The computers you can buy in California have to have an efficiency of at least 80%.
The machines that produce those components in the same state? Forget about it. The restriction is for you, not them.
So. I'm design lead.
I don't exactly know what a design lead does? Other leads float about and lean heavily on their coworkers to fill in the information gaps. It's possible I've done bits of their job and not known it. I also don't know that I CAN'T do it. So lfg!
3. Lam Research $LRCX
According to Bloomberg, Musk’s Terafab team didn’t just contact Lam Research for quotes, it offered to pay above-market prices for priority delivery. That’s how essential Lam’s tools are.
See, while Lam competes directly with Applied Materials, fabs need both companies.
AMAT is the broader, more diversified semiconductor capital equipment provider that can supply a larger chunk of the tools needed for chipmaking.
Lam is the etch specialist—carving precise patterns into silicon wafers—with best-in-class tools for the most demanding patterning steps in cutting-edge logic and memory, the exact areas exploding with AI chip demand.
Lam has, arguably, the strongest direct Terafab linkage reported, positioning it to benefit handsomely from Musk’s chip supply chain buildout.
Fauci in the news.
Birx in the news.
Gates in the news.
Masks back on faces.
Hazmat suits.
New shots in the works.
Nothing has changed because nothing has changed.
Because paranoia about these systems has become normal as well. Just like when my hermit-like habits became mandatory for all in 20\21. In comparison, I have become normal.
Perhaps my normal was the new normal all along.
I have been terrified of automation from an early age. Instead of running from it, I sought to understand it. My fear had been a secret embarrassment. A paranoia. Fevered visions of faceless control systems. You can't just tell people that.
Fortunately, these days, I am normal.
I'm often asked: “What makes pediatric gender doctors do what they do?"
Good question.
Here are 9 overlooked factors, to add to the obvious one: ideological agreement with the “gender-affirming” outlook.
These are unsystematic observations, so take with a grain of salt. 🧵
Oh my god. Terafab?????????????
I have to wait and see, but. Even then, I don't think I would be allowed to say. It's not public knowledge what they intend to procure for their facilities. But it's ambitious. It's very ambitious! I'm afraid to what extent I'll be involved.
SPACEX / TERAFAB: The County of Grimes, Texas, will be home to SpaceX's Multiphase, next gen, vertically integrated semiconductor manufacturing and advanced computing fabrication facility.
Estimated capital for initial phase is $55 billion. Estimated total investment of $119 billion.
The agreement covers the SpaceX Reinvestment Zone No. 1 – 2026-001 located at Gibbons Creek Reservoir and surrounding areas.
A public hearing will be held June 3rd.
Older generations really do not understand just how desensitized Gen Z has become to evil.
Charlie’s death was turned into a meme, a SOUNDBITE even, his name became a joke, and his traumatized widow a caricature
When we say “assassination culture,” THIS is what we mean!
In these unbelievably crazy & polarising times, I remain supremely grateful to all who keep on keeping on, especially the small accounts who must sometimes think their voices aren’t heard or paid any heed to.
Let me tell you, your support & loyalty means the world… every time.
I found myself watching this 90s video again and I really miss this decade.
The 90s were the last era where everyone occupied the exact same reality.
There were no custom algorithms curating a personal feed. We stood in line for the exact same movie tickets, and we jammed the same cartridges into our consoles when we got back.
When a massive cultural moment dropped, nobody missed it. You either participated, or you had absolutely nothing to talk about the next day.
Having limited options is what actually forced us to pay attention. You actually had to pop the tape in and commit to what you were watching.
We traded a connected culture for an infinite scroll.
There will never be another decade like this.
Ford listening to what you say in your truck, then feeding you targeted ads?!
That's the least of the problems! Watch my full video here: https://t.co/JKQHyOzyVA