• 7 Posts
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Joined 2 years ago
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Cake day: June 14th, 2023

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  • Copaganda drama with pop-up analysis from real legal experts. Includes corny Blind Date style graphics and bell that goes off every time Constitutional rights are violated.

    Shark Tank, but the panel is four minimum wage workers and the guests are VCs who have to justify their current wealth.

    A McLaughlin Group style panel discussion but one guest each week is an intentional novelty (reads ChatGPT responses verbatim, foreigner with know knowledge of local politics making it up on the fly, Marjorie Taylor Greene)

    South Sesame Street, from the writers of The Wire.




  • I read an interesting book recently- “Paved Paradise”- that basically blamed a lot of urban planning problems on there being too high mandates for parking:

    • Density is lowered by demanding an ocean of parking lot for apartment buildings and public facilities even when the spaces are empty most of the time.
    • Free parking tends to hinder urban businesses as non-customers occupy limited free spots in front of shops
    • Emissions and frustration trying to find affordable/optimal parking
    • Public parking can become a flashpoint for NIMBYism (they’re taking valuable parking spaces to huild houees)
    • Economic mismanagement as paid parking becomes an asset that cities can privatize or misprice.
    • Annoverall fear of chang making the cluster— worse somehow.









  • To be honest, I’m amazed it took til Biden before we saw more pressure on TSMC as a flashpoint.

    Even if we’re on nominal good terms because they’re a capitalist democracy, nobody likes single points of failure (earthquakes and industrial disasters happen even without geopolitical tensions)

    But we’ve handled it miserably-- throw some money at Intel who can’t innovate out of their gilded cage anymore, and try to get a few TSMC facilities stateside-- when we should have been trying to completely diversify the supply chains with new players and new geographies.

    In fact, it’s amazing that we lost the concept of second sourcing. That ensured no one vendor held you hostage. Like 8 different firms made 8088s, on up to the 486, but after that it dried up fast. You saw a few IBM badged Cyrix 6x86s, but who else sells a pin-compatible Ryzen?

    I hope once China gets far enough up on the tech curve, they see distributing fab tech as a BRI programme. No reason your next bag of 74LS04s, or the 30-cent MCU in your thermostat, can’t be made on a 28nm fab in Burkina Faso.


  • The Global Foundries split was probably a way to get AMD out of the hyper-capital-intensive fab business. And without a tier-1 customer, Global had less reason to pursue smaller nodes.

    Intel has that national-champion thing to keep it afloat. I can imagine there are defence contracts that will never go to a “TSMC Arizona Division” and they’ll pay whatever it takes to keep that going.