepoint for everything.