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Check out Icon Technologies . Their business plan is to essentially revolutionize construction by utilizing 3D printing. I have been to their fabrication site down in Austin, it was an eye opening experience seeing a 1/4 acre 3D printer. They can have a frame of a house done in a day or two. See...
If this war has shown us anything, it is that Russia in fact definitely could not occupy Poland or Germany, let alone both of them in a week. They have struggled with massive logistical issues within a stones throw of their border. What makes you think they could strike hundreds of miles deep in...
Could be wrong about this... but I would argue that the Govt has never treated taxpayer money in the way we would like it to be treated. IE constantly wasting/inefficiently spending money, this is what happens when a organization has zero real world accountability. As much as I would love for...
I think at this point Intel getting capital from the government is the method with the least "strings attached". The question is should the funding be distributed in a manner that allows for more accountability and efficiency in the allocation of funding. While Intel might not be the best case...
I totally agree with the logic against "free money", but I think federal stakes in private business creates it's own share of issues as well. Just thinking about it for a second, how would they go about purchasing these shares? straight from intel and diluting the stock more? If the government...
I think the technical term for the market conditions of the Semi field is best characterized by the term "Oligopoly". This is where a market is dominated by a small number of firms and there are significant barriers to entry, a level of interdependence between firms, and a large economic moat...
Interesting take! I agree completely on your take of the Chinese market, however I would be wary in discounting future innovation in terms of applications. Specifically referencing AI, while it may seem like "hype" at the moment, there is massive potential utility (and a market to go with it) in...
