lobochrome

Well - as part of the semi industry I'd like to say: Really appreciate it. Keep it coming!

Speaking the language helps. Also working in a highly specialized field.

We should form a club - even though I came here from Germany...

Well - care to be joined by the Germans? It's the reason I am now living in Japan...

So what’s the alternative to Wordpress? I run a few small business sites and I just didn’t care enough. But the guy seems to meltdown in his own juices too much. Can’t be sustainable.

It’s also what they blow about 80% of their irrigation water supplies on while the overall population battles malnurition…

In Japan, most specialty coffee shops limit customers to a maximum of one hour to accommodate as many people as possible. This is partly because people can enjoy a cup and a cake very slowly. Some shops even ban laptops.

Due to the small size of apartments, finding places to work, study, or read outside the cramped family home is a significant challenge. This is also why love hotels exist.

Starbucks, however, has no such policies, making it extremely popular for these activities. I always wonder how they manage with such low spending per occupied seat.

Additionally, Starbucks service quality in Japan is exceptional. The staff is friendly, and regular customers receive incredible attention to brighten their day with a smile.

If I need to go to Singapore sure. If I need to go to down under or New Zealand sure.

I detest Swiss for forcing me to watch ads - also their service is hit or miss (okay same for lh) Austrian just doesn’t have any routes I need. JAL is on the wrong alliance thus I have only domestic experience.

Confirming my rule: if you can’t reach it with United, Lufthansa or ANA - it’s not worth flying to.

Granted all of these have things wrong (LH C is ancient and has no privacy, UA staff is hit and miss, ANA is mostly excellent).

I don’t like changing planes in the desert thus the Arabian ones are off the plate…

What? Japan, China, Russia, Mongolia?

Well - it’s Spanish now no? Telefonica bought them.

Exactly. In fact the government has regulated these private entities to make sure the process has some transparency because of net neutrality.

The initiative is entirely private. ISPs and copyright holders are collaborating to save legal costs.

Boohoo government censorship is totally inappropriate here ;)

That’s interned people - not PoW.

And I doubt they shot them.

I'm sorry "the Swiss" had PoW as a neutral party?

Also - the Soviet PoWs in the camps would like to have a word with you.

I recommend Orion from the magi guys. Blazing fast - and webextensions

Could someone please help me understand the benefit of Nix versus just using docker-compose?

Also please don't tell me k8s it. Way too heavy.

I run a few applications on a souped-up Raspi (paperless-ngx, jellyfin, some postgres dbs). I can't see why this would improve things. :)

Honest question.

Agreed.

He should have cut 25% of the workforce to get started (and killed the dividend).

Also - the European expansion and Ohio projects, while good short-term strategies, were too early.

Cut the ship down to size and force existing sites to refocus or be closed. Get alarmist. Make sure you cut out all the bad apples. Prune the tree. Be ruthless and determined.

They should hire Reed Hastings now. He's the OG turnaround king.

Both of those things might be true, but to me, it looks more like the board is acting out of fear of shareholder lawsuits. Pat's strategy has significantly destroyed value because the market lacks visibility.

Dropping Pat will alleviate their feeling of having to do "something."

As for M&A, it wouldn't just have to be approved at the DoJ. And the Chinese will never ever approve of it (but would have to). If they do a transaction without approval from the CMA, it would be like a nuclear financial war.

I think it's high time to gut intel into parts, a la GE. Sell the Fabless to QCOM or BCOM. Sell the Fabs of one by one to GF, Tower, UMC or even tsmc. Find a PE firm for the leading edge and reconstrue it with significant rnd credits as a kind of Bell labs 2.0.

Or something like that.

Agreed, in particular on #2

Given infinite time and compute - maybe the approach is significantly better. But that’s just not practical. So unless you see dramatic shifts - no one is going to throw away proven results on your new approach because of the TTM penalty if it goes wrong.

The EDA industry is (has to be) ultra conservative.

I’m not called Jesus and I age normally.

Do you have children?

Dear god, no. This doesn't need more technology.

The whole purpose of this is only to give parents a reason to say no. Often, a single kid in a class with an unrestricted iPhone is enough to poison the well. Now it's much, much simpler. Kids understand when you say it's against the law.

It is. Unfortunately it never worked at scale.

Indeed, you develop using a fab-specific PDK. But if you share a (Tower Semi, for instance) PDK, your device can have shuttle wafers with multiple designs from different companies. This is done for old nodes and low-volume or RnD parts.

It's not the wafer cost. The masks (the "negatives" for the lithography) are the problem. A mask set (you need multiple exposures for one device) for a modern EUV node costs 20-30m$. That's the limiting factor. You can't get cheaper than that.

As a sibling comment notes, multi-product wafers are a theoretical answer. However, since you have process corners (manufacturing defects aren't uniformly distributed on the wafer), it is unfeasible for anything but the cheapest parts.

The real next moonshot in the foundry business would be to lower the respin costs, i.e., the amount of money it costs when your fabbed first silicon doesn't yield or validate functionally in the way you had expected/planned.

If I were the US government (or any other), I'd focus on that. Subsidize the respin cost to zero in the short-term, given certain prerequisites for start-ups, and push an all-out Manhatten project RnD effort to lower the respin cost in the long run.

Reuters!

B200 is very much not rolling out because NVIDIA, after the respin, doesn't have the thermals under control (yet).

Your other points may be valid.

Isn’t this just the expected delay from the respin of Blackwell?

DeepL is such a poster child for German sw startups.

They truly had something unique when they started - but instead of polishing the product with enough VC runway to either find an exit or grow into a real consumer driven utility like Grammarly - they tried their hand at a B2B play.

From then on, their software integration sucked (browser plugins, etc.), their file translation sucked, and their “sass” shenanigans reached adobe levels.

Why can’t Germans do software?

In Germany and Japan, you bring one. It wouldn't be an issue if it fit the biometric spec.