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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
S
Intel was like that. I agreed with the concept in principle, but as usual in big companies the implementation often produced the wrong...
Jan 30, 2026
A
That's the reality nowadays -- basic pitches that set cell size (M0 and CPP) are almost identical for N3/N2/A16/A14, the gate density...
Jan 30, 2026
S
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
B
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
M
As some people also discussed the efficiency of INTEL's operations regarding R&D and general operations a last table comparing the...
Jan 30, 2026
S
I think
Age of Hardware is over Inverse Cramer can't be wrong
Jan 30, 2026
S
That's the reality nowadays -- basic pitches that set cell size (M0 and CPP) are almost identical for N3/N2/A16/A14, the gate density...
Jan 30, 2026
B
Don't laugh, "Funding secured!!"
Jan 30, 2026
C
That's the reality nowadays -- basic pitches that set cell size (M0 and CPP) are almost identical for N3/N2/A16/A14, the gate density...
Jan 30, 2026
That's the reality nowadays -- basic pitches that set cell size (M0 and CPP) are almost identical for N3/N2/A16/A14, the gate density...
Jan 30, 2026
Xebec replied to the thread Tesla invests $2 billion in Musk’s xAI and reiterates Cybercab production starts this year.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...
hist78 replied to the thread Running a foundry of Cash Cows and Little Fish: TSMC and the role of chiplets.TSMC’s 5‑year depreciation schedule for fab equipment is neither aggressive nor unusual. It’s standard industrial practice and aligns...
Like.
"Musk, who has made a number of inaccurate forecasts about robotaxi rollout". IIRC, he's got a 100% record on this. This bloke...