Intel, Musk, and the Tweet That Launched a 1000 Ships on a Becalmed Sea
Why do professional executives running major corporations frame a major moment in their company’s history with a tweet? Jerry Sanders, who passed away just last December, spent his career yelling “real men have fabs!” Now Intel has fabs–and… Read More
At the TERAFAB launch event in Austin on March 21, Elon Musk made a prediction that would have sounded like science fiction a decade ago—and may still: roughly 80 percent of AI compute will eventually move off-planet.
The argument is straightforward once you accept his premises. Earth-based data centers face three hard constraints—land,… Read More
The majority of my 40+ year career has been spent managing the relationship between leading-edge semiconductor design and manufacture, working with just about every commercial foundry and top customer in one way or another. It’s my thing—it fascinates me. I’m also a fan of disruption, and the latest disruptions the semiconductor… Read More
– Musk chip lifeline to Samsung comes with interesting strings attached
– Musk chose Samsung over Intel-What does that say about Intel?
– Musk will hold sway over Samsung much as Apple/NVDA over TSMC
– Will Musk do a “DOGE” on chip tool makers? How much influence?
When it comes to competing with Elon Musk’s Tesla the automotive industry is, in many ways, its own worst enemy. For more than two decades the auto industry – in the U.S. and E.U. – has struggled to bring vehicle-to-vehicle communication technology to market – first as dedicated short range communications… Read More
On my flight to Las Vegas for the annual Consumer Electronics show I dug in to Jeff Smulyan’s autobiographical “Never Ride a RollerCoaster Upside Down – The Ups and Downs and Reinvention of an Entrepreneur.” As CEO, Chairman, and Founder of Emmis Communications Smulyan has had a front row seat to the evolution of the electronics… Read More
It’s anybody’s guess when it comes to future demand for EVs. KPMG is the latest to put a perspective out on the subject – drastically slashing timelines for EV adoption based on a survey of senior industry executives. KPMG says the surveyed executives reported a median expectation for EV adoption by 2030 to 35% of sales from 65% … Read More
The hand-wringing over Elon Musk’s takeover of Twitter began in earnest, Friday, as General Motors announced it would suspend advertising on the platform. Ford Motor Company, too, said it would take a step back.
The news of Musk’s completion of his Twitter acquisition completely eclipsed Mobileye’s hugely successful… Read More
When I think about Tesla’s impact on the wider automotive industry, I conjure images of auto CEOs waking up in the middle of the night in cold sweats. It isn’t just that Tesla virtually or actually gets away with murder, it’s that the level of impunity is almost completely unchallenged by regulators and is actually celebrated by consumers… Read More
One of my pet beefs with the car industry is that car makers, on the whole, have failed to agree among themselves as to what basic vehicle connectivity ought to consist of. From car maker to car maker prices vary, bundles vary, free periods of service access vary and the variations get worse between model years as offers change and … Read More
