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I'm just kidding around, I 100% agree with your comments - it is a huge achievement.
I'm really happy SpaceX and Musk disrupted the...
Feb 2, 2026
I was referring to start-ups, not big companies trying to act like a start-up.
Feb 2, 2026
Intel Foundry (IF) could achieve a 50% gross margin for its leading edge nodes, but it is not allowed to do so under the current Intel...
Feb 2, 2026
I think it's a catch-22 --- IF margins are completely meaningless to read into.. until Intel gets some substantial external customers...
Feb 2, 2026
I don't think xAI needs to spend nearly as much CapEx as Microsoft or Amazon to achieve similar results as far as advancing AI. A lot...
Feb 2, 2026
I'm wondering why SpaceX needs to buy xAI, a company that has spent a lot, needs to raise much more capital and debt, and will probably...
Feb 2, 2026
Because the number and volume of external customers for Intel Foundry will be limited over the next several years, the biggest factor...
Feb 2, 2026
I'm wondering why SpaceX needs to buy xAI, a company that has spent a lot, needs to raise much more capital and debt, and will probably...
Feb 2, 2026
I don't think xAI needs to spend nearly as much CapEx as Microsoft or Amazon to achieve similar results as far as advancing AI. A lot...
Feb 2, 2026
As IF has to charge market conform rates for wafers to Intel Product, does this mean that for Intel 18A the wafer price it can charge is...
Feb 2, 2026
I think it's a catch-22 --- IF margins are completely meaningless to read into.. until Intel gets some substantial external customers...
Feb 2, 2026
Because the number and volume of external customers for Intel Foundry will be limited over the next several years, the biggest factor...
Feb 2, 2026
Sorry to be a dark cloud, but I doubt it. According to the World Food Program USA there are over 700 million people worldwide suffering...
Feb 2, 2026
ULA does not like your response ;-)
Feb 2, 2026
SpaceX is definitely Musk's greatest achievement. And an amazing achievement. IMO, arguably the greatest entrepreneurial...
Feb 2, 2026
Xebec replied to the thread SpaceX generated about $8b in profit last year ahead of IPO: Sources.I'm just kidding around, I 100% agree with your comments - it is a huge achievement. I'm really happy SpaceX and Musk disrupted the...
Like.
I was referring to start-ups, not big companies trying to act like a start-up.
user nl reacted to hist78's post in the thread Running a foundry of Cash Cows and Little Fish: TSMC and the role of chiplets with
Daniel Nenni reacted to Xebec's post in the thread SpaceX generated about $8b in profit last year ahead of IPO: Sources with
hist78 reacted to user nl's post in the thread Running a foundry of Cash Cows and Little Fish: TSMC and the role of chiplets with