Comment by ehfeng

I'd agree that China is preparing to be cut off, but it's not because of Taiwan. Dan specifically mentions this:

"In vain do I protest that there are historical and geopolitical reasons motivating the desire, that chip fabs cannot be violently seized, and anyway that Beijing has coveted Taiwan for approximately seven decades before people were talking about AI."

Consider the historical timeline: "Fortress China" policies coincide with the rise of American protectionism on both sides of the aisle and the introduction of chip restrictions and punishing tariffs. Taiwan is an emotional/nationalist issue for China, but it's only one part of their policy, not the lynchpin as your comment suggests.