Uploaded October 2025 | Updated September 2026, 1 day ago

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“The world doesn’t have chip sovereignty — but it does have an allied chip sovereign supply chain.”

In this clip, Gavin Baker explains how the U.S., Israel, Japan, South Korea, and their partners are building a unified semiconductor defense network — one that could decide the future of AI, national security, and global power.

Michael Eisenberg calls it “the most important race we’ve ever run.”

Watch the full conversation on Invested with Michael Eisenberg featuring Gavin Baker.