Recent content by mikegg

They already bought High NA machines.

Ok thanks. Given that a TSMC 2nm fab costs $28 billion (estimate). Intel has $20 billion on hand right now. How do you think Intel can make a 16A fab?

Just some context for people who criticize Tan. Intel has $22b in cash on hand. Intel lost $19b in 2024. One more year of this loss and Intel is bankrupt. This is what Tan inherited. A company on verge of bankruptcy. Couldn't acquire any external fab customers. Losing in cutting edge fabs...

M4 Pro Mac Mini is perfect for your workflow. Fastest CPU available. Fastest chip for Adobe apps. GPU acceleration as well for Adobe apps.

Looks like the Macs are being used as VMs for developers or as build machines. A lot of companies rent Mac Mini VMs from AWS for their developers. Apple should really have their own Mac rental cloud in my opinion. Imagine being able to rent the power of an M3 Ultra or M5 Extreme directly from...

I'm sure the Korean work culture + Samsung's even worse work culture + recent push to make executives work 6+ days/week contributed to it. Working in Samsung seems like hell.

Oh ok. I was confused because the person I quoted said N3 for 3 years so I assumed we were talking about the iPhone 17 since we've already had N3 for 2 years. I think iPhone 18 will use N2.

What? I thought everyone knew that A19 will be on N3 family. Apple stayed on N5 family for 3 years as well. TSMC's cadence seems to be 3 years now. N2 starts volume production in the second half of 2025. In order to make the schedule for the next iPhone, it needs to start production basically...

I didn't say anything about total mac vs Windows business market share. All I said was that software development on Windows sucks.

Does the battery test normalize for performance?

What? Do you have any idea how LLM inferencing works? If not, this is a pointless discussion. Exactly. M3 Ultra is a bargain for what it actually provides. It's a unique computer. If you have a need to run DeepSeek R1 locally, there is no better value.

Anyone who says that doesn't know what they're talking about. No one uses a Windows computer for software development at any Silicon Valley companies. If you find one, that engineer is actually just using it for Linux. The only people in Silicon Valley who use Windows are finance people because...

Hard disagree. No one in Silicon Valley, where I work, uses a Windows computer for software development. If you agree that the best software comes out of Silicon valley, then you'd agree with me. If not, there's no point in arguing. WSL2 is much better than native Windows terminal but it's not...

Silicon Valley. No software engineer here uses a Windows computer. It's 95% Macs and 5% Linux.

= I didn't say the market was huge. Calm down. That said, the market is likely bigger than you think - especially if they also use the chip for internal AI needs.