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US Intel

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Re: US Intel

#441

Post by trhway »

themgt wrote: post #7

I’ll be honest: there is a very good chance this won’t work .... At the same time, the China concerns are real, Intel Foundry needs a guarantee of existence to even court customers, and there really is no coming back from an exit. There won’t be a startup to fill Intel’s place. The U.S. will be completely dependent on foreign companies for the most important products on earth, and while everything may seem fine for t…

>There won’t be a startup to fill Intel’s place.

That’s Intel management’s FUD building a moat against such startups with the government’s help.

Several billions of dollars is not a scary level of funding these days for such startups to happen. Plus CHIPS pile of hundreds of billions. Plus Nvidia, Google, Amazon, Apple and others can always form a consortium to build a foundry. A lot of options, yet all of them are being killed by the Intel management skillfully working the bronze ear. That is how a tech race is lost - by letting government instead of the market to pick winner.

Re: US Intel

#442

Post by 0xDEAFBEAD »

blackoil wrote: post #438
0xDEAFBEAD wrote: post #418

Earlier quoted context omitted.

>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

What's the point of democracy if people are absolved by simply claiming "not my president". Trump isn't a surprise elected first time.

>What's the point of democracy if people are absolved by simply claiming "not my president".

I don't believe collective punishment or collective guilt was ever the point of democracy, sorry.

What's the point of moral reasoning, if people can blame others for events they didn't cause, simply by saying the word "democracy"?

Re: US Intel

#443

Post by lmm »

safety1st wrote: post #436
themgt wrote: post #7

I’ll be honest: there is a very good chance this won’t work .... At the same time, the China concerns are real, Intel Foundry needs a guarantee of existence to even court customers, and there really is no coming back from an exit. There won’t be a startup to fill Intel’s place. The U.S. will be completely dependent on foreign companies for the most important products on earth, and while everything may seem fine for t…

Well, there's a really easy and straightforward explanation for how this happened. It's just uncomfortable for everyone who's succeeded because of it. So they don't say it. America abandoned free enterprise in favor of managed monopolies. It happened via a wave of financialization, globalization, government bailouts, mergers and consolidation that all granted immediate financial benefits to shareholders, at the cost…

That's backwards. US companies moved manufacturing out of the US because other countries had competitive advantages (often cheaper labour), not because they weren't free enterprises but they were. Making stuff in the US doesn't make business sense. Patriotism doesn't make business sense. If you tell companies their business is to compete with each other to be the most profitable, that's what they'll do, and that's what they did.

Re: US Intel

#444

Post by sitkack »

Fade_Dance wrote: post #360
sitkack wrote: post #274

Earlier quoted context omitted.

We need regulation around how VCs work. They are in a house flipping game and nothing more, slapping on a bad kitchen remodel and then handing the hot potato onto the next sucker.

Why not just let it play out in their own arena? We already had the major unwind with the interest rate hikes. The tide went out and the players with their pants off were exposed for the most part. That said, allowing VC into 401ks and such I would agree is an abominable idea, because this stuff isn't marked properly until it is in distress. Actually, that area could use better regulation. Volatility laundering is al…

Letting them have their own thunderdome is regulation. It means they don't get to pee in our pool. I am all for a freemarket, but it needs to be kept in a cage match.

Re: US Intel

#445

Post by [deleted] »

blackoil wrote: post #438
0xDEAFBEAD wrote: post #418

Earlier quoted context omitted.

>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

What's the point of democracy if people are absolved by simply claiming "not my president". Trump isn't a surprise elected first time.

[deleted]

Re: US Intel

#446

Post by troad »

0xDEAFBEAD wrote: post #418
tkiolp4 wrote: post #354

Earlier quoted context omitted.

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

And for some reason Europe is always excused from that standard, despite Orban, Fico, Meloni, Wilders, Nawrocki, Erdogan, etc etc.

We're meant to believe that the 49%-to-48% election of Trump is some deep window into the eternal American psyche, but Orban's fifteen-year drive into corrupt, racist autocracy, endorsed by the voters at every turn, is just some sort of very temporary oopsie that says nothing at all about Europe.

When Meloni uses her pulpit as a popular Italian prime minister to attack gay families, you don't see anyone claiming this reflects the bullying nature of the Italian people, but that's par for the course for coverage of Americans and Trump. Swathes of Poland declaring themselves "gay free zones" is an aberration from European values, whereas anything that happens in deepest Alabama is the truest reflection of the American spirit.

It's mere hypocrisy.

Re: US Intel

#447

Post by sumanthvepa »

qwytw wrote: post #86
Diog wrote: post #51

To be honest, for most Chinese people, the reason we haven't taken action regarding Taiwan is not because of TSMC, but rather our patience with the current will of the Taiwan people. However, this patience has its limits. Even if TSMC has better chips now, China mainland will surpass them next 10 years. You can compare the gap in chip technology between Chinese companies in 2015 and that projected for 2025 to see thi…

> companies in 2015 and that projected for 2025 to see this trend It's easy to grow very fast when you are starting from a very low base. Especially when you are chasing someone. It's a bit like China's GDP per capita. If it continued growing at the same pace as between 2000 and 2020 it might have had a chance to catch up with US in a few decades or so from now. Certainly Western Europe. Yet based on current trends t…

The problem with predicting that China won't catch up on GDP per capita with the West is that the West too went through those growth phases about a century or two ago. It will take a 100-200 years, but China, and the rest of world will catch up. Just a matter of time. A long time no doubt. But it will happen.

Re: US Intel

#448

Post by safety1st »

lmm wrote: post #443
safety1st wrote: post #436

Earlier quoted context omitted.

Well, there's a really easy and straightforward explanation for how this happened. It's just uncomfortable for everyone who's succeeded because of it. So they don't say it. America abandoned free enterprise in favor of managed monopolies. It happened via a wave of financialization, globalization, government bailouts, mergers and consolidation that all granted immediate financial benefits to shareholders, at the cost…

That's backwards. US companies moved manufacturing out of the US because other countries had competitive advantages (often cheaper labour), not because they weren't free enterprises but they were. Making stuff in the US doesn't make business sense. Patriotism doesn't make business sense. If you tell companies their business is to compete with each other to be the most profitable, that's what they'll do, and that's wh…

It's not backwards. It's ECON101.

Government makes policy.

Government decides when and where to apply tariffs.

If government applies a tariff on imports from any country that has cheap labor, businesses will stop offshoring to that country because it will no longer be cheaper.

Or at least, that's what businesses do in a free market economy. In the free market where many firms compete for your dollar, they can and will compete on price when they have to.

But in a "managed monopolies" economy like 2025 America, they may just raise prices instead because they have at most 2-3 competitors, and all it takes is a few games of golf, a wink and a nod to keep prices high.

We used to call that a cartel, prosecute the shit out of those companies, and defend the free market.

America's government stopped doing that. Now our enforcement is Luigi. When and where will the next Luigi strike? How many Luigis do you want to see? I would rather have government resume serving the People, it will work better, like it did with Standard Oil and AT&T.

Patriotism is not required. Policy that puts the people first plus competent law enforcement against corporate crime is all that we need.

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