Kale

The business strategy decisions behind CPU fab is really interesting over the past 15 years.

AMD made a budget clone of Intel two decades ago. Then Intel made a misstep and released Northwood Pentium 4. AMD used less power and was faster. And AMD decided to go with DDR memory, while Intel went RDRAM. Then AMD was king when they went AMDx86-64 for 64 bit and Intel went Itanium.

Then AMD made a huge miscalculation on the future of multicore computing and designed Bulldozer, while Intel got their shit together and went down the hyperthreading route and released CORE/Core2/Core2Duo chips. And Intel was king for a decade.

I don’t know the exact timing, but AMD needed cash and sold their fabs to raise money, which became TSMC GlobalFoundries, sorry. GF learned how to make stuff small since smartphones became a huge market. Then AMD let an engineer run the company and she invested in the Zen architecture, which could be made by GF with their lessons from the mobile world.

This is my take. By AMD turning GF loose, GF could date other people work on mobile projects, which helped them learn.

It’s a side note now, but Intel hung on to their fabs and lagged behind GF. AMD let their fab go and benefitted from it. EDIT: I had some facts wrong. It’s possible Intel fabs are ahead of GF.

As a side note, Intel did try fairly hard to get into mobile like GF. They had the Atom chips and went for tablet, Ultrabook, netbook, and mobile. I had an ASUS Android phone with an Intel SOC. So it’s not like they ignored mobile, but it didn’t benefit them as much as TSMC.

I love MPFC, but some of the sketches are “meh”. For every “Battle of Pearl Harbor”, there’s a “Confuse-a-cat”.

Fawlty Towers is great. Mildly racist against the Spanish and Irish.

It takes 4 episodes to really build into the complexity. Then season 2 turns it on its head.

Red Dwarf is pretty good. Fawlty Towers is great. Someone recommended “Yes Minister” and the first season is awesome. The Hallmark of great comedy writing is if it holds up, and Yes Minister still is hilarious 40 years later.

Dark is a German Netflix show. It unfolds into something akin to “Lost” over the first four episodes. The ending doesn’t suck, and they set up the end to where it’s almost impossible to get it right. It’s not an amazing ending, but it’s impressive that they managed to make it not terrible, since it builds up to a near-impossible ending.

Squid Game is pretty great but gory. Letterkenny and Trailer Park Boys are quirky comedies with some rough language throughout.

There are methodical ways of valuating a private (and public) company. Some are pessimistic and some are wildly optimistic. Your can legally use whichever one you want, only you must only use that valuation method for everything. It’s illegal to value the company low for taxes and high for loan collateral. And if you sell it, you can owe back taxes if your valuation was off (sale price is the new valuation).

This is overly-simplified US accounting rules (from finance class 10 years ago)

He took it private so, although there can be shares, they aren’t traded on the open market. So no positions to short.

Almost a decade ago that was true. I use budget Android phones, and Brave was the only ad-blocking browser I could use. Firefox with ad-blocking plugins was slower than Chrome with ads. Brave was chromium based and was by far the most responsive way to browse the web.

Firefox got their act together and now the Android version is great. And the plugins work well. Brave began substituting some site ads for their own ads, if I remember correctly. You’d see fewer ads, but Brave was getting some money to let a few through.

Melting tundra releases methane, accelerating the increase in temperature. Rising temperature reduces polar ice, making oceans absorb more heat, accelerating heating. Climate pattern changes cause more frequent and larger wildfires, accelerating heating.

There are probably processes that work to reduce heating as it increases that I’m not aware of, but there are a lot of positive feedback processes which is concerning.

I believe the IPCC 1.5C was criticized because it included effects of a carbon sequestering process that hasn’t been invented yet. That’s pretty optimistic.