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US Intel

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Re: US Intel

#461

Post by sofixa »

safety1st wrote: post #448
lmm wrote: post #443

Earlier quoted context omitted.

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 wil…

It is wild to see someone bringing the benefits of tariffs and free markets at the same time.

The two are kind of antithetical.

Re: US Intel

#462

Post by epolanski »

mrheosuper wrote: post #403
epolanski wrote: post #315

Earlier quoted context omitted.

Modern cars are powering multiple (as in 3+) screens at the same time, including games, streams and videoconferencing.

which can already be done with >7nm chip.

Yes, everything we have out there can already be done on 28nm chips, that doesn't mean that the goal stays idle. And in a car you have hundreds of subsystems to control and monitor too.

Re: US Intel

#463

Post by camillomiller »

bix6 wrote: post #87
troad wrote: post #65

Earlier quoted context omitted.

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.

Because, despite all the belated narratives from a lot of people perusing this very website, Venture Capitalism is not a driver of innovation. It's an efficiency filter to supercharge capitalism and speed up the concentration of wealth into the pockets of the VCs themselves. Software is nimble, has less overhead, can be optimized for profit faster, can be recombined, pivoted, repurposed way faster. Ergo, the market economics of VC are terrible at naturally selecting for innovation with a societal benefit, because that’s absolutely not in their firmware.

Re: US Intel

#464

Post by cylemons »

otterley wrote: post #142
troad wrote: post #65

Earlier quoted context omitted.

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.

Let’s not forget here that Chinese companies operate some of—if not the —most popular social networks in the world. WeChat and TikTok/Douyin are enormous. (Also, in neither country is the majority of its GDP comprised of websites.)

They may be the most popular but more importantly how profitable are they

Re: US Intel

#465

Post by athrowaway3z »

baq wrote: post #180
bix6 wrote: 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.

only in software there's a clear, tried and tested multiple times path for 1000x ROI for an investor. thermodynamics themselves limit ROI for anything physical.

AI is two things.

- The chatbot people have a personal attachment to

- The processing tool.

In the second, you only care about the result. Something like Claude Code can call any other provider if that's cheaper and visa-verse. Once I have the result, my dependency / lock-in is no more than a brand of toilet paper. The providers will have to do the 'capitalism thing' and compete.

It's almost like WeWork's, valuated at IT levels by being in the style, only for investors to eventually figure out the marginal production costs are not reducible to near 0, and you can't just bully out competition / network-effect to get a monopoly.

And this applies to any company that wraps and re-sells AI.

Something the tech-VC world is so unfamiliar with, it's scrambling to present the truth of what is 'econ-101' for the rest of the world.

Re: US Intel

#466

Post by af78 »

0xDEAFBEAD wrote: post #451
troad wrote: post #446

Earlier quoted context omitted.

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…

Don't forget France. The far-right party is most popular by far: https://www.politico.eu/europe-poll-of-polls/france/ The majority of second-round polling has the far right winning the next presidency in France, potentially even by a landslide: https://en.wikipedia.org/wiki/Opinion_polling_for_the_2027_F... For that reason, it's rather ironic to me when I see Europeans rally around Macron. France is poised to rug-pul…

I share your pessimism.

Le Pen's far-right National Rally (RN) has had ties with the Kremlin for a long time. That alone should have discredited this party a long time ago, but no, it is ranking as high as ever, even after russia's overt invasion of Ukraine in 2022.

Mélenchon's far-left "France Insoumise" party ranks very high too, and is similarly pro-russian, anti-EU, anti-NATO.

In the town where I live, more than half the votes have gone to the RN these past elections. I often feel like a Cassandra.

Re: US Intel

#467

Post by safety1st »

sofixa wrote: post #461
safety1st wrote: post #448

Earlier quoted context omitted.

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 wil…

It is wild to see someone bringing the benefits of tariffs and free markets at the same time. The two are kind of antithetical.

Well, an internal, relatively free market with some barriers against foreign competition is exactly the strategy that a number of Asian countries employed to get rich, and furthermore, earlier in its history the USA did exactly the same thing. Whether it is "antithetical" or not.

I think your comment is low quality. Like I made an effort here to write at length about how government and economics work in the hopes that someone would learn from it, and you strawmanned one idea and called it "wild." This is not the Hacker News way and it is not commenting in good faith.

Re: US Intel

#468

Post by 0xDEAFBEAD »

sofixa wrote: post #458
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

> 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. That's easy to explain. Trump is so much out there in being aggressively obnoxious, criminal, racist and senile. His platform was a list of nonsense combined blatant diminishing of rights and social progress. The fact that a majority of voting Americans chose him is ir…

You say you cannot understand anyone who voted for Trump. Can you understand anyone who plans to vote for RN, the most popular political party in France by far, lead by a woman who said she shares Putin's global vision?

Do I get to blame you if RN wins the presidency? Same country, after all.

Re: US Intel

#469

Post by frognumber »

georgeburdell wrote: post #23
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…

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…

As a former EE, it's not just pay.

The cog-in-a-machine corporate culture is not fun. Tech culture is much healthier.

There's no upside to big electronics companies here.

Re: US Intel

#470

Post by 0xDEAFBEAD »

sofixa wrote: post #459
troad wrote: post #446

Earlier quoted context omitted.

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…

> 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 Yes, Orban says nothing about Europe. It says plenty about Hungary though. Europe not being a country, and the EU being very heavily decentralised, that makes sense.

>Orban says nothing about Europe.

Hungary is literally in Europe. If Orban says nothing about Europe, then nothing can ever say anything about Europe.

Your country is choosing to stay in a union with Orban's. If EU membership is meaningless, as you imply, it should be easy for your country to quit in order to make a point about Hungary.

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