BeetleB

Wow. You gathered so much from two words.

I was speaking only of the cost to build. There's the cost to run/maintain it (salaries, etc).

Keep in mind Intel is losing almost $2B per quarter on their foundry business. It's not easy to make the economics work out.

If you think the promise is there, then are you willing to invest all your money in a company chasing this? I'm not.

If I'm worth $10M, it doesn't mean I'll invest $200K in something I'm fairly confident will lose money. If they're not investing in building more capacity, it's because they're being appropriately cautious.

The reality is no one wants to be left holding the bag if the industry collapses. It costs $8-15B to build a fab for DRAM. If we rush to increase capacity, and the demand drops N-fold, everyone who rushed in will lose their shirt.

Also, fabs are easily the most complex manufacturing on the planet. You don't want to rush stuff like that.

> You could have manufactured enough ARC video cards to meet demand.

Intel was at best breaking even and likely making a loss on each ARC card. They released them to stay in the space, but manufacturing more would increase their losses.

Are you in India? I somehow doubt Indians in India are deficient. The rationale is that when you're closer to the equator, you need less sun exposure to produce the appropriate amount of Vitamin D, so people from that region have inefficient production.

It's when those people go to northern latitudes that the inefficiency starts to matter.

Do what?

They were crazy overvalued. In August 2025, they were trading below $20 (which was crazy undervalued). When things were going great for them in the past, they were in the mid 60's.

Trump strong armed some companies to make deals with Intel, and the market went crazy - taking it all the way up to $120. But performancewise, all their gains have been incremental. I know many who work there, and nothing has changed from a year ago - other than the infusion of cash from the deals. The products are still behind AMD and Nvidia. The fab is losing money at almost the same rate that caused their stock to drop from $50 to 25 some years ago ($8B loss then - likely still over $7B this year). Revenue has gone up incrementally, and is still way down from the peak some years ago.

To give you an idea, they had reduced their ESPP offering to no lookback period - to save money. Employees get a fixed 15% discount - that's it. Their LLM budget is about $10/day ($200/month) per employee. The layoffs started by Lip-Bu Tan never ended. It's just become continual. They are trying to find any possible way to save money. That hasn't changed.

Their current price at $64 is, at best, a fair price, and likely still a bit overvalued.

> Improve grades, improve classroom behavior, maybe. What about those?

Isn't that partly the goal with the ban? Fewer distractions.

Depending on what you need, you can build a custom harness via pi really fast. I tried OpenClaw for weeks, and it took me a lot less time building my harness than trying to figure OpenClaw out.

I said the same for years after smartphones came around.

In my book, if you use a Smartphone that's either Android or iPhone, I can't take seriously the claim that you value your privacy.

Privacy is a continuum.

I'm sorry, but: Post-hoc justification.

> There’s no way to spin it so that Bushby isn’t an absentee father and a selfish person.

I never understood why people are so willing to advertise their lack of imagination.

Having both is just plain terrible, although I suspect the latter dominated before the former really had an impact.

And to think he was filming Picard just a few years ago.

I have no idea how much I pay for public broadcasting, but I'd give up all my streaming services before I give that up.