maxglute

14 ms·

241.
by maxglute 6mo ago
You mean the widely reported and well known industry confusion around TPP revision and timeline of ban a800/h800, first 30 days then immediately i.e. it was moving goal posts / wiffle waffled and anything but extremely clear. US u
242.
by maxglute 6mo ago
It's moving power requirement from industrial scale to commercial scale, not even large commercial. See BYD partnering with 10000s of PRC KFCs, if the grid can support KFCs it can support flash charge, which makes it more or less ubiqu
243.
by maxglute 6mo ago
One can ballpark it, during EUV commercialization, ASML had 15k employees, Zeiss 3k, Cymer 1k. 20 years of non priority commercial development, lots of setbacks. Final integration ~5k suppliers. For reference commercial aviation Boeing&#x2F
244.
by maxglute 6mo ago
Big deal for ubiquitous charge and moving away from charge hub model. Stop by any local convenience store and getting topped up in 10 min, no need to even consider detour time, i.e. BYD parterning up with KFC china to add flash charge - KF
245.
by maxglute 6mo ago
I posted math in another comment, maybe wildly off. It's 1500 kWh of battery from 30 old blade1s / upcycled byd packs, + 600kWh of grid power (typical industrial i.e. no need for major grid changes) + 30 kWh of solar roof (i.e. mi
246.
by maxglute 6mo ago
I think flash charging infra math is: 1500 kWh battery storage + 600kW grid draw + 30kW solar canopy (if weather allows). @10m per car across 2 cables = ~36 cars over 3 hour rush hour throughput (comparable to 2 gas pump) = need ~4000 kWh,
247.
by maxglute 6mo ago
The real news is BYD is making blade2, and flash charging (10m - 97%) standard going forward, i.e. all models all price points will recharge as fast as filling gas tank. The flash charging network supposedly also open to all compatible vehi
248.
by maxglute 6mo ago
Nice, not $150 nice. Steam controller pretty potent mediapc input but steamos keyboard finnicky. Wish they go all out and add something like xbox keyboard attachment.
249.
by maxglute 6mo ago
Something very comfy about vintage rhetoric. I wish to see a 1930s vocab and 2020 shittalk combo though.
250.
by maxglute 6mo ago
LLM slop aside, it would be nice to have a less rational Apple leader that launches riskier products. Get that car out.
251.
by maxglute 6mo ago
Well on paper ASML leverage = EU has access to western semi tech stack. It would be interesting to see Europe successfully strong arm leading edge fabs in EU (not for lack of trying) exchange for ASML access... but Netherland has independen
252.
by maxglute 6mo ago
With how long SNES emulators been around, I sometimes wonder if more people played Nintendo games on emulators than actual Nintendo consoles.
253.
by maxglute 6mo ago
Norway extracts 1/2 oil as Canada but has 1/8 the population. Canada too big to be petro state. Canada has lots of other resource endowments, but not enough to sustain norway tier of per capita sovereign fund returns even if it ma
254.
by maxglute 6mo ago
It's not their thought, it's core technology created under PRC registered entities before Singapore switcheroo, which makes their IP PRC origin and under purview of PRC according to PRC law. For actual law, article 13 of PRC 2020
255.
by maxglute 6mo ago
Oh no taking passport for flight risks during investigation for basically treason... down with... every government in the world. Anyway that said, with respect to PRC export controls "barring people" is also not wrong conclusion p
256.
by maxglute 6mo ago
No they're exactly the same, except Manus more retarded than Nvidia and Supermicro. 1. US had wiffle waffle export control policies on what TIER of compute that was exportable. When policies were unclear and compute threshold shifted,
257.
by maxglute 6mo ago
US export controls prevent companies from selling controlled tech. If US companies tried o circumvent then they would absolutely be denied, if they did secretly anyway, against, the law of course they'll likely have passport surrendere
258.
by maxglute 6mo ago
Another wrong comment doesn't make being wrong less wrong. CEOs/persons trying to sell controlled technology unauthorized for export by origin country. They are direct legal analogs.
259.
by maxglute 6mo ago
Directly comparable, trying to circumvent export controls. One is chips other is algo.
260.
by maxglute 6mo ago
all the epetroyuan pandabond credits.
261.
by maxglute 6mo ago
Not sure if serious, you think US doesn't make people surrender passports for NSL investigations, i.e. Supermicro trio surrendered their passports.
262.
by maxglute 6mo ago
This just PRC finally applying their version of US export controls, i.e. PRC gets to control PRC originated algos, same argument as TikTok. The founders aren't held "hostage", they're under investigation for violating ex
263.
by maxglute 6mo ago
US absolutely has exit bans on people who break/is being investigated for national security and export control laws, which is what Manus did. Except Americans don't call it hostage taking when they do it.
264.
by maxglute 6mo ago
Manus started in China, built by Chinese talent, hence all their work under purview of PRC export control laws, PRC merely closing loophole on SG washing. They haven't even done nuclear option like banning PRC from working in US AI lik
265.
by maxglute 6mo ago
There are many sole source fab suppliers in TW, Arizona fabs will run out of inputs and shut down. There maybe effort to fully indigenize TW semi supply chain outside TW, but I've not heard any credible policy/efforts. There is sc
266.
by maxglute 6mo ago
Wall of text warning. No background in defense, imo slightly more informed/less stupid enthusiast. There isn't specific reading, most narratives are politically motivated and not worthwhile outside of relevant statistics to inform
267.
by maxglute 6mo ago
Leading edge semi that's already largely denied to PRC via export controls that overwhelmingly underpins US semi advantage and economy. Glassing TSMC would actually only close advanced semi gap between US and PRC by simply taking most
268.
by maxglute 6mo ago
TW gets most of energy and calories from strait shipping. It would be PRC mining/denying TW for lulz if anything. Ultimately TW going to have to look to see if they want to be HKers, who got less retarded after kissing PRC boot (see HK
269.
by maxglute 6mo ago
IMO Ability to break US forward base sancturary breaks entire US expeditionary model. US+co land basing responsible for most of strike sortie generation/sustainment. Carriers are mathematically supplementary in theatre level conflicts.
270.
by maxglute 6mo ago
> no signals it would not repeat that event Of course there is, there's anti riot gear now when there wasn't before.

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