“Revenue of around 6.5 billion, broken down to 32% in the Americas, 28% in China and Taiwan, 28% in EMEA, and 12% in the Asia-Pacific region”
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Said on The Desert Island Investor
How I Invest with David Weisburd · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
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Estimated a 12% chance that China will invade Taiwan by the end of next year
12%
“Revenue of around 6.5 billion, broken down to 32% in the Americas, 28% in China and Taiwan, 28% in EMEA, and 12% in the Asia-Pacific region”
“I woke up at 4:30 every morning for 14 months, including the weekend… I could talk to my counterparts in China and Taiwan… and then I'm talking to patients and scientists here”
“China had, I think the number was 560 gigawatts was produced last year.”
“If interest rates simply stay where they are for the next 12 months, the government will have to pay an incremental $500 billion in interest expense”
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