@imnotharsh Wish there was some indication of how Intel will monetize this, but I suspect it will be silence for 8-10 years while all other parties end up finding ways to milk it.
@cool808surfer@MarketWatch Intel gained 7b on musk intc terafab confirmation of partnership, and lost 21b on musk tsmc discussion of relationship. And tsmc gained 76b.
@imnotharsh On April 23rd, the day after Elon musk confirmed SpaceX as a 14a customer, Intel added 7.6 billion in market cap.
Today TSMC added 76 billion in market cap based on conversations with musk.
Today Intel lost as much as 21 billion.
Make it make sense.
@treasureh8nter@beefcubee@DeepValueBagger@kyuu47427 Going from 10nm to 1.8nm production volume and surpassing TSM technology in 5 years doesn't deserve praise and respect? When Taiwan ROC was basically a blank check for TSM to copy Intels' inventions? Tough crowd....
@imnotharsh At even 1/10th the described scale and half the speed of the described timeline, it is almost unthinkable that tsmc won't be involved. Simply because Elon needs those ASML allocated orders, even if Intel shines like the sun...
@imnotharsh Elon knows and has always known that both the scale and timeline of terafab is BS. He articulates grand aspirational visions on the front end of everything, then reality intervenes. He needs to glom on to already allocated ASML orders to even get started. This is part of that.
@Jim_Jordan Your referral is a joke. Maybe learn how to ask better questions. He was 100 percent truthful. And stop making it sound like this is a new referral based on your laughably incompetent performance in that hearing. You and your colleagues are a national joke.
@PatrickMoorhead I'm generally a Zuck hater.... But Muse is amazing as a 'helper agent'. Might be slow as hell but it seems worth it since it actually does things without bitching about it...