mikechen233

12 ms·

1.
by mikechen233 5y ago
It depends on the product. But software has stronger the ecosystem effect and data lockin more so than any previous technology. Think facebook, youtube, Windows, office, apple ecosystem of products. They have two market characteristics: 1.
2.
by mikechen233 5y ago
Environmental regulations, like air quality, water treatment is a lot tougher these days. Air and water quality has been improving for the past 7 years. These days a lot of people are giving approvals for increase environmental quality, tho
3.
by mikechen233 6y ago
Yeah, this was pretty much the norm. But these past 4 years, this kind of "using public money for private events" are much less common. There is much much tight curb on "dinners" "using government owned cars" &
4.
by mikechen233 6y ago
Nvidia's big market is in servers and big training projects that train 10s or 100s gb of data or more. Almost all of these environment the data are stored in a Hadoop store, or cloud storage or big sql servers. No one is going to hook
5.
by mikechen233 6y ago
I feel is both. Also a good strategist would have made sure whatever plan and vision you have is also going to be executed well. A strategy that didn't end up to be executed well is a failed strategy.
6.
by mikechen233 6y ago
The memory on m1 is nothing special. It's not part of the m1 die. M1 still have traditional memory controllers. It's just they built the logic die and the memory die in a single package for lower memory power. Increase package siz
7.
by mikechen233 6y ago
Why is x86 waste? It was beating everything on the market during the 90s and 2000s no? Its just intel hasn't pushed things forward in 10 years right?
8.
by mikechen233 6y ago
Armv8 instructions should be consistent between vendors. Gcc and llvm is very likely to produce standard armv8 code that is portable. At work we use intel chips to compile armv8 linux executables and librarys and run them on broadcom arm ch
9.
by mikechen233 6y ago
Apple's advantage is in the virtuous cycle of big demand and big market for their products. And now they have built up the talent, the process, to build different chips and chips that are very large. M1 is not a small chip, it's c
10.
by mikechen233 6y ago
Rosetta 2 probably also have a JIT mode to deal with software that JIT produces x86 instructions like browsers and java VM. And of course you can do AOT or trans compile static x86 executables. I feel a lot of success of rosetta comes from
11.
by mikechen233 6y ago
I found say intel not just failed in the process nodes. It also failed to see the rise of the dedicated fab (tsmc) and fabless business model as a more efficient model. Intel also failed at innovating on lower power designs and the gpu. Eve
12.
by mikechen233 6y ago
Next gen consoles and Nvidia rtx io is kind of doing that with graphics textures. Textures are memory mapped but stored in nvme storage. When GPU reads a texture, it first looks in the ram, if not found in the ram, the controller talks to n
13.
by mikechen233 6y ago
It's not due to the on package or the united memory. M1 is using industry standard 128bits lpddr4. On package is still using regular dram chips. What seemingly is the advantage is the firestorm cpu has much wider pipeline and capable d
14.
by mikechen233 6y ago
I feel the Mac os ui is still a lot better than both win32 ui and the new "modern" ui in uwp apps. Mac os ui is functional, easy to use, enough information density. And the animation, styling and graphics that looks great on a hig
15.
by mikechen233 6y ago
All the new plants Chinese government approve to build now are super critical coal plants. These are the most efficient ones. The gov also regulated older coal plants to retrofit NOx, SOx, pm2.5 treatment equipments. China doesn't have
16.
by mikechen233 6y ago
That 6 cases will grow exponentially if left unchecked, like what happened in Wuhan in early January. I thought people outside of China condemned it so vehemently for what they view as an lack of action by the government and in extension th
17.
by mikechen233 6y ago
This case it's fine. There is a due process. Hard evidence is brought forth, court ruled in according to law. Where is the due process for handing the sentencing that prevents tiktok from transaction with US persons in the first EO. Wh
18.
by mikechen233 6y ago
Tiktok has a completely different concept than Instagram and Snapchat. The entire product philosophy is different.
19.
by mikechen233 6y ago
The EO on bytedance is forcing Bytedance to sell all global tiktok operations. How is that a reciprocate issue? A reciprocate would be deny tiktok market accesses in US only. But clearly US gov doesn't want bytedance to exist at all. T
20.
by mikechen233 6y ago
China already enacted foreign investments law. Tesla uses it to enter the Chinese market freely. Build factories, sale electric vehicles, enjoy all tax and subsidy that local companies are. And so will VW, and any other auto maker. IP prote
21.
by mikechen233 6y ago
Google, fb, Twitter doesn't comply with internet security law in China, which requires servers in China and content regulation. The same law applies to everyone. If you follow it by the letter, you can operate. Case in point, Apple iCl
22.
by mikechen233 6y ago
China enacted a new foriegn investment law. It no longer require joint venture, IP transfers. Tesla is able to use this law to built an wholly owned subsidiary and factory in China. A lot of big autos in China are now buying back their owne
23.
by mikechen233 6y ago
But the big difference is that Amazon still controls aws in China, the product, the brand, the IP. And aws is developed employees in Seattle. It's just operated by the Chinese company. The Chinese company deal with servers, deployment,
24.
by mikechen233 6y ago
Tiktok CEO, management and employees are all Americans. Their office is in California. There are now a few hundreds American employees at tiktok. If Chinese government control them or forcing them to hand over American data, they would have
25.
by mikechen233 6y ago
That's a domestic issue in the United States. US GDP has grown steadily during the last 30 years. The corporate earnings of the s&p 500 has went up by multiple folds. Companies like Microsoft, Apple, Nike , McDonald, Johnson &
26.
by mikechen233 6y ago
China never kicked Western journalists out. It revoked journalist liscence from a number of journalists from Washington Post, nyt, and wall street journal as a retailation when the US designated five Chinese media as Beijing operatives. Med
27.
by mikechen233 6y ago
Just today telsa sold 10000 cars in the Shanghai factory in March and Tesla stock jumped as result. I have a feeling that with Europe and US in continue lock down, China is going to support a huge number businesses. Looking at a number of W
28.
by mikechen233 7y ago
I am Chinese, when has zhong nanshan ever being removed from heading the epidemic control committee. Just a few days ago he was making statements and directives as a member of that committee. This news is so fake it just smells like another
29.
by mikechen233 7y ago
A Chinese team of doctors working with the Chinese CDC released this paper on the characteristics of patients. https://www.medrxiv.org/content/10.1101/2020.02.06.20020974v... (By the way I wish the mainstream medi
30.
by mikechen233 7y ago
I think each day the infected count increases 2000 to 3000. It indicates a capacity limits at the health care system to diagnose and confirm an infected case.

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