Lukateake

NFA. Documenting the largest private investment in Ohio: Intel's $28 billion semiconductor fab.

[Lukateake @Lukateake]

‘Do not ask them to build chips. Teach them to yearn for vast and endless possibilities. Chips are simply how we sail into the future.’ Intel Ohio.

[Lukateake @Lukateake]

@semivision_tw @Mojo_flyin Closest match but not identical. @asheaw, we need more #Intel merch!

https://t.co/aOt5V1DfEo

[Lukateake @Lukateake]

@dampedspring Or maybe Google will do both — and it believes debt issuance will be cheaper soon.

[Lukateake @Lukateake]

A software engineer finds a magic lamp and rubs it, and a genie appears.

The genie says, "I will give you $1 billion, but only if you can spend $100 million in a single month. There are three rules: 1.) you can't gift it, 2.) you can't gamble with it, and 3.) you can't throw it away."

The software engineer replies, "Well, can I use AWS?"

The genie thinks for a moment and says, "Okay, there are four rules."

[Scott Dochterman @ScottDochterman]

Tom Moore is the definition of a football lifer. He coached WRs Lynn Swann and John Stallworth in the 1970s, Peyton Manning in the 1990s and 2000s and Tom Brady in 2020. Now, at age 87, he's heading back to Iowa, where it all began.
https://t.co/QT1IlnsaEd

[Intel Foundry @Intel_Foundry]

The future isn’t given. It’s built.

From concept to creation, Intel Foundry helps turn vision into reality.

The future is yours for the making. https://t.co/ygnDJqP1WX

#IntelFoundry

[Lukateake @Lukateake]

@Alex_Intel_ Bought both hats. Now I have no excuse to not shoot some A-roll for the next drone video.

[Lukateake @Lukateake]

@Alex_Intel_ @magicsilicon I know a place.

[Lukateake @Lukateake]

@tobi @dbreunig “Tinker with the garage door open.”

[Lukateake @Lukateake]

@Alex_Intel_ @D_K_Rajasekar @Apple Up nearly 5x since this message. 😎

https://t.co/bPBgaUmHqU

[Lukateake @Lukateake]

@Alex_Intel_ @D_K_Rajasekar @Apple Up nearly 5x since this message. 😎

https://t.co/bPBgaUmHqU

[Lukateake @Lukateake]

@Alex_Intel_ @Marcille2024 @D_K_Rajasekar Agree, and will go a bit further to name the big-name customer: @Apple.

[Lukateake @Lukateake]

@magicsilicon @asheaw Come on out to Ohio to christen Fab 27.1 and 14A in late 2027.

[Ethan Mollick @emollick]

I was quoted a couple times in this Atlantic article, but that isn’t (the only) reason I think it is good. It lays out the reasons why we whipsawed from “AI is a bubble” to “there are not enough data centers” in less than six months. Spoiler: its agents. https://t.co/BqZ5dfq8hg

[Lukateake @Lukateake]

@cremieuxrecueil Hey, Columbus, when the new CMH terminal is built, let’s do better than the oil-stained, inoperable escalators that often greet travelers.

[Lukateake @Lukateake]

@cremieuxrecueil I often play with the idea of starting a @CMH_Escalator burner — because there is always at least one out of service every time I’m at John Glenn airport. (And I’m there a lot.)

[Lukateake @Lukateake]

@mustafasuleyman One GB300-second = one humanity work-month.

[Lukateake @Lukateake]

@StockSavvyShay @danielnewmanUV @FuturumEquities Amazon spent a decade looking ‘expensive’ on PEG while it built AWS. Same mechanic.

[Lukateake @Lukateake]

@ntwork Intel under Lip-Bu Tan (@LipBuTan1) lays out the perfect analog for the Lucid team to emulate, Nick.

Zero hype and humility. Relentless, disciplined execution of its plan.

[Lukateake @Lukateake]

@danshipper Real pattern is 1.5: specialized agents per function, with a shared substrate underneath. Identity, memory, tools, and policy live in the platform. Personalities live at the edge w/ Conway’s Law.

[Lukateake @Lukateake]

@danshipper Real pattern is 1.5: specialized agents per function, with a shared substrate underneath. Identity, memory, tools, and policy live in the platform. Personalities live at the edge w/ Conway’s Law.

[Lukateake @Lukateake]

I want this Lego set for an ASML litho machine more than a particular sweater which is all the rage in SF.

[Lukateake @Lukateake]

@lithos_graphein, how many times have you been sent this WSJ article today?

https://t.co/h8zCq5TTRN