[SmokingJoe]

“Right now, basically they're 3 companies in the world that make advanced semiconductors, Taiwan Semiconductor, Samsung in Korea, and Intel here in the USA.”

Musk is busy building a massive $129 Billion Terafab in Grimes County Texas as we speak, by far the world's biggest chip fab.

[srmanuel]

If Terafab comes off as planned that will huge in terms of advanced semiconductor manufacturing

One off the main reasons I’m totally against slowing or stopping AI development is the bottlenecks we have now will eventually be eliminated thru capital investment and new technologies being developed, if you stop or slow down AI development those new technologies might not ever be developed or if they are it will be years in future

[Zathras]

Musk lacks the one thing the rest of them have.
A knowledge base of experienced people.
Globally, there is a very limited number of experienced people with knowledge of submicron lithography.