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T
Kevin,
You're right that the memory wall is a critical crisis - but it's not the only one. We're building nuclear power plants and $30B...
Nov 10, 2025
J
The CNN example is cute, but nobody is suggesting to replace all humans. I do believe, though, that a well implemented machine learning...
Nov 10, 2025
T
John,
Thank you for the thoughtful response - you're absolutely right on both counts.
On the software efficiency paradox: you're...
Nov 10, 2025
O
Is your sense that analog companies based outside of China due for a reckoning? I know in GaN power electronics, Innoscience is a...
Nov 10, 2025
A
Remember when everyone worried how we would staff all of Pat's new Intel Fabs?
Plus building a dedicated Fab is not a good idea...
Nov 10, 2025
M
Remember when everyone worried how we would staff all of Pat's new Intel Fabs?
Plus building a dedicated Fab is not a good idea...
Nov 10, 2025
M
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 10, 2025
P
I'm confident software will mature, but my reference is the brute force hardware design. For example, the brain has between 10^14 and...
Nov 10, 2025
My gut instinct is that we still have a very huge software efficiency opportunity (1000x or more) with AI/LLMs. Humans can also do and...
Nov 10, 2025
Probably a totally different architecture. Blackwell is the best we have today, but clearly brute force when you consider the tiny...
Nov 10, 2025
S
SAN FRANCISCO (Reuters) -CEO Elon Musk on Thursday said Tesla (TSLA) probably will have to build "a gigantic chip fab" to make...
Nov 10, 2025
AI everything, I guess 🤔🤨🙂
Nov 10, 2025
A
If TSM couldn't staff its US fabs without bringing over people from its Taiwan fabs, what chance does Elon Musk have of not only...
Nov 10, 2025
A
Yes and No --
He certainly doesn't want to lose to Sam at OpenAI, but Tesla has real world applications that also require a large # of...
Nov 10, 2025
C
Acquire the IP, cull the workforce, squeeze whoever remains, use buybacks and dividends to pump up the ticker, and then nobody will...
Nov 10, 2025
Like.
Remember when everyone worried how we would staff all of Pat's new Intel Fabs? Plus building a dedicated Fab is not a good idea...
Xebec replied to the thread Musk plans Tesla mega AI chip fab, mulls potential Intel partnership.My gut instinct is that we still have a very huge software efficiency opportunity (1000x or more) with AI/LLMs. Humans can also do and...
Haha.
SAN FRANCISCO (Reuters) -CEO Elon Musk on Thursday said Tesla (TSLA) probably will have to build "a gigantic chip fab" to make...
hist78 replied to the thread If TSM can't staff a fab, how will Elon?.AI everything, I guess 🤔🤨🙂