jpleger

I mean you are both right, it's been a few years since I have been in adtech, and it isn't black and white. There are few places that will pay for stuff that isn't clicked through, but there are places that are willing to pay on an impression basis for things like video or images. It's just like not worth it to most places to throw those ads on their property since it's fairly low quality advertisers.

More to the point though, if there isn't ads rendered, you can't even get accidental clicks.

The really awesome thing about these being in simple reference designs, is how easy it is to swap out things like that. I really like how they have things laid out, and will be using this as a reference for jr. folks on how to lay out logical blocks in KiCad.

I have often thought how awesome it would be to have a bunch of proven / validated / supported open source blocks for common things like power supplies, sensors, etc. I think that at some point digikey or someone had a modular board that you could mix and match stuff into a reference design, but I can't remember the details.

Ah yes the incredibly common practice of... checks notes backporting security packages in node packages.

That seems kinda dumb. I would never purchase a car without physical controls for key things. It is such a distraction to pull your eyes off the road for common tasks.

This is cool, seems like a next gen cadquery, which was really cool to see.

K, but if these are experts that literally do not exist in the US, why are the salaries not higher than median? It wasn't meant to fill junior level positions.

This program was meant to allow talent that is not available in the US, so that gaps could be filled with experts from overseas.

Things feel like the 2008/2009 time period for hiring, but stock valuations and earnings are still extremely high, which is kinda odd. It feels so strange right now for employment prospects.

I don’t know if anyone else feels it, but the constant under resourcing and do more with less mindset since 2021/2022 have probably made things worse too.

This year, I started actively day trading S&P 500 because of all the volatility. Maybe its biased because I have been staring at charts more diligently than in the past, but IMHO you can almost feel the tension in the charts right now.

2023/2024 would have small swings of like $2-$4, with $5-10 movements on a maybe 1 out of 20 days. Since Trump took office, it has been almost daily $6-$10 moves, with the rare day of only $3-$5.

Its great for day trading, but I don't know how I feel about it in general. I almost feel like this is the oscillation before the car starts to shake itself apart.

Hahaha, CVE was created because industry refused to track and report on things in a consistent and transparent manner. When given the option, business will almost always choose the easy path, and things like vulnerability management programs will be set back years if not decades when the external accountability goes away.

In general, lawyers and CTOs would probably love to see CVE go away or be taken over by industry.

Source: been working in security for 20+ years.

Makes me remember some of the days I had in my career. There were a couple really interesting datacenter things I learned by having to deploy tens of thousands of servers in the 2003-2010 timeframe.

Cable management and standardization was extremely important (like you couldn't get by with shitty practices). At one place where we were deploying hundreds of servers per week, we had a menu of what ops people could choose if the server was different than one of the major clusters. We essentially had 2 chassis options, big disk servers which were 2u or 1u pizza boxes. You then could select 9/36/146gb SCSI drives. Everything was dual processor with the same processors and we basically had the bottom of the rack with about 10x 2u boxes and then the rest was filled with 20 or more 1u boxes.

If I remember correctly we had gotten such an awesome deal on the price for power, because we used facility racks in the cage or something, since I think they threw in the first 2x 30 amp (240v) circuits for free when you used their racks. IIRC we had a 10 year deal on that and there was no metering on them, so we just packed each rack as much as we could. We would put 2x 30s on one side and 2x 20s on another side. I have to think that the DC was barely breaking even because of how much heat we put out and power consumption. Maybe they were making up for it in connection / peering fees.

I can't remember the details, will have to check with one of my friends that worked there around that time.

Are there any alternatives these days? Or just that you weren't expecting to have systems boot off the network?

I don't think that they should have TSMC do everything, but being coupled at the hip with the foundry business has not been, and is still not a winning strategy.

If the foundry business could execute (in timelines, in yields, and in sales), then having a vertically integrated company makes a ton of sense. However, that has not been the case for a while and will take years to get them back in a position where they can execute on the foundry side.

Right now the market and the board is dealing with the company equivalent of having your 25 year old kid stay their home rent-free, while spending tons of money, and getting piss drunk, then taking a shit on the hallway rug. At a certain point, you have to kick them out and tell them to get their life together, because the alternative is being homeless.

What they are doing / have done is obviously not working, they aren't being judicious in their spending, they aren't innovating, and everything is being dragged down due to institutional mediocrity.

I think that Pats strategy is what the fab needs to do to be successful.

However, I think the fab and design should be separate companies, with separate accountability and goals/objectives. There is just too much baggage by keeping them coupled. It doesn't let either part of the company spread their wings and reach their full potential when they are attached at the hip. From the outside perspective, that is the thing that Pat has seemingly been focused on, keeping it together, and its why people have lost faith in his leadership.

I also don't think that from a investment / stock standpoint that accelerating the depreciation / losses related to restructuring on the most recent quarter was a wise decision, since what Intel really needed was a huge win right now.