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C
Who wants to go first? :ROFLMAO: There is no way for me to be neutral on this one! Remember, this is April 1st. 😁
Apr 3, 2026
We know Intel will pay $14.2 billion to Apollo, representing a 26.79% return on investment, or a 12.6% annualized retum for Apollo...
Apr 3, 2026
S
one can only deduce that intel thinks owning the fab 100% instead of paying Appolo 50% of whatever their share entitle them to the fab...
Apr 3, 2026
I can’t say this is good for Intel. Rather, I would say it indicates that Intel is still in significant financial trouble. Are we really...
Apr 3, 2026
S
Pat obviously has different perspective. He thinks he did not get enough time and support to finish his strategy. in Jodi's podcast, he...
Apr 3, 2026
S
Pat obviously has different perspective. He thinks he did not get enough time and support to finish his strategy. in Jodi's podcast, he...
Apr 3, 2026
M
As we discuss the "Fragmentation Trap," we must look at the next evolution: Flexlets. Unlike static chiplets, Flexlets use a...
Apr 3, 2026
M
Beyond Static Silicon: How SEGA™ Governs the Shift from Chiplets to Programmable Flexlets
The semiconductor industry is buzzing with a...
Apr 3, 2026
Unlikely, as long as there is a US Congress. Money can influence individual candidates, but you can't buy a Congressional majority, or...
Apr 3, 2026
The original competition SpaceX faced:
- Was used to guarenteed cost-plus contracts
- Received a $1B annual retainer even if they...
Apr 3, 2026
C
They're old IBMers who kept the torch alive from those heydays, refactoring legacy designs for customers who happily pay a premium to...
Apr 3, 2026
The original competition SpaceX faced:
- Was used to guarenteed cost-plus contracts
- Received a $1B annual retainer even if they...
Apr 3, 2026
Is SpaceX a Hegemony?
Where SpaceX looks hegemonic:
SpaceX has strong dominance in some launch markets:
It flies a huge share of U.S...
Apr 3, 2026
You’re all very optimistic.
With corporations of this power controlling sectors of such importance being run by a single man who is...
Apr 3, 2026
China and Russia aren't going to give any substantial launch business to SpaceX. The EU and India are also likely to split business...
Apr 3, 2026