I keep hearing about these Palantir magic abilities but I have not seen any positive example where Palantir made an actually actionable predictions that are not common sense
Apple products are all “Designed in Cupertino, California,” and manufactured in China, but it isn’t Chinese. I think what makes Volvo a Chinese company is that they are literally owned by the Chinese, though I think it’s smart for them to continue to design in Sweden to retain their historical positioning and sensibilities.
The majority of the employees, in particular top management, is Swedish.
2/9 on the board are Chinese (same as Swedes). The rest are westerners.
Volvo produces more cars in Sweden than Apple produces iPhones etc in the US.
But you are correct that ownership of the company is majority Chinese (Li Shufu/Geely specifically) and they can control a lot.
Apple's ownership is more muddy, since the largest owners are big institutional (US) owners - mostly representing owners from who knows where through big funds (including index funds). I think it's fair to say that Apple is owned very globally. In that sense it's not US controlled, but globally controlled.
I think Volvo is still very Swedish, including its products, but also heavily Chinese influenced (and trending up) due to market challenges.
There's probably still some value in associating a large multi national company to a specific country and attributing it certain things due to that, but with these big companies it's becoming less so and definitely more complex. But saying that Volvo is fully Chinese and not Swedish anymore? That seems like fooling oneself.
I've been in this game so long, seen so many shortages that I'm not even worried. Right now prices are high, manufacturers are switching production, and in 6 months there's going to be a glut of supply.
Long game is fine for optional upgrades. “I really wish my game system had 20% better graphics”. Less good when your system crashes and you need something new to work on Monday.
You've answered the question! They're redirecting those chips to industrial use which makes desktop products more expensive and less available. Samsung is also extending DDR4 production, for example.
I thought you were listing a switch in production that would relieve the shortages after we wait a few months. Switching away from desktop memory makes the shortages worse. So why do you expect there to be a glut in 6 months?
If you meant glut of memory suitable for datacenter GPUs, I don't expect that nearly so soon. That market can absorb extra chips pretty easily unless we see a really harsh pop really soon.
The same chips go into desktops as servers, so this is just redirecting the chips to another assembly line. I think there's a good chance the memory market will see a huge boost in supply to server spaces, and some memory will switch back to desktop use.
Back in the day when 1mb memory sticks ruled the earth there was apparently a memory shortage because some fab burned down or something. Any day now, they’ll fix their shit and ram will be dirt cheap. At least according to my high school buddy.
We have always had a ram shortage. We’ve also always been at war with eastasia.
Licensing, and QNX missed a consumer launch window by around 17 years.
Some businesses stick with markets they know, as non-retail customer revenue is less volatile. If you enter the consumer markets, there are always 30k irrational competitors (likely with 1000X the capital) that will go bankrupt trying to undercut the market.
It is a decision all CEO must make eventually. Best of luck =3
"The Rules for Rulers: How All Leaders Stay in Power"
This also underscores my explanation for the “worse is better” phenomenon: worse is free.
Stuff that is better designed and implemented usually costs money and comes with more restrictive licenses. It’s written by serious professionals later in their careers working full time on the project, and these are people who need to earn a living. Their employers also have to win them in a competitive market for talent. So the result is not and cannot be free (as in beer).
But free stuff spreads faster. It’s low friction. People adopt it because of license concerns, cost, avoiding lock in, etc., and so it wins long term.
Yes I’m kinda dissing the whole free Unix thing here. Unix is actually a minimal lowest common denominator OS with a lot of serious warts that we barely even see anymore because it’s so ubiquitous. We’ve stopped even imagining anything else. There were whole directions in systems research that were abandoned, though aspects live on usually in languages and runtimes like Java, Go, WASM, and the CLR.
Also note that the inverse is not true. I’m not saying that paid is always better. What I’m saying is they worse is free, better was usually paid, but some crap was also paid. But very little better stuff was free.
There is also the option by well written professional wherer the startergy is to grab as much market share as they can by allowing the proliferation of their product to lockup market/mindshare and rleaget the $ enforcement for later - successfully used by MSWindows for the longest time and Photoshop .
Conversly i remenber Maya or Autodesk used to have a bounty program for whoever would turn in people using unlicensed/cracked versions of their product.Meanwhile Blender (from a commercial past) kept their free nature and have connsistently grown in popularity and quality without any such overtures.
Of course nowadays with Saas everything get segmented into wierd verticals and revenue upsells are across the board with the first hit usually also being free.
As a business, dealing with Microsoft and Oracle is not a clean transactional sale.
They turned into legal-service-firms along the way, and stopped real software development/risk at some point in 2004.
These firms have been selling the same product for decades. Yet once they get their hooks into a business, few survive the incurred variable costs of the 3000lb mosquito. =3
Typically there's always been an implicit "unless the security risk is wild".
Even though it's in-fashion to hate them, Microsoft has been pretty amazing at keeping compatibility. This one is pretty painful, but I really don't think they're doing it just to fuck with people or force you onto Windows 11 (as some people seem to think).
Windows 10 2004 itself has been out of support for 4 years. At some point, they have to drop code that's maintaining compatibility with obsoleted older version of Windows.
Practically, because bicyclists aren't licensed. It is true that in some jurisdictions cyclists have to register or license their bicycles, so potentially failure to do so could get you fined or even have your bike impounded.
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