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D
Jonah “Captain” Cheng, one of Taiwan’s most outspoken tech investors, believes the AI boom still has room to run. In his latest...
Nov 9, 2025
C
A big part of why TSMC is expanding in the US is because Apple wanted them to and was willing to pay a bit more to secure its supply...
Nov 9, 2025
S
I think if Altman stood in my garden and talked for twenty minutes or so I wouldn't have to fertilize it for the next few years.
Nov 9, 2025
D
Good question.
Right now TSMC is still focusing on AI. TSMC was early to the AI train so they will continue to lead the charge for...
Nov 9, 2025
D
Too much hype and drama in this video. Definitely, global economy does not depend so much on the success or failure of this venture. The...
Nov 9, 2025
It really is nonsense. TSMC builds fabs based on wafer agreements not dreams. The only thing Sam Altman needs to do is sign a wafer...
Nov 9, 2025
If this guy (Altman) has the $1.4tn to spend he claims to have (and there's booming demand for his company's stuff), might I suggest...
Nov 9, 2025
I think if Altman stood in my garden and talked for twenty minutes or so I wouldn't have to fertilize it for the next few years.
Nov 9, 2025
F
Just to fill in a bit here about Dylan's background, for those wondering.
He's a 29 year old whose business is ~$40m revenue, and...
Nov 9, 2025
T
If this guy (Altman) has the $1.4tn to spend he claims to have (and there's booming demand for his company's stuff), might I suggest...
Nov 9, 2025
I respect the writeup and the work your team is doing. This looks honestly exciting, and I'm glad (as a consumer and enthusiast) to...
Nov 9, 2025
I respect the writeup and the work your team is doing. This looks honestly exciting, and I'm glad (as a consumer and enthusiast) to...
Nov 9, 2025
The breakthrough you're asking about exists, and it starts with a radically different approach: what if we could do the same AI...
Nov 9, 2025
It seems like the current attitude is: Apple needs a trillion-parameter model so Daniel can plan his vacation. Apple will buy 0.666...
Nov 9, 2025
Has Nvidia and TSMC ever been closer? No, not in the 30+ years I have witnessed. I have no doubt that Nvidia will work with Intel and...
Nov 9, 2025
Like.
Jonah “Captain” Cheng, one of Taiwan’s most outspoken tech investors, believes the AI boom still has room to run. In his latest...
Haha.
I think if Altman stood in my garden and talked for twenty minutes or so I wouldn't have to fertilize it for the next few years.
Daniel Nenni replied to the thread OpenAI's Altman urges US to expand Chips Act tax credit for AI growth.It really is nonsense. TSMC builds fabs based on wafer agreements not dreams. The only thing Sam Altman needs to do is sign a wafer...
Xebec replied to the thread Where are the semiconductor breakthroughs for AI?.I respect the writeup and the work your team is doing. This looks honestly exciting, and I'm glad (as a consumer and enthusiast) to...