441–450 of 761 posts
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Their market cap is $100B. A bunch of smart people who study this don't think it is fully cooked
>> Their market cap is $100B. A bunch of smart people who study this don't think it is fully cooked nVidia market cap is 4T or about 40x Intels. Im not sure who those smart people are.
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It’s almost like the correct action to take would be a Luddite-style wrench-in-the-works. Sabotage in service of humanity. And as an added bonus, think of all the electricity we’d get back!
Bring on the Bureau of Sabotage from Frank Herbert's ConSentiency universe books!
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If something happens to Taiwan, we won't regret being able to produce these chips domestically. If AI keeps growing like it does, it might even trigger a conflict.
Ah yes, Taiwán - that famously stable nation with no existential threats to its very existence. I don’t think this is an “if” situation, but rather a “when”. There is no question in my mind - it’s simply too attractive to China. It may not come through all out war, but they will eventually claim what they feel is theirs. They operate on much more manageable time scales.
If that is the cost of keeping the value within the western economies, we should pay. Plain and simple. I'd even argue it's cheap.
If something happens to Taiwan, we won't regret being able to produce these chips domestically. If AI keeps growing like it does, it might even trigger a conflict.
Such that the market forces don't push pricing that the plant would naturally die.
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Ah yes, Taiwán - that famously stable nation with no existential threats to its very existence. I don’t think this is an “if” situation, but rather a “when”. There is no question in my mind - it’s simply too attractive to China. It may not come through all out war, but they will eventually claim what they feel is theirs. They operate on much more manageable time scales.
when? 1945 was a long time ago
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What is interesting is if the world is not that reliant on Taiwan chips anymore would China really care that much about Taiwan?
They would. The main reason has always been the location. It’s right at the doorstep of China. It’s the same reason when Russia tried to install missile in Cuba, Americans dont like that. Cuba “crisis” is actually a US centric term. Also on east coast of Taiwan, theres a deep waters, submarines can enter pacific ocean much more stealthily. Everything else is just bonus to them. Semiconductors, supporting nationalism,…
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Bad news. We’re exploding NSF, NASA and many parts of DoD. Universities are uncertain as those acts are digested. That era of American history has passed. Innovation gives way to consolidation and cronyism. Think Mussolini’s Italy.
If you have any evidence for the claim that "many parts of DoD" are being exploded/defunded, it would be really interesting to see that. As far as I can see, just the opposite is true; the military industrial complex looks like it's increasing in size and scope.
A lot of cash is going to be redeployed towards tilting at the windmill of domestic ballistic missile defense… while we’re watching a war in Ukraine where cheap drones are demonstrating that most major weapons platforms are functionally obsolete.
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If something happens to Taiwan, we won't regret being able to produce these chips domestically. If AI keeps growing like it does, it might even trigger a conflict.
Ironically my only opposition to US chips is that we’re less liable to protect Taiwan if China invades