wernst
Joined 11 years ago
Joined 11 years ago
From TSMC's Mark Lui:
- Supply chain disruptions from Covid
- US / China trade disputes
- Digital transformation from Covid (increasing demand for chips)
- "Double booking" feedback loop (companies preorder more than needed, fearing fab capacity limits --> makes it seem like there's less fab capacity --> companies book more capacity, fearing capacity limits)...this is not specific to Covid, but heats up in this kind of situation
I may be speaking out of ignorance, but do you have an example of this occurring or are you speaking purely hypothetically?
I do think subscription based journalism can be just as pernicious. The most profitable route now is to find a niche group and produce content that they want. In general people "want" the objective truth, but its so much more tantalizing when it's spun to confirm your biases. There's likely a point where people will pay to get 90% of the truth and 10% confirmation bias, and if that's the most profitable route pubishers are going to report in that way (hence the left lean of NYT in particular, and right lean of other publications).
Massive change due to tech is always just waiting to happen. Here's to hoping it just changes society without destroying it.
Also it seems odd to promote the bundling of distribution and content as a win for consumers...ATT blocking youtube to promote HBO Max sounds like a loss for me and a loss for the internet. And what happens when every carrier has their own HBO Max?