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Intel Honesty

stratechery.com

191–200 of 426 posts

Re: Intel Honesty

#191

Earlier quoted context omitted.

> This is just saying democracy is bad It's more subtle than that, because it depends on the scope. Democracy is already not applied in many contexts today, such as most private corporations. In fact I think large companies have many analogous features to communist governments what with the central control and absolute authority. There is certainly no suggestion that a whole state or country should be switched over t…

Again, this happens regularly, they don't actually work. You're advocating for local government to be a dictatorship. Private enterprise is not the same as a government with power over people and land. https://en.wikipedia.org/wiki/Telosa >Telosa is a proposed utopian planned US city conceived by American billionaire Marc Lore and announced in September 2021. https://techcrunch.com/2024/08/23/marc-andreessens-family-…

For me it's a pleasant thing to ponder, especially when faced with the above mentioned existing problems.

> It's insane that people don't recognize how many people have tried before and the awful things that happen when it fails.

I think it's just human nature, perhaps even more so in an engineering community. Look at how much of scientific progress follows that pattern, and even worse with the participants fully recognizing the immense amounts of preceding failures.

Re: Intel Honesty

#192

Earlier quoted context omitted.

> Non-housing costs are quite low in Taiwan. Food and childcare, in particular, are so much cheaper than California that it’s hard to believe. That statement is the problem. Nobody wants to rent. There are too many rental properties, and not enough affordable housing. The reason you need rental properties is because you're already trying to make a living from families having a home. You're not supposed to do that. Th…

The purpose of capitalism is to establish, reinforce, and perpetuate a class hierarchy where the people on the bottom must constantly pay to exist while the people on top constantly get paid to exist. This shit isn't a side effect, it's the entire point of the exercise.

[deleted]

Re: Intel Honesty

#193
post #134

Earlier quoted context omitted.

> Plus, the government could even turn a profit reselling its purchased semiconductors to various US companies! No freaking way. How do you think that’s feasible, considering how fast depreciation goes in semiconductors?

Pork bellies also go bad but you can make money trading them. You don't even take delivery.

are you suggesting the parent comment should be considering derivatives like agricultural product futures?

Re: Intel Honesty

#194
I generally like Stratechery but this is not up to the usual standard.

To the extent that CISC means anything it means “backwards compatible”. Modern ARM cores have multi-step decode and issue: to the extent that RISC means anything it means “we developed this with twenty year’s hindsight so we don’t have to do a lot in microcode yet.” In die area, in TDP, in wafer consumption, it’s just not a big cost.

To the extent that Intel missed AI so did everyone: right now there’s one target and that’s NVIDIA, no amount of HBM/TC ratio tuning is going to change that. Like 3 of 17 Ray/Anyscale tutorials target Habana. The Gaudi stuff works fine if you’re willing to pay the “last year’s model” tax all non-CUDA does.

And bigger picture, on semiconductors it’s the geopolitics people who are watching the bright line: semiconductors are a major power arena, the markets will get adjusted along those lines.

Re: Intel Honesty

#195

Earlier quoted context omitted.

> Non-housing costs are quite low in Taiwan. Food and childcare, in particular, are so much cheaper than California that it’s hard to believe. That statement is the problem. Nobody wants to rent. There are too many rental properties, and not enough affordable housing. The reason you need rental properties is because you're already trying to make a living from families having a home. You're not supposed to do that. Th…

The purpose of capitalism is to establish, reinforce, and perpetuate a class hierarchy where the people on the bottom must constantly pay to exist while the people on top constantly get paid to exist. This shit isn't a side effect, it's the entire point of the exercise.

Unfortunately in their rejection of capitalism, the people have mostly decided to do feudalism, i.e. legitimacy comes from land ownership and land tenure. It is even hereditary: heirs get to pay much lower property tax than transplants.

I don't think we're going to see eye to eye on capitalism, but even Marx would agree with me that it's better than feudalism.

Re: Intel Honesty

#196
post #173
post #156

Earlier quoted context omitted.

Anyone looking to start a new manufacturing business would be insane to consider California for any number of reasons- cost-of-living, (urban) quality of life, regulatory environment, state taxes, etc. Right now manufacturers should be considering other states. Florida, Tennessee and Texas all are income-tax-free and have business friendly regulatory climates. Several states like Alabama and West Virginia offer extre…

Does anyone truly want to live in Florida, Texas, Alabama, WV? (I left Tennessee off the list because it seems a lot to people _do_ want to live in Nashville anyway). I grew up in Texas. I've lived in 5 states and a Canadian province. My sisters house in Fort Worth is assessed a little lower than my house in WI. But her property tax is more than my property tax plus WI state income tax so.....

Florida and Texas are among the fastest growing states in the country, whereas California is losing population.

Re: Intel Honesty

#197
post #184

Earlier quoted context omitted.

Absolutely true. Also I find it strange that the companies in question could easily resolve their workforce issues by forming a fund to build better/faster public transit to link up their offices with less NIMBY-dominated cities, but choose not to do so.

Transportation rights-of-way invoke all the same NIMBY problems, only worse because an individual holdout parcel sinks the whole thing. What they can do is run buses on existing public roads. And they do that. It's still like 1.5+ hours from the Tri-Valley to SF.

I don't think the lack of usable rights-of-way explains public transit issues in the Silicon Valley.

Tech companies had very modest participation in the Caltrain PCEP project, and still barely participate in the Dumbarton rail corridor planning, have made no direct moves to expedite or simplify the BART Silicon Valley expansion, have not attempted to improve the performance of VTA light rail, have not publicly tried to pressure the SF city government to expedite or simplify Caltrain DTC, and have made no proposals to make use of vacant or underutilized rail or ex-rail rights-of-way across the Silicon Valley where no NIMBY opposition exists. (Yes, Atherton is famous for its NIMBYs blocking the original HSR construction plan. It's not currently relevant and can be bypassed.)

Re: Intel Honesty

#198
post #109
post #10

> in the late 2010’s Intel got stuck trying to move to 10nm, thanks in part to their reluctance to embrace the vastly more expensive EUV lithography process TBH, it's easy to say this with the benefit of hindsight. Throughout most of the 2010s, EUV lithography was like the "year of the Linux desktop" - i.e., this year will be the year where EUV was suitable for high volume manufacturing. I don't really blame Intel fo…

>year of the Linux desktop A tangent, and I realise this phrase is a meme, but it has always bothered me. Nobody has ever defined what year of the Linux desktop actually means, so it's a phrase without any real meaning.

[deleted]

Re: Intel Honesty

#199
post #156

Earlier quoted context omitted.

> Non-housing costs are quite low in Taiwan. Food and childcare, in particular, are so much cheaper than California that it’s hard to believe. Those are downstream of housing restrictions to a large extent. From "Housing theory of everything" [0]: Consider a cleaner living in Alabama. In 1960 they could move to NYC and earn wages 84% higher, and still end up with 70% higher income after rent. In 2010, they could move…

Anyone looking to start a new manufacturing business would be insane to consider California for any number of reasons- cost-of-living, (urban) quality of life, regulatory environment, state taxes, etc. Right now manufacturers should be considering other states. Florida, Tennessee and Texas all are income-tax-free and have business friendly regulatory climates. Several states like Alabama and West Virginia offer extre…

Texas actually has higher taxes than California, despite the lack of income tax. They make up for it in property tax AFAIK. California actually has low property taxes for many property owners, thanks to the controversial proposition 13.

Desirable urban areas of California are expensive because we don't have enough housing.

Re: Intel Honesty

#200
post #156

Earlier quoted context omitted.

> Non-housing costs are quite low in Taiwan. Food and childcare, in particular, are so much cheaper than California that it’s hard to believe. Those are downstream of housing restrictions to a large extent. From "Housing theory of everything" [0]: Consider a cleaner living in Alabama. In 1960 they could move to NYC and earn wages 84% higher, and still end up with 70% higher income after rent. In 2010, they could move…

Anyone looking to start a new manufacturing business would be insane to consider California for any number of reasons- cost-of-living, (urban) quality of life, regulatory environment, state taxes, etc. Right now manufacturers should be considering other states. Florida, Tennessee and Texas all are income-tax-free and have business friendly regulatory climates. Several states like Alabama and West Virginia offer extre…

And you would be crazy to move your company to Florida where if you got on the wrong side of the governor, he would go out of his way to punish you.

Florida is my current home state.

You would be much better off moving to GA, TN, AL or almost any other southern state with more traditional business friendly Republicans.

And this isn’t meant to be a Republican vs Democrat thing. More so a “business friendly traditional Republican” vs “culture warrior Republicans”.

I have no opinion of how Democrats run their states. I’ve only lived in two states my entire life - GA and FL. I don’t keep up with state politics in other states.

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