Danox

Yes…

RIP he was highly skeptical, not necessarily open to the long range view.

To service their ad Empire and the same thing applies to creating the Chrome browser and Google maps…

From a distance, the Chinese spending seems to be more focused and spread out across their infrastructure at all levels. Is that a difference between engineers running the system and lawyers running the USA?

I certainly would like to see Thorium get some love after basically 50 years of being mothballed moth, and the same goes for the rail system within the United States.

Kodak, like Xerox had it all under one roof their management at the time turned their back on the future…

IBM was the same way, ironically, the fourth Yankee clipper company had to be dragged into using two types of glasses sitting on the shelf that were patented/created in the early 1960s, both of which later became known as gorilla glass. Steve Jobs had to call them (Corning) multiple times to get them to finally let him use it on the iPhone. Imagine if Steve had contracted out to some other glass company in the far east?

Kodak, Xerox, IBM, Motorola of Schaumburg, Illinois are perfect examples of companies that did not want to upset the apple cart, another example outside tech of tech that did not want to go into the future was US Steel, and while I’m at it to a lesser extent Ford and GM are teetering since 1973…

But they won’t with the Chinese around long-term and other tech companies that have capabilities. This is a short term bottleneck.

Those that can will incorporate memory into their designs, and the Chinese will be a bigger part of the memory market worldwide going into the future, that alone will drive more tech companies to look at memory/ssd design differently than what they did before. Market conditions have changed you either change/adapt with it or you die.

I think memory and ssd design will end up being incorporated into the overall design of the SOC chip. And several companies that can probably will sponsor a existing company or build a foundry going forward. Once again, change or die.

With Apple’s recent history engineering and designing around companies that hinder their progress, I don’t think memory is going to be any different.

I also think the rest of the tech industry that can isn’t gonna be stalled for too long. This windfall will be the last for those three stooges of memory.

The ram crisis is just a short term bump. The three stooges of memory don’t have more than four or five years tops. This is their last big payday.

They could, but they don’t have to. The Chinese have beaten them to it, and the rest of the world will benefit from it and the circle will be complete once the models get a little bit faster/smaller and the localized hardware does the same and it will, it is inevitable.

The one thing that is sort of ironic or bad is that between Russia and the Ukraine there’s a large number of mathematically inclined people that if it wasn’t for the Putin war, their brain power working on AI models would have probably pushed open source down the road, even faster…

Open source is in the tradition of humans sharing past knowledge, long-term we just can’t keep a secret it’s a time, honored tradition…

Sorry, no leg to stand on and relatively speaking no sympathy for the model makers or the data-center builders…

Very true, and once the models get even better and smaller and operate locally at a reasonable level there will be even more smart people particularly young people that will get access. The fun has only just started. Like the dawn of the personal computer era.

Sharing among AI friends what’s the problem, scraping the Internet or hiring new employees between companies who like to share? It’s a tradition among the AI model makers…

Only the people who travel to the US should be included in this farce and vice versa the other way…

And then you wake up from the dream…

Those days are gone. Look no further than the occupant in the White House. IE the Swedish jet industry is about to get bigger, future drone expertise, if the Ukraine can hold on if you want to learn the ins and outs, you don’t need the United States. If you’re serious about learning and building drones.

It’s going to be a different world, a world where many former allies are not gonna look to the United States first they can no longer afford to.

At this point, the United States will lose that battle most Countries in the world are going end up using electronics from Asia, that ship has sailed Japan, China, Korea, Singapore, Taiwan, Vietnam, dominate that area, China already dominates EVs, Drones and many other electronic devices, and with the way Donald Trump has picked fights, Europe, Canada, Australia, New Zealand, Mexico and many others are looking for other business partners.

If you need infrastructure done, China is dominating that area too. Rail, High-speed rail, Nuclear reactors, (near future Thorium reactors), Dams, Highway roads, bridges, Ocean ports, airports you name it, and they can roll it out, Transport ships, And if they don’t do it, Japan, Korea, Vietnam, and Taiwan do.

Is it too late? No, not necessarily, but America needs a regime change…

Europe may get some things wrong, but in comparison to United States on food, they don’t, particularly eggs, chickens and baked goods, America allows to many substitutions for expediency (profit).

The last vertical computer company left from the 1980s when they were several American companies that designed the operating system and the hardware to go with it.

Apple originally was gonna use the Internet for apps on the iPhone, but the third party developers convinced Apple otherwise?

Which one was sold at a loss?

Open to Microsoft…

It won’t take 10 years, 3 years maybe 4 years, depends on the next two hardware generations that and whether or not the current memory fiasco is solved.

Engineers at the top of the pyramid in China, Lawyers on top of the pyramid in America.

The bubble would burst for OpenAI, Anthropic, Oracle, and Microsoft…

That would be strike one like putting tariffs on every country you disagree with, such a strategy would fail.

OpenAI the company really is as scummy as they come and that is probably why Apple gave them nothing unlike Microsoft, the Chinese model makers are currently proving that ultimately there is no moat around AI. Every day the cost of entry, software and hardware wise keeps getting smaller.

Note: The only thing Google got out of Apple was a one billion dollar refund on an existing search engine agreement, AI real value in the future is as a new addition, to the existing programming stack or toolkit used by programmers. That value does not add up to spending $1 trillion dollars on capex.

If Apple spends any big money in the next 2 to 4 years, they had better spend it on bringing the design and engineering of memory in-house to the Apple Silicon Group and TSMC.

In and Out Burger is an even bigger monopoly, the way they organize themselves is unfair to the rest of their competition.