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Comment Re: "Is Enron Overpriced?" (Score 1) 43

Intel has been consistently failing at Ai as well as almost everything else, so I don't see how that's going to be a hedge for an AI bubble pop. The only things Intel would be a good hedge for are success and a CCP takeover of Taiwan (admittedly this may have some value as the chances for this are likely far underappreciated in the market).

Comment Re: Split them up already (Score 1) 93

if the foundry splits off today, I would expect a GlobalFoundries result, with arrested development of new node sizes, as there isn't enough money to finance it. Keeping design and fabbing in one entity may at least force transfer of income from the design part to finance the new node sizes.

Comment Re: Sony makes phones? (Score 1) 26

I think the problem is that Sony is too small a player on the smartphone market so nobody cares - unless a phone OS developer buys one and ports support for their own satisfaction. For Samsung the issue is that their stack is too propriety vs AOSP. For example, they run their own stack for VoLTE VoWifi and VoNR, making 3rd party roms near-useless in areas where 2g and 3g have been phased out.

Comment Re: The Real Questions. (Score 1) 180

Who here is generalizing? If anyone it's Animojo who pretends there's no such thing as fire hazard with NMC battery chemistry which is patently false as pointed out by multiple people. I'd be good if fire/safety regulations catch up with modern technology, and avoid something else as dangerous as NMC from being introduced in future, while NMC should be encouraged to be replaced by safer batteries such as LiFePo4.

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