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Comment Re:A puff piece that's outright misleading (Score 1) 66

Wind is not baseload expansion, wind is build to save on gas and make use of federal subsidies. Additional baseload does not create any extra demand for wind. Only low duty cycle spot price consumers add demand for wind, the couple of edge cases of industry and miner load shedding for exuberant rewards are irrelevant edge cases. Due to massive depreciation of ASICs, miners will run defacto 100% of the time (ignoring Dorsey's PR exercise).

From the consumption side, only the battery banks add demand for wind/solar, in the future perhaps hydrogen electrolysis.

Comment Re:A puff piece that's outright misleading (Score 1) 66

Texas didn't build out baseload, they generators just had some surplus from energy saving in industry. Who's going to make baseload investments for 3 decades when bitcoin miners move like locusts?

Given how completely over the barrel grid operators are in shortages and how greedy they are, they probably lost far more than profited. The peaking plant operators are sitting pretty though.

Comment So how out of the ordinary is jumping on it? (Score 2, Interesting) 72

I'm reminded of the workers with small rubber hammers doing final alignment of body panels in car factories, these fuselage panels will have a lot more deformation than that. Simply lining up the rivet holes probably takes a fair bit of judiciously applied force and humans are relatively cheap and very flexible robots to solve such problems.

How much force is too much? How much gap is too much? If he did the simulations to determine how much is too much his opinion are relevant, if he was just on the line and didn't think it was reasonable it doesn't necessarily mean much.

Comment Not seeing it here in Europe (Score 2) 283

MG/BYD isn't really at some different level to European manufacturing here in Europe AFAICS.

Also it's the European manufacturers which are breaking open the quintessential European small car market. Dacia Spring Extreme was the first somewhat practical one even if underspecced, now there's Citroen e-C3, soon Fiat Panda-EV and at some point VW will join late to the party. Chinese are nowhere to be seen.

Comment Re:Nvidia then (Score 1) 107

I don't dispute that M3 can have a very good value proposition. Even apples to apples (ie. same mm2, same process, same watt) it might even say still have say a couple 10% efficiency AND power advantage. I don't think so, but even if it does I don't consider it a huge deal, not a bigger deal than x86 legacy.

I just dislike when people pretend it's all about processor architecture when system integration, node advantage and ability to spend more mm2 (at lower clock) have such a massive impact. AMD chiplets are not power efficient, they are cost effective ... but that has little to do with x86. 7945HX systems are much worse than 7840U systems at power gating and much much worse than Apple systems, but again that has little to do with x86.

ISA is the least of the problems of (windows) PCs and the least of the advantages of Mac. Other factors are much more important for efficiency and other advantages.

Comment Re:Nvidia then (Score 1) 107

It's mostly an issue of power gating, both at CPU and system level. Even good 7840U systems have problems scaling to the lowest practical load which is to say offline video viewing. The moment you turn on wifi and actively browse, the load gets high enough for it to be competitive though.

For say a 7945HX system with a dGPU it's worse. If it's running Cinebench multi at say >50W it is actually high efficiency and high performance right up there with M3 Max ... but it can't scale system power down low enough for browsing.

They are high efficiency and high performance at higher load.

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