Viewing profile — ikono

Intel's 120mm2 Core chip is built on a smaller process than the ARM based competition meaning there are far more transistors on that $200 chip than the one you are comparing it to.…

Personally, I like to write ideas down as they come but prefer to let them stew there for a while. My problem is that I get excited about something initially but that excitement fa…

Right or wrong, your argument is exactly why Ballmer is still in charge and at the same time the reason many think Microsoft's future is bleak until he's not.

I certainly understand where you're coming from but obviously disagree at least partially. There is a difference between saying that the government should invest in and fund all co…

I think their powertrain business has always been profitable. It just would have taken a lot longer to build up to the point they are now.

I don't really think you can evaluate government loans the same way you would as a private investor. The federal government has defacto senior equity in every company that is incor…

I'd don't have any particular love for public schools but k-12 is covered by government in the US. There's no reason that it couldn't or shouldn't extend down. In my view, educatio…

I agree. The way the laws have been interpreted are incredibly arbitrary and create way to much uncertainty. Horse racing and fantasy sports are legal because they have friends in …

That doesn't really surprise me at all yet it still manages to upset me quite a bit.

I'd extend that thought and say the problem with American secondary education is American primary education; and the problem with American primary education is American pre-school …

There's no doubt that there is a lot wrong with education in general but there's also a lot of great things about it too. The value of bringing together a large number of young, in…

I can see what you mean to some extent. The top of the line server parts are still Sandy Bridge-E. By the time Ivy-Bridge-E is out Haswell will be available on the traditional PC s…

What do you mean by Intel is making the wrong bet by going all-in on mobile? By mobile are you talking about smartphone/tablet or laptop? What would you do instead?

That doesn't mean it has to be that way, does it? I wasn't implying that the yc model is a replacement today, just that it perhaps could be in the future for at least some subset o…

Just thinking out loud here but is it possible that places like Y Combinator will end up fulfilling this role in the future?

I completely agree but isn't this really a failing of our current world/society? Many of our best and brightest spend huge amounts of money and two years of their life just so they…

I guess it depends on how you define sky high. LinkedIn is trading at 2100x earnings according to google finance. Now there are certainly times when P/E is meaningless and LinkedIn…

How do you conclude that Netflix is overpriced? I've said this before but anytime a stock is trading at an earnings multiple significantly higher or lower than average, the burdon …

That's pretty fascinating. I just assumed that the majority of their net wealth was in the form of MSFT shares. I'm now very curious what the other 2/3s of their net worth is held …

I can't stand Ballmer but I don't think he's going anywhere soon. Some quick math says that Ballmer and Gates own about a third of Microsoft combined. It'd be very hard to push eit…

You should consider taking donations. It'd be a good way for people that can build it themselves to show their appreciation without having to give 30% to Apple.

Kasparov wrote another article about this topic. It turns out that a computer paired with a human is far stronger than the computer alone. http://www.nybooks.com/articles/archives/…