firadin

If Ukraine has taught us anything, no guarantees are enough.

Thankfully for Taiwan it takes more than 4 years to build and bring up a state of the art fab at a new tech node.

How long do you think fabs take to build and upgrade? Intel was working on fixing 10nm for years, this isn't a software situation where turnaround times are measured in days or weeks. Going from tapeout to silicon for a single line is a 6 month process after the technology process is solidified, forget if you're doing it while trying to figure out yield problems.

This is a pretty dumb take, honestly. Intel for basically forever operated using their own fab exclusively. After failures to maintain good yield rates at their 10nm node, they had the option of continuing to delay new product lines and be eaten by the competition in AMD, or give in to TSMC temporarily while they worked on fixing their fab in parallel. In fact, they were criticized greatly for not switching to TSMC much earlier.

Split AWS and Amazon retail.

A major issue for the US is that when the president changes, the DOJ can simply elect to stop processing the suit. It's hard to get 8 years of uninterrupted movement on an action like this.

You need to read The Amazon Anti-Trust Paradox by current FTC head Lina Khan. She argues that the consumer price oriented monopoly definition is old and outdated in the modern setting. Price is not a sufficient proxy for market competitiveness, and in fact, price is often used to kill competitiveness by undercutting new and innovative products.

Google will take a hard right turn and SCOTUS will welcome them with immunity as long as they stay in line.

What a coincidence, a strong liberal fundraising account getting banned just as Musk promises to donate $45mil/month to the Trump campaign and complains about the "woke mind virus." I'm sure you can point to similar conservative accounts getting banned and staying banned for several hours right?

Great, lmk when there's a regular train from Boston to my office in Boxborough, which currently requires it's residents to drop off their own trash at the facility. I'm sure that'll be frequent and efficient right?

I mean we'd all kill Hitler if given the chance, wouldn't we?