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All true. But my understanding is that the bulk of advertising has already gone over from the legacy media to the internet companies. If...
Jan 17, 2026
According to Grok, Gemini does NOT give priority to sponsers or modify it's responses based on that.
However, I think all AIs...
Jan 17, 2026
US is busy making a ton of enemies. It almost seems intentional at this point.
Jan 17, 2026
M
US is busy making a ton of enemies. It almost seems intentional at this point.
Jan 17, 2026
I don't know what will be. But I do know the free market competition will eventually pick the winners.
TSMC’s high margins are...
Jan 17, 2026
H
There is only that many ad dollars going around. Google can keep its shares, so the ad dollars have to come from Facebook.
Jan 17, 2026
H
I don't get it if we are so worried about China taking over Taiwan, why don't we sell a few nukes to Taiwan, so Taiwan can bomb Beijing...
Jan 17, 2026
H
I have another dumb question, other than legacy designs, why would anyone pick MIPS or ARC CPU over RISC-V today?
Jan 17, 2026
K
You obviously didn't read my post quoting Google. The deal between Google and Anthropic is for TPUs in Google Cloud.
There is...
Jan 17, 2026
K
Yeah, but the narrative flops around between:
"Anthropic will have access to up to one million TPU chips, as well as additional Google...
Jan 17, 2026
T
https://seekingalpha.com/news/4540071-lutnick-makes-tariff-threat-memory-chipmakers
Commerce Secretary Howard Lutnick has warned that...
Jan 17, 2026
B
Like x-ray litho and how Substrate is trying to redefine end to end what a chip fab is...
Jan 17, 2026
If US policymakers are not careful on various international issues, a serious problem is looming: the rise of a “Not Made in USA” market...
Jan 17, 2026
Free market competition relentlessly shapes the semiconductor industry. The rise of the fabless business model and TSMC, alongside...
Jan 17, 2026
Xebec reacted to tooLongInEDA's post in the thread OpenAI to begin testing ads on ChatGPT in the U.S. with
Like.
All true. But my understanding is that the bulk of advertising has already gone over from the legacy media to the internet companies. If...
hist78 reacted to Mooredaddy's post in the thread TSMC 2025 Fourth Quarter Earnings Conference with