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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
D
I think replacing retail shops with vending machines has a zero chance of succeeding in the US. If people are driving to a location...
Nov 9, 2025
D
Interesting, the self checkouts at local stories are being scaled back due to theft. Personally I prefer doing it myself but it should...
Nov 9, 2025
D
Hopefully this is already happening. That is how it is generally done with AI. As a pilot myself this is critical to our safety. I watch...
Nov 9, 2025
D
One difference from dot-com is so much of the capitalization in AI is in VC funded private companies. OpenAI, Antrophic, Perplexity...
Nov 9, 2025
D
It reminds me a lot of the dot com bubble. In 1996 people were starting to say "This is a bubble" but anyone who tried to short it got...
Nov 9, 2025
D
It depends on the inference application. If it relates to realtime activity like driving assists, language translation, email filters...
Nov 9, 2025
D
I watched a panel last night with noted semiconductor professionals, including Dr. Ann Kelleher (retired Intel) talk about the AI...
Nov 9, 2025
D
I think the energy infrastructure that is being built will last a long time and create economic opportunities for decades to come.
I...
Nov 9, 2025
D
There's no way of knowing when it'll happen, could be tomorrow, could in a years time
Nov 9, 2025
D
Burry's housing bubble call was about 2 years early, and I think his AI bubble call is at least 1 year too early as well.
I think AI is...
Nov 9, 2025
D
He has a giant conflict of interest. It is easy to see how NVIDIA will come out ahead if they can sell what they want to power
China's...
Nov 9, 2025
D
In the 18th century, during the textile industry war between Britain and North America, Britain restricted the flow of textile machines...
Nov 9, 2025
D
well said. I don't blame Jensen for going after that Chinese's money tho
Nov 9, 2025
D
This feels like a circular argument (not unlike the circular AI funding). He's arguing that if China isn't allowed to buy nVidia GPUs...
Nov 9, 2025
Daniel Nenni reacted to count's post in the thread OpenAI's Altman urges US to expand Chips Act tax credit for AI growth with
Like.
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...