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Indeed, the pace of the stock turnaround is clearly much, much faster than any real turnaround. The Intel supertanker is turning, but even with LBT at the helm organisations like Intel don't react that fast. Solving tough engineering problems and sorting our new product roadmaps takes more than...
Interesting data there. Of course, there might be some non-salary compensation (stock options and similar) in the US which might make up some of the gap. But clearly not all and probably only a fraction. It would be very interesting to see this data for other countries (Korea, Japan, Germany...
It's all very well to assume that Elon Musk is a genius and that this somehow gives him the right to open his mouth without much thought and brainstorm in public. But not if he's running a publicly listed company and these pronouncements are materially affecting stock prices (whether...
I like it. Sounds like he may have cut HR out of the process while he's at it (if he had an HR function in the first place).
And I think this is quite wrong (about "no effort"):
"For the small community of engineers qualified to design AI training processors, Musk’s hiring experiment creates...
I'm also missing something about the financial benefits of this.
@hist78 initially claimed this was a cash infusion into Intel by SoftBank. If it's just a share purchase, I don't see how it could be. If it's some more complicated transaction involving Intel "treasury stock" (not an expert on...
"Musk, who has made a number of inaccurate forecasts about robotaxi rollout".
IIRC, he's got a 100% record on this.
This bloke Monteiro isn't any better: “(That) makes rollout metrics – not deliveries – the most important leading indicator from here,” Monteiro said.
If this isn't a screaming...
All true. But my understanding is that the bulk of advertising has already gone over from the legacy media to the internet companies. If that's the case, this is mainly a redistribution of the cake amongst the internet/AI companies (if OpenAI is a big winner, someone else is losing big). I just...
Let's think about this for a moment. Is this Sam Altman saying that he's not going to make enough money without ads being a significant revenue stream ? That shouldn't be a huge surprise. However, the total advertising market is at the end of the day a finite one and it's not going to grow at...
You have a good point. This deal only makes sense to me either if the IP is legacy, low end business for trailing edge nodes, or (as you note) if this makes GF more attracive to Intel (or Samsung). But couldn't Intel/Samsung then have bought the IP directly from Synopsys and cut out the...
Surely that's just trading one conflict of interest (Synopsys competing with other processor IP companies who are also its customers) for another (GF competing with TSMC whilst also attempting to work with them). The same applies to Intel with Intel Products competing with Intel Foundry...
What's interesting about your question is that is assumes that AI is not yet a "key part of chip design" (whether it is or is not is open to debate, but this appears to be your starting position and this rather surprised me - if it isn't a done deal in chip design, across the board automation...
Look, you guys in the US (I assume you are) may have invented this term NIMBY, but frankly you're rank amateurs at this stuff compared to the UK. We're spending £100m on a 1km bat tunnel on our new high speed rail line (300 bats protected - so £333K per bat). Rail line construction started in...
So: China has “twice as much energy as we have as a nation, and our economy is larger than theirs. Makes no sense to me,” Huang said.
Well, I assume he's talking about electricity and that the US is generating enough electricity to satisfy demand pre-AI (otherwise you'd have blackouts). If...
Thanks. Useful to read the article (though not convinced it should be reposted like that). And the correction about the late projects. Obviously, the question we don't have the answer to is whether any project came in on time on his watch. But it can't have been any worse than in the previous 5...
Paywalled articles (everything in the FT is) make it hard to evaluate and discuss.
I did hear about this article and the more interesting part was Pat's claim that quantum computers would start taking serious compure share from GPUs and *in a 2 year timeframe*. Gobsmacked. Not convinced about...
It's also internationally recognised everywhere because of US technology and commercial dominance. They write the rules and get everyone else (with perhaps a partial exception in China) to follow them. We may sometimes resent this outside the US, but life would be far more chaotic and...
It's not evidence at all. It's just conjecture. Wouldn't stand up a minute in court.
The lawsuit is there because he's suspected of stealing TSMC IP and taking it to Intel. He wasn't suspected of taking Intel IP to TSMC, so no lawsuit.
So what ?
I was asking for actual evidence of this supposed TSMC excessive restriction on labour mobility. Where is it ? How is TSMC worse than anyone else ? Not liking TSMC isn't evidence.
