iphoneisbetter

Good point. However my mind is drawn back to the fact that the USG licenses the patents to ASML. A tweak or change of that licensing model could suddenly make TSMC's cost basis rise and Intel's drop. We are after all talking about US national security interests as the backdrop - the usual market rules may not apply so cleanly.

I agree. The problem isn't drunk driving. The problem is drunk crashing.

I don't think people realize the sheer magnitude of reaching $3B ARR in under two years.

These things impress people who fail to digest business fundamentals. Anyone with a suit and a slick powerpoint preso can in theory start a money-incinerating machine. The real measurement is the profit. And before someone makes the "capture the market" comment - this isn't ZIRP anymore. Money costs fuckin money now.

Or maybe, just maybe, TSMC has gaslit all of us to think it is much harder than it really is. If Taiwan isn't needed for its chips, what is the strategic interest of the USG?

Interesting. What charging network were you using out of curiosity? I've never had any issue with Charge Points beyond the initial account and payment setup. I've used my NACS-CCS adapter dozens of times now mostly at hotels when I charge overnight.

Yes. Kidding aside I am fairly satisfied with FSD. I don't expect it to perform miracles - but it does a pretty damn good job of rolling the car safely down the road when I don't want to do it.

No; because that costs at least an order of magnitude more money than a simple colo setup.

Can confirm FSD is a total fraud. I was only able to use it for 158 miles of my 160 mile journey yesterday. Absolute vaporware, totally.