Damon Binder reveals why running out of chips may matter far less for AGI than running out of gas turbines, solar panels, and power plants: "If you're TSMC, and you produce twice as many chips as demand wants, you've maybe just destroyed the farm. But if you produce 50% of the chips, then you just make a lot of money." "It might seem strange to call it conservative given the huge valuations. But if you genuinely had AGI in 2030, then these valuations are a bargain. The reason all these firms…