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K
I think you and @bilau (and me) are talking about two different levels of optimization. We were talking about application-level...
Jan 30, 2026
K
I tend to believe that CPO guys like LightMatter and Ayar Labs will provide better solutions - they seem to have figured out how to deal...
Jan 30, 2026
K
The problem isn't so much long-term, it's real soon now...
Each "e-tube" carries two RF carriers at around 80GHz and 170GHz, each PAM4...
Jan 30, 2026
K
The acceleration of hardware to… run more software.
It’s as if people like Cramer think AI is actually intelligence manifested… rather...
Jan 30, 2026
K
Elon Musk has a pattern of using other investors’ money to offset losses in his own business ventures. When possible, he seeks to obtain...
Jan 30, 2026
K
Musk and Tesla iare extremely bold, if anything, here. Here's the risks I'm seeing:
- This puts Tesla's (so far excellent) cash flow...
Jan 30, 2026
Yes, I understand the accounting trick of INTEL as some further "financial engineering", perhaps to try to keep their co-investors in...
Jan 30, 2026
A
Musk and Tesla iare extremely bold, if anything, here. Here's the risks I'm seeing:
- This puts Tesla's (so far excellent) cash flow...
Jan 30, 2026
Elon Musk has a pattern of using other investors’ money to offset losses in his own business ventures. When possible, he seeks to obtain...
Jan 30, 2026
T
"I’m hoping that the Chinese government would allow Nvidia to sell the H200"
After days of back and forth and lots of unofficial...
Jan 30, 2026
Musk and Tesla iare extremely bold, if anything, here. Here's the risks I'm seeing:
- This puts Tesla's (so far excellent) cash flow...
Jan 30, 2026
TSMC’s 5‑year depreciation schedule for fab equipment is neither aggressive nor unusual. It’s standard industrial practice and aligns...
Jan 30, 2026
"Musk, who has made a number of inaccurate forecasts about robotaxi rollout".
IIRC, he's got a 100% record on this.
This bloke...
Jan 30, 2026
This made me laugh out loud and I'm not sure why.
Jan 30, 2026
A view shows a Tesla logo at a charging station in Mumbai, India, August 4, 2025. (REUTERS/Francis Mascarenhas/File Photo)
By Akash...
Jan 30, 2026