junesix

3 ms·

1. 1.▲
   by junesix 2mo ago

   The risk is not hardware launch per se. It's the unresolved lawsuit from a powerful company that's hanging over OpenAI and what may be revealed if the case goes to trial and discovery. All that will get priced in by institutional
2. 2.▲
   by junesix 2mo ago

   I don't see Demis becoming CEO. He's a scientist and researcher. He wouldn't want to be bogged down by minutiae of corporate politics, org structure, government relations, mobile hardware, etc. Chair lets him have authority t
3. 3.▲
   by junesix 8mo ago

   It's not that people forget that Intel exists, it's that they are effectively irrelevant to the foundry business. > Becoming a meaningful customer of Samsung or Intel is very risky: it takes years to get a chip working on a new
4. 4.▲
   by junesix 4y ago

   It's only gotten attention because it's "ChatGPT". If it was any other vendor, this would have slipped by without a blip.