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pwarner

932 karma · joined February 19, 2014

python developer know a bit about network stuff
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pwarner··on Intel appoints Lip-Bu Tan as its CEO
They certainly need to make chips for others to retain the scale needed to make chips. As far as x86 goes, it's not as sexy as GPUs or mobile chips but they're still selling a ton of x86.
pwarner··on Intel appoints Lip-Bu Tan as its CEO
Yes, and also 0x. I'd say they are equally likely. 2x or 0.5x seem most likely to me. I own shares at about $20. It's my gamble since I don't casino or sports gamble :-)
pwarner··on Intel appoints Lip-Bu Tan as its CEO
Agreed, and to the sibling comment who ponders if the new CEO is too late to influence this... He may be. But he needs to decide if he thinks it can be solved, and if not immediately push the fab business out. Even if it gets pushed out to bankruptcy or sold for $1. I own some Intel stock so I sure hope it works, but they need to take urgent action if it's not...
pwarner··on UK homes install subsidised heat pumps at record level
Disclaimer: I've never been to the UK outside of Heathrow, but my impression is that climate wise it would be ideal for heat pumps. Cold, but not like COLD COLD. OK Google says 0F for the record low in London, compared to -15F in NY City.
pwarner··on U.S. Commerce to Overhaul 'Internet for All' Plan, a Potential Boon for Starlink
It's not obvious where to draw the line on fiber vs starlink, both have a place for sure. Fiber should be about 10x the bandwidth, and half the latency, so it's preferable and should scale better in dense areas where wireless would struggle. But for sure go rural enough and satellite makes sense. I guess the question is who do we trust to draw that line? Notably the old line was drawn I believe without an intent to slight starlink.
pwarner··on Starlink Gets FAA Contract
Starlink would make sense for remote locations, but seems insane for things that don't move in populated areas.
pwarner··on A Disney Worker Downloaded an AI Tool. It Led to a Hack That Ruined His Life
Would using Teams have made a difference? Other than making it harder to find anything (for users and bad guys)
pwarner··on Dismissed Nuclear Bomb Specialists Recalled by Energy Department
I wonder if he'll need to break something bad enough to get kicked out?
pwarner··on Trump slaps tariffs on Mexico, Canada and China
Americans have no idea how good they have it.
pwarner··on Sources Say Intel Is an Acquisition Target
Left field possibility: Warren Buffett

He's a holder of TSMC so he gets it. He could talk to Tom Cook to test the idea.

Disclosure: I own some INTC, because despite their massive struggles they seem under valued.

pwarner··on US Debt Clock
The personal debt to income ratio is actually not so terrible. I guess since rates are high it would make sense to fall since the cost of servicing the debt will rise. https://libertystreeteconomics.newyorkfed.org/2024/11/income....
pwarner··on Natrium 'advanced nuclear' power plant wins Wyoming permit
Low pressure, but you sure don't want air in there
pwarner··on Why the Getty Center Is the Safest Place for Art During a Fire (2019)
There's just not enough talk about this. This is the actual failure of government, not focusing enough on surviving fires
pwarner··on What is the future of WiFi (from a network security standpoint)
Our corporate Wi-Fi is shifting towards an open guess network. The idea blew the security team's mind, then COVID came and sure enough, most people worked from home or Starbucks or hotels etc, so all the sudden we had to assume the Wi-Fi network was insecure.... VPN to get to get to secured resources, and direct fast access to SaaS services.
pwarner··on The Evolution of Tunnel Boring Machines (2023)
Big Dig also used ground freezing. https://babelniche.com/2024/01/17/innovations-of-the-big-dig...

And the Erie Canal dig the sections through swampy ground in the winter. That was partially to avoid Malaria. Circa 1825

pwarner··on Bat Feces Used to Fertilize Cannabis Is Linked to 2 Deaths
Both in Rochester NY? A small city. Seems unlikely unless it's happening everywhere and just not detected?
pwarner··on We all took the DVD boom era for granted
I've been ramping up on UHD Blueray lately, especially since I upgraded to an OLED TV. It's a massive picture quality upgrade. I think I have like 6 discs, all ~$10. A mix of newer movies I haven't seen, and 80s-90s movies I want to show the kids in a few years. It's been fun.
pwarner··on Micron launches 60TB PCIe gen5 SSD with 12GB/s read speeds
PCIe 5 is what's new
pwarner··on More Oracle Layoffs Started Nov. 1, Cloud Unit Impacted
They set it up so you can't afford to run it on any other cloud
pwarner··on IPv6 may already be irrelevant – but so is moving off IPv4
Anycast and SNI mean someone like cloud flare only needs one IPv4 for their entire public facing service? Is that the gist? Obviously I exaggerate but I think that's their point?
pwarner··on The IPv6 Transition
Anycast and SNI mean someone like cloud flare only needs one IPv4 for their entire public facing service? Is that the gist? Obviously I exaggerate but I think that's their point?
pwarner··on Geothermal Power in the North Bay
Folks in Santa Rosa used to have bumper stickers on their electric cars: "My car is powered by magma" or something like that.
pwarner··on Spray-foam insulation makes homes unable to be mortgaged
Moisture management is the largest risk I know of with foam. Of course ideally the wood holding up your house or roof never gets wet, but if it does it's not an existential threat, unless it stays wet. Foam doesn't allow the wood to dry, and that can cause rot. Rot, if it's enough members can cause structural problems.
pwarner··on CrowdStrike Update: Windows Bluescreen and Boot Loops
What Zscaler can and will do though is break your network randomly and in strange ways. They don't even seem to charge for that feature!
pwarner··on Microsoft Chose Profit over Security, Whistleblower Says
The first step to saying you're not doing any of that is saying you're not doing it. I work at an older company and it has successfully moved an number of apps to this model. Some will take another decade, but many are there.
pwarner··on Bird Aren't Real: What one man learned when he made up a conspiracy theory
https://henhousebrewing.com/beer/avian-surveillance-division...
pwarner··on Within 2 years, 90% of organizations will suffer a critical tech skills shortage
I'd imagine this started years ago? I work in a company with thousands of tech folks, and we have a huge skill shortage.
pwarner··on AMD's Marketcap is now double the marketcap of Intel
I tend to agree, but I realize after losing money in Intel stock, that their manufacturing business is a huge risk, and that keeps price down. They have to spend many billions to build even a single fab. They have to fund those investments and the factories may not work!
pwarner··on How many EV charging stations does the US need to replace gas stations?
Yeah let's get to 50% EVs running on 100% nuclear or solar and then let's talk about the other 50% of cars, airplanes, etc.
pwarner··on US Justice Department to seek breakup of Live Nation-Ticketmaster
Don't forget 2024 you probably has a much higher disposable income than 2006 you... And might be willing to pay to feel young again for a few hours.

Off to buy some late 90s band tickets!

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