Don't disagree. I regard Tan as a (powerful) local optimization where the counter argument to broader optimizations is that they're riskier. The latter are though more fundamental. New businesses, new processes, new…
Unfortunately, an economy is now wholly peopled by shareholders, and the most important shareholders are usually the owners and corporate officers. Software dev who's worked in both tech and finance. I don't measure…
If you look at its history, Broadcom is a financial acquisition company that operates in technology. I think Tan's position is: these are (mostly) mature technologies and should be horse traded like financial assets.…
Fred Brooks wrote in The Mythical Man-Month that it's harder (more time-consuming) to produce the software that corresponds to a given hardware. In 1975.
I wonder how much of this is about getting closer access to relatively inexpensive US energy in general and petrochemicals in particular?
I thought that ASML got its EUV light source, basically, by buying Cymer in San Diego. Read some of [0], and then searched it, but didn't find a single instance of 'Cymer.'
Watched about 20 minutes of Gringo before I got tired of it and turned it off. Sounds like a textbook case of what can happen if you take a very bright person and then give them a sudden windfall of success. That is,…
Maybe I should have read past the first sentence. The joke's on me.
Traditionally, you had _decreasing_ returns to scale. What's new with digital technologies is _increasing_ returns to scale. Very counter-intuitive for traditional economists - or even business people. People like…
Big Tech got so big because digital technology is different from preceding industries in that increasing (not decreasing) returns to scale prevail. In particular, in software where marginal costs are near 0. It's a…
The article says ARHGAP11B promotes the growth of upper-layer neurons. Jeff Hawkins has this intriguing idea that the transition is all about the runaway growth of, in particular, grid cells which is slightly confusing…
I've never spent a lot of time on FB and with the interface change, I avoid FB even more than I did before. Interfaces with fewer, larger elements always strike me as a dumbing down. Companies that offer (insist upon)…
It seems that's the same bay as for Petropavlovsk-Kamchatsky, which with a population of 180,000 is Kamchatska's largest city. So this is very close to what amounts to a large population for Kamchatka. The Russians have…
The dollar's status as the world's reserve currency allows the US to consume at a rate that wouldn't otherwise be possible. All the trade surplus countries want that to continue. Losing that status, or changing the…
Of the parts of the world, other than the US, that I'm most familiar with, Japan and Western Europe, they control drug prices - and keep them low. I've had a theory for a while that the way world drug companies make up…
Some serious diseases (this was true with the Pandemic of 1918) cause their worst effects, including death, through overreactions of the immune system. Evolution is clever but it's not perfect and regulating biological…
How does this get past the FTC? Oh right, it's been a dead letter since the Reagan administration. Monopoly 'R Us. Never mind the FTC - the rest of the semiconductor industry has to be [very] strongly opposed.
Sit at home and wait for covid19 to pass.
I read this intriguing thing once to the effect that: if space and time were discrete, say, at the Planck scale, that the infinities that bedevil modern physics would, magically, disappear. No more renormalization - no…
> turned the table back to the US "back" is incorrect - not a native English speaker. Who says Chinese disinformation doesn't need to reach as far as ycombinator news? I agree with little to none of your strategic…
Actually if one looks it up (I have many times), as the Chinese industry was developing (meaning a while ago now), a large part of the key cell technology that China used came from a research group at the University of…
I think China played a much more important role in driving down PV module costs than Germany. Germany was one source of demand - China has amounted to about all of the supply. Germany has an important coal industry and…
Unlikely to happen (at least now) in a place that's, uh, culturally like the US. We're in California and are in a community that was affected by PG&E's power shut off. I think one problem in California is that since I…
I assume the denser the population, the more it makes economic sense to put power lines underground. The particular problem though is wildfires and they're more slowly caught, and can become larger and more destructive,…
Putting power lines underground is very expensive - meaning, very nearly prohibitively so. Or actually prohibitively so when you consider that PG&E has to serve vast areas of wilderness in California. Paradise (Camp…
Don't disagree. I regard Tan as a (powerful) local optimization where the counter argument to broader optimizations is that they're riskier. The latter are though more fundamental. New businesses, new processes, new…
Unfortunately, an economy is now wholly peopled by shareholders, and the most important shareholders are usually the owners and corporate officers. Software dev who's worked in both tech and finance. I don't measure…
If you look at its history, Broadcom is a financial acquisition company that operates in technology. I think Tan's position is: these are (mostly) mature technologies and should be horse traded like financial assets.…
Fred Brooks wrote in The Mythical Man-Month that it's harder (more time-consuming) to produce the software that corresponds to a given hardware. In 1975.
I wonder how much of this is about getting closer access to relatively inexpensive US energy in general and petrochemicals in particular?
I thought that ASML got its EUV light source, basically, by buying Cymer in San Diego. Read some of [0], and then searched it, but didn't find a single instance of 'Cymer.'
Watched about 20 minutes of Gringo before I got tired of it and turned it off. Sounds like a textbook case of what can happen if you take a very bright person and then give them a sudden windfall of success. That is,…
Maybe I should have read past the first sentence. The joke's on me.
Traditionally, you had _decreasing_ returns to scale. What's new with digital technologies is _increasing_ returns to scale. Very counter-intuitive for traditional economists - or even business people. People like…
Big Tech got so big because digital technology is different from preceding industries in that increasing (not decreasing) returns to scale prevail. In particular, in software where marginal costs are near 0. It's a…
The article says ARHGAP11B promotes the growth of upper-layer neurons. Jeff Hawkins has this intriguing idea that the transition is all about the runaway growth of, in particular, grid cells which is slightly confusing…
I've never spent a lot of time on FB and with the interface change, I avoid FB even more than I did before. Interfaces with fewer, larger elements always strike me as a dumbing down. Companies that offer (insist upon)…
It seems that's the same bay as for Petropavlovsk-Kamchatsky, which with a population of 180,000 is Kamchatska's largest city. So this is very close to what amounts to a large population for Kamchatka. The Russians have…
The dollar's status as the world's reserve currency allows the US to consume at a rate that wouldn't otherwise be possible. All the trade surplus countries want that to continue. Losing that status, or changing the…
Of the parts of the world, other than the US, that I'm most familiar with, Japan and Western Europe, they control drug prices - and keep them low. I've had a theory for a while that the way world drug companies make up…
Some serious diseases (this was true with the Pandemic of 1918) cause their worst effects, including death, through overreactions of the immune system. Evolution is clever but it's not perfect and regulating biological…
How does this get past the FTC? Oh right, it's been a dead letter since the Reagan administration. Monopoly 'R Us. Never mind the FTC - the rest of the semiconductor industry has to be [very] strongly opposed.
Sit at home and wait for covid19 to pass.
I read this intriguing thing once to the effect that: if space and time were discrete, say, at the Planck scale, that the infinities that bedevil modern physics would, magically, disappear. No more renormalization - no…
> turned the table back to the US "back" is incorrect - not a native English speaker. Who says Chinese disinformation doesn't need to reach as far as ycombinator news? I agree with little to none of your strategic…
Actually if one looks it up (I have many times), as the Chinese industry was developing (meaning a while ago now), a large part of the key cell technology that China used came from a research group at the University of…
I think China played a much more important role in driving down PV module costs than Germany. Germany was one source of demand - China has amounted to about all of the supply. Germany has an important coal industry and…
Unlikely to happen (at least now) in a place that's, uh, culturally like the US. We're in California and are in a community that was affected by PG&E's power shut off. I think one problem in California is that since I…
I assume the denser the population, the more it makes economic sense to put power lines underground. The particular problem though is wildfires and they're more slowly caught, and can become larger and more destructive,…
Putting power lines underground is very expensive - meaning, very nearly prohibitively so. Or actually prohibitively so when you consider that PG&E has to serve vast areas of wilderness in California. Paradise (Camp…