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US Intel

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411–420 of 581 posts

Re: US Intel

#411

Earlier quoted context omitted.

So current management, who had proven incapable of running a business, will be trusted to ignore past political games and just retain talent? That's certainly a take

Presumably the same management that is proposed to be axed en masse with the 50% they are now tasked with selecting...

Let's flip it. Direct reports get to vote on whether they would be better off without their manager.

Re: US Intel

#412
post #96

Earlier quoted context omitted.

Trillions of dollars spent just for redundancy? Most wouldn't even succeed in building a working process, forget profitable.

Whats wrong with redundancy? Not having redundant supply of anything is a problem as human history has repeatedly shown. I think this kind of modern "more profit = more better" is just a ticking time bomb for a massive disaster, and it isn't like we haven't had any warning signs about critical supply problems for any number of resources and goods.

If you can print the money required with no bad consequences, go right ahead and build all the redundancies.

The problem with bleeding-edge fab is it's a (fast) moving target. It's not a solved problem. And customers can't simply migrate their designs to a different fab, as the designs are increasingly specific to a process.

I do think we need more fabs but not this kind. Very low cost fabs with standardized PDK and open(ish) tools, should be as simple as ordering a PCB. Not going to happen anytime soon though, needs old fabs to stop production and the bleeding-edge to hit a hard wall. Can't compete with fully depreciated legacy fabs/nodes.

Re: US Intel

#413

Earlier quoted context omitted.

Thermodynamics is also the limiter in AI these days.

Not necessarily the real limiter, right now, is finding a combination useful and profitable application. Simply charging money for generalized AI access is never going to be the ideal profit center.

>Simply charging money for generalized AI access is never going to be the ideal profit center.

Exactly. Margins are dropping rapidly: https://ethanding.substack.com/p/openai-burns-the-boats

Re: US Intel

#414
post #305
post #280

Earlier quoted context omitted.

Taking 10% of Intel. Intel was already supposed to get this money and then retroactively were told to give up 10% for it

FWIW, in exchange for less restrictions on what they do with the money and less strict clawback terms.

I don’t believe that, I believe it was in exchange for not pressuring the CEO to step down any further.

This looks like an incredibly corrupt action.

Re: US Intel

#415
If the US did go all the way with 100% ownership, would that even be a bad thing? American companies would have access to cutting edge chips which would presumably be able to be sold near cost at least on the domestic vs export market. No where on earth would be able to offer as competitive a margin. Innovation in so many categories would be spurred and would happen stateside.

Re: US Intel

#417
post #87

Earlier quoted context omitted.

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.

VCs are happy to send a vast majority of their investments in search for billion-dollar company. There is no chance to get an agricultural startup to billion dollar valuation, agricultural innovations don't scale at a click of a button.

I don't see any reason in principle why a $1B+ exit wouldn't be possible.

This YCW18 ag company was acquired less than 3 years in by John Deere for $250M: https://techcrunch.com/2021/08/05/john-deere-buys-autonomous...

Re: US Intel

#418
post #173

Earlier quoted context omitted.

What 'enemies'?

Exactly. If any, the US is one of those countries everybody else is afraid of. Americans may be proud of that, but that’s pure bullying.

>Americans may be proud of that, but that’s pure bullying.

It's slightly weird to me how foreigners seem to look on the Trump era as personifying the US to a greater degree than e.g. the Biden or Obama eras. Trump is not especially popular right now: https://www.economist.com/interactive/trump-approval-tracker

Re: US Intel

#419

Earlier quoted context omitted.

How about those folks actively engaging in behavior that damages the US?

In that regard, US is obviously Europe's enemy, isn't it ? ;-) :-D

Worth distinguishing between actively engaging in harmful behavior, and "failing to help". The Europeans have taken the US for granted for so long that when the US is only Ukraine's #1 donor country in absolute terms by far, their main response is to complain that even more help should be offered, and pretend the US is somehow hurting them.

https://www.ifw-kiel.de/topics/war-against-ukraine/ukraine-s...

Keep in mind that Ukraine is literally on the opposite side of the world from us. What's Brazil doing for Ukraine? What's Australia doing?

As an American, I consistently argue that the US should not ally with Europe here on HN. But even I don't argue in favor of actively working to harm Europe. I just think we should cut Europe loose, because nothing we do for Europe will ever be enough, and Europe is a wealthy region that's plenty capable of providing for itself.

And before you say anything about tariffs (which are paid by US companies btw), read this article: https://archive.is/MxUAa See also https://archive.is/WQQ45

Re: US Intel

#420
Honestly the fact that we don’t have a sovereign wealth fund invested in US equities is just silly. I get that you don’t want too much central interference in the economy but it feels like leaving money on the table
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