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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...
Dan, I rode and have observed a Tesla with the latest software updates that I think aren't available to the general public. Nothing short of amazing and I have only seen one small, non-dangerous hiccup. I rode for about half an hour on full autonomous and it already puts a human driver to...
Paul Tudor Jones on CNBC this morning rated AI as the most dangerous threat we face. He feels it's time to develop some regulations or guard rails for the destructive capability that is only increasing. I feel this is the time to start acting to keep AI out of the hands of bad actors or...
Excellent observation, robotics and automation of all types is only set to grow at an ever-increasing rate as robotics and AI/ML take off with ever increasing speed. A no brainer if there ever was one.
TSM's ecosystem of customers, suppliers, government backing has reached a point where there is no real competition at the leading edge and many other areas as they can use paid for older fabs to compete across a larger and larger share of the non-leading-edge business. I don't see any real...
With each new fab TSM builds, Intel falls farther and farther behind. All Intel can hope for is to focus on a specific area where they still sufficient resources and strength to compete. If Intel doesn't focus, soon they will have no area where they don't have significant and established...
It's the ecosystem, and this area TSM wins hands down with a lead that is almost insurmountable. I haven't heard a word on who Intel will work with both as customers and suppliers, both of which are critical.
Could the time latency severely limit the value of the Chinese data centers as distributed compute power will be the future as the cost of memory comes down and speed increases?
Any thoughts on TSM becoming a robot builder as the closer to the task the processor is the better. Any thoughts, comments or additions on these thoughts appreciated. TSM would be able to provide a level of sophistication and expertise to have large influence on the robotic ecosystem. Maybe...
As AI/ML take off, what company/companies will provide the processors and electronics to dominate? I feel this will become an ecosystem, where the system improves the process as it learns. What do readers think the ultimate partnerships will be the winners since mechanics and electronics are...
