- There is only one factory in the world that can fabricate Apple’s newest processors
- It all comes down to making switches
- Semiconductors work by limiting electron flow when no field is applied
- “Chips” are chipped off a large wafer
- Early chips focused on meeting military needs but took off as prices dropped
- Sony had a vision for the use of chips
- Japan had a vision for what was possible with the new chips
- The French scoffed at the Japanese as “transistor salesmen”
- “The best weapons are cheap and familiar.”
- Intel started with a generalized DRAM which helped them for the world with cheap, effective chips
- The military started Silicone Valley but consumers sustained it
- The Japanese became known for superior implementation
- Japanese conglomerates were able to leverage their breadth into cheap loans
- US firms lobbied hard to get congress to subsidize their research
- Simplot (of potato fame) jumped into the memory market as it become a commodity
- Pivoting chip design from a manual, fabrication-centric process to a systematic one, was important to designing with speed
- The USSR struggled to design and manufacture chips
- Even when they could, they did not have the US’s global network for mass production
- Taiwan crafted an industry of printing anyone’s chips, without fear of competition
- China “woke up” and started changing from “1st machine imported, 2nd machine imported, 3rd machine imported” to “1st machine imported, 2nd machine China built, 3rd machine exported”
- ASML started growing by investing in new lithography technologies
- Intel fostered extreme ultraviolet lithography (EUV) but did not want to get into fabrication itself
- Intel saw mobile devices coming but refused to explore it because the PC business was too good
- (Being worried about margin seems ridiculous. Instead, growing new businesses is best when the margins are good.)
- Graphics helped fabless solutions succeed
- Nvidia developed free software that allowed generalized compute on their chips
- Qualcomm and Nvidia really benefited from fabless solutions too
- ASML flexed its Supply Chain Management skills as much as R&D skills
- EUV is so precise that new techniques were needed, you so not just imprint the pattern
- Intel did not adopt EUV as quickly as others, leaving them mostly out of the market by the time they picked it up
- Beam forming directs radio signals only towards your phone helping improve signals in a crowded space
- Military efforts are leaning ever more into tech
- The US tried to just “run faster” but that was not adequate for the China strategy
- Building a single-country chip supply chain is impractical given the level of technical skill it requires
- The post-COVID chip shortage was not about capacity (we produced more chips than ever) but that previous chip orders were cancelled, losing their “spot” in the production line
Author: Daniel
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“Chip War” by Chris Miller
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“Magic Pill” by Johann Hari
- GLP-1 helps us feel full
- “Snack” and “quick” food started to appear in the mid-70’s
- “Fresh food rots quickly”
- Sugar and fat slows bacteria
- Salt preserves it longer
- “Processed” food is made to look like “real” food with coloring and agents
- Chewing breaks our eating enough for brain signals to catch up
- Artificial sweetener deprives your body of the energy the taste told it to expect
- High fat and sugar only naturally occurs in breast milk
- We have highly developed senses of taste which are totally confused in the modern world
- Diabetes complications are medically much worse than HIV complications
- GLP-1 stimulants are a medical solution to a societal problem
- The biological weight set-point is acquired over time
- “You can’t run off a bad diet.”
- They tend to dampen all chemical addiction
- We eat “junk food” as an antidepressant
- Eating can be because we do not know how to self-soothe
- “Overweight is overseen”
- Taking away overeating will expose any underlying mental issues
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“Empireworld” by Sathnam Sanghera
- Britain introduced alcohol to much of the world
- Empire changed the world’s agriculture
- Many of Empire’s laws that exploit have morphed into protective laws
- NGOs are often created to continue the legacy of Empire
- Relying on an NGO undermines national rights
- Homophobic (and sodomy) laws were spread to discourage Imperial workers from infidelities
- Gay marriages were common in Africa mining communities
- Indian homosexuality was common pre-colonial
- The Victorian era was obsessed with controlling sex
- “Britain is basically governed by investigation”
- Skin color was ancient novelty but not grounds for discrimination
- Former Spanish colonies tend to have more stable democracies than former British ones
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“The State of Affairs” by Esther Perel
- We have an average of 2-3 significant relationships in our life
- We feel betrayed by violations of ambiguous agreements
- New definition of a relationship
- Secrecy
- Sexual alchemy
- Emotional involvement
- Fire needs air to burn
- Often, the secrecy is what intrigues us
- “Confusing ideal and the real never goes unpunished.”
- We get divorced because we think we could be happier
- All parties are shocked by the revelation of the affair
- We need to transfer vigilance from the betrayed to the betrayer
- Volunteer information to remind the betrayed that you still remember the wrong
- Be careful to recognize the pain rather than trying to solve problems
- We (in the West) take pride in our “lack of jealous”
- We want to know that our partners came back to US, because they want us not because they had nowhere else to go
- Jealousy is a late developing emotion
- “We feel most vulnerable where we are most insecure”
- Contributing to the environment that made the affair happen is different from being responsible for it
- Without a chance to retaliate, we tend to move on faster
- Truth
- Is it honest
- Is it helpful
- Is it kind
- Sometimes silence is kindness
- “Do you really want to know or do you want your partner to know that you have the question?”
- Ask investigative questions not detective questions
- Cheaters do not forfeited all rights to privacy
- Sometimes we are looking for another version of ourselves, not a new partner
- We balance wanting security and adventure; these comes from different places
- Infidelity is most disdained but is still legal
- Breaking the rules is sometimes the point
- “Eros is a light sleeper”
- Time never exists on its own, it is what you do in that time
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“Piping Hot Bees & Boisterous Buzz-Runners” by Thomas D Seeley
- All bees are basically wild
- Bees are sensitive to carbon dioxide
- Hives need enough space to store honey through the winter
- Scouts “debate” over which nest site to choose
- Anomalies help show the power of the rules
- Workers monitor their queen’s location while flying
- Bees fly on full stomachs
- The ladies warm up to 95f before taking off
- Bees do not “shop around” on waggle dances
- Workers adjust their choosiness based on the availability of nectar
- They know this by how long it takes to find someone to take their nectar
- Worker bees are blind to the color red
- Queen are shaken by nurses to encourage them to “prepare for greater activity”