nish__

8 ms·

151.
by nish__ 11mo ago
I'm listening.
152.
by nish__ 11mo ago
My man.
153.
by nish__ 11mo ago
Yes. ASML is the only company making these machines. And both, they own thousands of patents and are also the only ones with the institutional knowledge required to build them anyway.
154.
by nish__ 11mo ago
Yes. You need 16nm or better for DDR5.
155.
by nish__ 11mo ago
What would you expect yield to be?
156.
by nish__ 11mo ago
It's a toss up.
157.
by nish__ 11mo ago
My napkin math: According to my research, these machines can etch around 150 wafers per hour and each wafer can fit around 50 top-of-the-line GPUs. This means we can produce around 7500 AI chips per hour. Sell them for $1k a piece. That&#x2
158.
by nish__ 11mo ago
I made a website: https://ontario-chips.vercel.app/
159.
by nish__ 11mo ago
I'll do it for free. And I'm sure we could rent a facility.
160.
by nish__ 11mo ago
Right on, partner. I think there's a ton of demand for it tbh I'll do the engineering so we're good on that front. Just need investors.
161.
by nish__ 11mo ago
Machines are less than 400 million.
162.
by nish__ 11mo ago
Just need a half billion in upfront investment. And thank you for the support :)
163.
by nish__ 11mo ago
Anyone want to start a fab with me? We can buy an ASML machine and figure out the rest as we go. Toronto area btw
164.
by nish__ 11mo ago
I think it's accounting for indirect ownership as well. That would be very misleading and irresponsible reporting if it weren't.
165.
by nish__ 11mo ago
What? "Doesn't seem to be an accurate statement"? What part? Those numbers are actually conservative. According to Yahoo Finance[0], it's actually 93% of the stock market is owned by the wealthiest 10% of American househ
166.
by nish__ 11mo ago
It's definitely just a blip.
167.
by nish__ 11mo ago
It's amazing to me how many people don't get this.
168.
by nish__ 11mo ago
Exactly. Going public is like leaving your baby to be raised by wolves.
169.
by nish__ 11mo ago
Who's the CEO now?
170.
by nish__ 11mo ago
Appeal to authority fallacy.
171.
by nish__ 11mo ago
Wake on LAN?
172.
by nish__ 11mo ago
Solution: run them in the north. Put a server in the basement of every home in Edmonton and use the excess heat to warm the house.
173.
by nish__ 11mo ago
Neither cloud computing nor AI are good long term businesses. Yes, there's money to be made in the short term but only because there's more demand than there is supply for high-end chips and bleeding edge AI models. Once supply ch
174.
by nish__ 11mo ago
True, thanks for that info. Changes the narrative entirely.
175.
by nish__ 11mo ago
Where are you getting those numbers? SpaceX is a private company.
176.
by nish__ 11mo ago
No it's not.
177.
by nish__ 11mo ago
What a ridiculous waste of money.
178.
by nish__ 11mo ago
Why don't your customers trust Google Cloud?
179.
by nish__ 11mo ago
I want to thank Go for popularizing coroutines. Seems like every language now has adopted it and I love that.
180.
by nish__ 11mo ago
I loved that course so much. I remember some seemed to hate it because "when are we ever going to use Scheme in real life?"

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