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We found that industries in states that were more exposed to AI experienced faster productivity growth beginning in 2021 – before...
Apr 20, 2026
The whole AI business is very interesting.
Seems to be some wild variations of opinion based on wherever they have gleaned their facts...
Apr 20, 2026
I would agree on all three reasons:
* develop and leverage serdes knowledge more broadly which:
* enables pricing leverage
* and a...
Apr 20, 2026
I think most experts now say that both the minicomputer/PC and internet driven-productivity rises both happened after the initial...
Apr 20, 2026
M
PCs are a cost sensitive race to the bottom, with thin margins. Why in the world would Nvidia want to get into such a low margin business?
Apr 20, 2026
K
I would agree on all three reasons:
* develop and leverage serdes knowledge more broadly which:
* enables pricing leverage
* and a...
Apr 20, 2026
K
We found that industries in states that were more exposed to AI experienced faster productivity growth beginning in 2021 – before...
Apr 20, 2026
K
I think most experts now say that both the minicomputer/PC and internet driven-productivity rises both happened after the initial...
Apr 20, 2026
B
The whole AI business is very interesting.
Seems to be some wild variations of opinion based on wherever they have gleaned their facts...
Apr 20, 2026
B
We found that industries in states that were more exposed to AI experienced faster productivity growth beginning in 2021 – before...
Apr 20, 2026
K
Google has been using ASIC providers since day one.
Two questions: Why don't they just do it themselves? Why would Google switch...
Apr 20, 2026
M
those are great questions. They were asked in a emotional manner at last earnings report by analysts
Our model based on some inputs...
Apr 20, 2026
B
Thousands of CEOs admit AI had no impact on employment or productivity—and it has economists resurrecting a paradox from 40 years ago...
Apr 20, 2026
A
There are several alternative explanations for that. First and most obvious would be to point at a Frank Yeary run board. They simply...
Apr 20, 2026
M
All my spreadsheets are forward looking. DZ specifically said IF Intel has to spend to ramp a customer for 14A it would HURT their...
Apr 20, 2026
Daniel Nenni reacted to Barnsley's post in the thread Google in talks with Marvell to build new AI chips, The Information reports with
Like.
We found that industries in states that were more exposed to AI experienced faster productivity growth beginning in 2021 – before...