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I was under the impression they all agree it's theiretically possible but wildly impractical to pull off.

The wildly impractical parts are some of the specific details, e.g. the logistics of getting a specific board to a specific customer without involving enough people that it creates a high risk of getting caught.

But if you just backdoored a random 10,000 boards out of ten million and let them go to 10,000 random customers, you would get internal access to thousands of random companies, and at least some of them would be interesting.

In a previous discussion of this on HN, there was some disagreement about whether what is described by Bloomberg is a viable approach. But I don't know enough to know how valid the debate is.

This is a great point.