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Interesting how gold hit a record high today of $4700+/oz.

But Bitcoin is backed by nothing. At least the USD is backed by the sole superpower in the world (at the moment).

What does "backed" mean to you here?

> no more China-only ownership of companies

They already allow this somewhat. Tesla's Gigafactory in Shanghai is fully owned by Tesla, and is the first wholly foreign-owned car manufacturing plant in China, operating without a required local joint venture partner.


I don't think one small example matters here. The other thing is, actual foreign-ownership of companies. It matters a lot.

It doesn't goto nearly zero. TSMC has a large fab in Arizona and they are continuing to expand it. They also have a fab in Washington, and in Japan. [1]

[1]https://www.tsmc.com/english/aboutTSMC/TSMC_Fabs


The fab in Washington is very old (notice it's still equipped for 8 inch wafers) and so pretty irrelevant to Nvidia's business.

I'm not quite sure what process they run there but I believe it was an acquisition 10+ years ago, not built from the ground up by them.

Edit: their Japan fab is also a mature node so not very relevant here. And their Arizona fab is a very very small portion of their volume and with far worse margin.


WA fab is verrry old and makes commodity products, think like small microcontrollers etc. 160-350nm processes.

Can't wait until Chinese EVs come to America

They'll be in Canada soon, and some will make it across the border.

Buying an ICE vehicle in 2026 is like...buying a video cassette player when DVD players were already coming out?

Well, they make perfect sense to buy down here in here Australia. When I replace my current seven year old ICE car, it'll either be a diesel or a petrol electric hybrid. In either case it'll be a Japanese one.

No, there are many good, valid reasons to own an ICE vehicle.

Buying a BEV in 2026 is like buying a Beta VCR when VHS is just coming out?

ICE cars are on the way to becoming obsolete.

Japan doesn't produce many strong competing EVs at the moment.

Why are you sticking with Japanese cars? why not American? But yes definitely Chinese EVs in the future when they come to America/Europe.


americans are junk in comparison

The company that makes my pickup truck is headquartered in the Netherlands.

Teslas are junk? have you ever driven one recently?

A bit sad that you're in the industry and you don't understand why pure EVs are better than hybrids.

Full EVs: Less moving parts = less maintenance required = less issues to worry about (think no oil changes, no timing belt changes, no spark plug replacements, no belt/filter changes, no exhaust system checks, etc).

Also zero emissions = better air quality around you.

Bonus: it's like waking up with a full take of gas every morning

I've owned my full EV for almost 10 years now and had 0 maintenance done whatsoever (apart from tire rotation and window wiper fluid replacement). I would never go back to an ICE vehicle.


> Full EVs: Less moving parts = less maintenance required = less issues to worry about (think no oil changes, no timing belt changes, no spark plug replacements, no belt/filter changes, no exhaust system checks, etc).

The above is a tiny part of the costs of an ICE. Sure you have to do it, but either it isn't common, or it is cheap. ICEs have gotten very reliable over the decades.

Meanwhile most of the parts of a car a common between an ICE and EV. You have tires either way, which need to be rotated (do you?) Shocks/struts, rust, tie rods, AC compressors, just to pick a few random ones.


I also can't help but think but the decade over decade improvement in EV goodies is going to be steep: more sensors, more ability if not to fully self-drive then to take over this aspect of driving (like backing up), etc.

AI can't even find a cure for the common cold.

Yes, depends on what you're building. Is it just a prototype? no tests needed. Are you trying to move fast and break things? no tests needed. Are tests just not feasible for this piece of code (e.g., all UI, not unit testable), then no tests needed.

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