171–180 of 581 posts
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Robust and redundant manufacturing spread across the world with more opportunity for innovation?
Trillions of dollars spent just for redundancy? Most wouldn't even succeed in building a working process, forget profitable.
In case the first backup fails.
What are the chances that both a primary system and its backup would fail at the same time?
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They're just hard. What is the US robotics startup that you would use as an example of success? iRobot? It barely broke even.
How is boston dynamics doing? They do very cool stuff but it feels like they struggle commercializing their technology. I remember they were once bought by google I think? And then spat out...
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If I may add my view as a formerly high-achieving semiconductor worker that Intel would benefit greatly from having right now, a lot of us pivoted to software and machine learning to earn more money. My first 2 years as a software engineer earned me more RSUs than a decade in semiconductors. Semiconductors is not prestigious work in the U.S., despite the strategic importance. By contrast, it is highly respected and r…
We have developed an economy oriented around selling one another websites, and we are only belatedly noticing that none of our enemies seem to have followed.
It would have been more effective to pay Micron to build up the capabilities to be a general-purpose fab to compete with TSMC.
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It's such a stunning dereliction the US let things get to this point. It's a side effect of systemically putting short term gains ahead of long term research. CHIPs act may be too little, it is certainly too late...
> systemically putting short term gains ahead of long term research That's more the stock market than the US government though. You could argue the US government tries to play a long game, and often the way the US plays that game is to let the free market decide (hands off, small government). It's definitely a valid strategy and has worked extremely well in a number of other industries, but for this specific niche, l…
I can't make the argument that the government is "hands off, small government" because I simply don't see the evidence of that. To the contrary, I have seen things like TARP, stimulus checks, oh, and the government buying 10% of Intel.
Does the US need a domestic Intel more than domestic ASML (or Zeiss for that matter)?
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It’s ridiculous. It’s so easy to find VC funding for software but heaven forbid you try and make agricultural innovations. Biotech is slightly better but still a struggle. Hardware only counts right now if it’s defense tech but even then people would rather have another SaaS.
Yeah seeing the innovations DJI is making in agriculture makes me wonder why VCs do not want to fund other startups like it. I know the margins are worse and it takes way more capital to fund hardware companies, but that has to be better than funding another chat-gpt wrapper. I guess that is why I am not a VC though lol.
Contrast this with biotech venture capital which has been doing well for decades, often investing more capital in a year than software VCs. The difference is that all the research, clinical trial, and manufacturing expertise is already here and concentrated in a few localities like South San Francisco, San Diego, and Boston.
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If Intel were well managed they would purge like 2/3rs of the managers and anyone in the bottom 50th percentile and then pay whatever it takes to get people skilled in their core industry back, training the remaining people as necessary to fill in gaps for the future. They literally cannot have a culture that encourages the now-traditional job hopping that is so pervasive in American business culture. They can't affo…
Who gets to determine the bottom 50th percentile?
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We have developed an economy oriented around selling one another websites, and we are only belatedly noticing that none of our enemies seem to have followed.
It’s ridiculous. It’s so easy to find VC funding for software but heaven forbid you try and make agricultural innovations. Biotech is slightly better but still a struggle. Hardware only counts right now if it’s defense tech but even then people would rather have another SaaS.