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What companies do readers feel will dominate the different areas of quantum computing from memory to chips to software to entire ecosystems? Any thoughts or comments appreciated. Any thoughts of quantum computing dealing with advanced automation and robotics also appreciated.
TSM is working on quantum computing technology. I have little doubt they will take the lead in this area to, maybe with partners if needed. Any company working in quantum computing would want TSM as a powerful and rich partner.
As a long-term investor in TSM, they have entered a zone where only a few companies in other fields can operate. TSM is a one of a kind in the semi sector where they not only support themselves, but others in their ecosystem from suppliers to customers have a vested interest in TSM continuing...
At what rate do the readers feel robotics and automation may replace a significant portion of labor in a modern economy? How much do readers feel it will replace what percentage of manual and professional labor needs and on what timeline. This has been taking place for years, but with AI/ML...
Would it be possible to have an AI set up to only help advance a government and the will of the people? Not to replace all politicians or even have a vote, but to clarify the viability of projects and legislative actions. Looking at the quality of politicians, this might be a viable option...
Automation is advancing and going down in price and will really increase efficiency as the cost of AI/ML to handle it comes down like all technologies come down in price as the advances are made and mass production of automation tools and software starts to dramatically lower costs by operating...
With the price of education at all levels going through the roof, education and training should be the next great area of automation. It should not only lower costs and time but increase quality. With knowledge approaching the shelf life of fruit(one engineer its not even that) automation...
What country will lead in physical automation for the country that master's it will remove the most labor costs. Also, who will be the leader in creating the automation to build physical objects? All this is being done all over the world, but some countries and companies must be the leaders in...
Corweave has a one year pay back on their AI investments and then it's almost pure profit. They only build contracts that support a one year payback. This just shows how high the return on AI investment is right now. In business a one year pay back is almost unheard of. It will be...
The big question is not if, but when AI entities become supervisors and management. It will start at the lower levels and work up from there. It has already started at the edges and is only going to work up the ladder from here. Even if AI doesn't fully take over, it will extend the power and...
As the world evolves, economic warfare will displace much of traditional physical warfare. China should fully realize this and it's past time for the western powers to take this into account. This change is brought about by vast increases in computational power combined with near instant...
AI/ML will become a serious weapon of war and I have doubt it is already on this path. Combined with software warfare, this will open entire new fronts that even most military strategists have not taken seriously yet. The leverage AI/ML warfare offers are to be too tempting for the major and...
I met with one of his admins while on a holiday and learned one of his greatest attributes was an open mind and a willingness to listen to new approaches and ideas from others and helping them to execute and covert their thoughts if viable into reality.
With shrink coming to an end, what's next? Are chiplets and stacking be the next stage in the semi sector? What will be the next major advancements in the semi sector? A mix of optical and electrical? Any thoughts or comments appreciated and what companies are working in new frontiers. Thanks
Look up cube warehouses that have no people, use space and energy at an extreme efficiency. The rack structure supports the building which is like a huge vending machine of gigantic proportions. Almost ne people are required and run dark. More and more factories are able to run dark with no...
The ability to have self-driving vehicles from cars, trucks, mining equipment to running research labs is just the beginning of a change in human history that will change everything from commerce, manufacturing, transportation, education just to name a few. The economic impact has a ability to...
With robotics, AI/ML, communications and knowledge in general advancing at an ever-accelerating rate, everything from research to production to sales to obsolescence are going to require the very structure of government, education, society and business to change. The useful half-life of...
