The North American Union idea ties into self-sufficiency talks—think resource pooling across the U.S., Canada, and Mexico. BillSobel’s point about fabs aligns with real moves: Texas Instruments is dropping $30B on a massive semiconductor plant in North Texas, set to finish this year. It’s part of a bigger push to cut reliance on foreign chips after the 2021 shortage mess. More fabs mean more control over tech supply chains.