omo

I don’t know what Dr. Lisa Su told you, but if it’s as written here, the Intel statement is literally rewording the AMD statement and there is no contradiction.

Intel rival AMD seemed to have more optimistic expectations, with AMD CEO Dr. Lisa Su commenting at the 2021 Code Conference that while supply would be "likely tight" for the near future, "it’ll get better in 2022" as production capacity continues to ramp. "It gets better next year, not immediately, but it’ll gradually get better as more plants come up." Nvidia, on the other hand, shared a similar expectation of supply issues throughout 2022 for its GPUs.

Considering Tesla’s Fremont plant is doing just fine in commie California, there’s not much Musk was right about in terms of covid and the workplace.

I am pretty sure I read something almost just like this 4 years ago that turned out to be lols.

Given that if electrification of majority of new passenger cars and trucks is the total size of the pie, I think you need to really try to explain "for another year maximum." Considering 2 new Tesla factories will come online sometime in 2022 and get full steam in 2023, that already blows out your "growth story will last for another year maximum" line if they can achieve the same sales figure with a very supply-constrained automobiles segment.

Maybe try like, 3-4 years?

customer retention and service differentiation
and probably some help from WB as well.

It’s pretty weird to keep harping on the fear of self-driving tech in a counterexample news story to show that often these fears are unfounded.

while an OS is no different than any other piece of software I’m ready to give MS all the leeway with something this complicated as Win11. It’s hard to think of something else that has to work with so many different vendors.

The lack of pickup on PCIe4 is also an intel blunder, they were late to this.

this will give some time for me to scratch my super robot wars 30 itch, so not the worst.