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The future is already here. See the pager attacks on Hamas, telecom equipment compromises in the USA (and likely all western countries), incendiary package attacks in Europe.
America needs to quickly secure it's supply chain.
In some ways that's also like Amazon... most people who work there don't like it, but the pay is very good... at least 30% above market for most roles (and not even talking about the $300k+ roles for software engineers). So when Amazon tells everyone something like full RTO or leave, most...
The old Jack Welch way. Amazon does the same thing - they call it unregretted attrition.
I agree it's not without some merits, but it does create some unintended side effects. For example if I'm a manager and I know I need to fire 5% every year, it creates an incentive to do hire-to-fire...
Depends on why the require the language skills, if the language skills are a job requirement, like for a translator, an account manager who deals with people in other languages, or even a manager who manages people in different languages, then it's perfectly legal and fair. But if it's not...
I agree with this take. Arm found itself a growth platform on smartphones, which brought a lot of capital into development of arm based chips, and once those chips got powerful enough, there was an incentive to find other applications for them.
It took a very strong market force to push Arm...
It took Arm a decade before the software ecosystem matured, and Arm benefited from heavy investments and commitments from Apple, Microsoft, Qualcomm, Ampere, Amazon to make it happen. Hundreds of billions of dollars were likely spent developing, maturing, and migrating the software ecosystem to...
I agree, I think you can look at Intel and come to a conclusion that the Fab business is a negative on the valuation. In my view, if Intel completely stopped making it's own chips and outsourced all fabrication to TSMC it would be more valuable.
Hitting an aircraft carrier with a missle would be very hard, since they have very good air defenses. But how about instead of a missle you have 10,000 drones with good AI targeted on disabling the defensive systems of the aircraft carrier.
Suddenly naval assets are looking very vulnerable.
Chinese military doctrine relays heavily on surprise. How do you surprise your enemy when they can easily see your ships coming from across the straight? You routinely stage war games next to them... that way the surprise comes when you don't leave. At some point they will "war game" a Taiwan...
BK didn’t get fired for having a relationship with a subordinate. He got fired for failing. His relationship was known for years, it’s not a coincidence that it was brought up as a convenient excuse to got rid of BK when it became clear he was not the right guy for the job.
It took a decade for the software ecosystem to reach a point of maturity to allow ARM to become a serious contender in PC and server markets. RISC-V is promising but has a very long road ahead.
There was a foundry overbuild. Every country was trying to get a fab built using all kinds of government incentives. Only a fraction of these fabs will get built, and even TSMC is likely to slow spending post 2025. A small slowdown in capital spending will get magnified through the supply...
China doesn’t dream of world domination, just regional domination.
People view things through the lens of liberal democracy and assume that's how the rest of the world works. The truth is our own liberal democracy may disappear in our lifetime. And if anything that would be more in keeping...
China's position is that Taiwan is a rouge province. Imagine the US had a civil war, what was left of the losing party all retreated to Texas to start their own country, and China armed the Texas separatists to the teeth and built a military base in Texas to protect their interest in the...
I think I am more pessimistic than optimistic on this one. I'm certainly not rooting for China or Russia, but I'm trying to provide a realistic view. Should China make a move on Taiwan it would not be a short and decisive US led victory. I don't see how anyone can realistically think...
Bankruptcy isn't something that happens to sovereign nations who can print their own currency. Inflation sure, but China currently is currently facing deflation risks. People said Russia's economy would not survive a prolonged war in Ukraine, but they are somehow getting by with a war economy...
I am not so sure. If China were to commit to the effort, I think they would win. If it lasts more than a few weeks the US and it's allies would run out of weapons. China would face several losses in those first few weeks but would be able to reconstitute quickly due to it's manufacturing...
