The plastic vat quality inspector is here.
The plastic vat quality inspector is here.


Between DJI Action 6 and Insta360 X5 on the high end, and the cheap knockoffs on the low end, GoPro is in a big pinch. Unless they pull a totally new rabbit out of the hat.


There’s always been a short distance between SEO and manufactured opinion.


Was doing enterprise IoT consulting a while back. Asked why they needed to collect all the data? Nobody could answer. Someone finally said, so we can analyze usage patterns. I asked, “OK, but why?” Finally, someone said: “So we know when and where to advertise our sales.”
Also did automotive consulting work. Connected vehicles. Asked the same questions. I’m not too worried about my car collecting a lot of data. It’s so they can plan their next sales event.
Not that it’s OK to violate privacy. Just saying, the reason may be way more banal than we think


I never understood why a well-known brand like RayBan would want to be associated with this.
A guy finds an old lamp in the desert. He rubs it and a genie pops out. The genie tells the guy he has two wishes.
The guy says, “I always thought it was three wishes.”
The genie says, “Check your pants.”
The guy looks down and says, “Woah, it’s huge!”
Genie says, “I’ve been doing this for a long time.”


I call BS. Yield on high-speed, high-capacity RAM at scale is pretty hard to manage. If it was, Chinese manufacturers would have ‘flooded the market’ sooner.
It’ll take them years to get to the point where they can match the yield of Samsung, Hynix, Micron, or even Kingston. And those guys are all focusing on the highest margin packages.
Sorry, we’re all screwed until demand drops.


Pretty cool, but no mention of range distance or power use.


This bus proposal is basically a ‘back to the drawing board’ plan. How can you get people to travel between SF and LA faster than driving, and maybe cheaper than flying, especially if jet-fuel prices stay high.
It’s going to follow the existing roadways. What the original high-speed rail project could have done, instead of jogging far inland: https://en.wikipedia.org/wiki/Route_of_California_High-Speed_Rail
Given diesel fuel costs, they’ll probably end up with EV, perhaps with overhead cabling. And to avoid expensive ‘self-driving’ buses, maybe they’ll put down ‘guide lines.’ To be able to go faster than cars, they’ll have their own lane, or use center divider areas. And to avoid pollution and wear and tear, instead of rubber tires, they’ll go with metal wheels. But to prevent damage to the roads, maybe they’ll have to swap the guide lines with hard metal, protective lines…
Meanwhile, elsewhere: https://en.wikipedia.org/wiki/High-speed_rail_in_China


https://www.techspot.com/news/112343-samsung-chip-workers-reject-340000-bonus-sk-hynix.html
For context, Samsung offered the workers a one-time $340K bonus. Workers refused, since their competitor SK-Hynix has annual employee profit-sharing. SK employees are getting $477K bonuses this year, and $900K next year. The 18 day strike will cost Samsung around $250K loss per employee. This likely won’t be the last strike.
The disputes are over profits from HBM memory used in AI servers. Expect memory prices to keep going up.


The right person to prevent it from getting out-of-hand.


In my old consulting days, a lot of work showed up when companies cut corners, laid people off they should not have, and generally made bad management decisions.
They would then show up, hat in hand, asking if things could be quickly patched and fixed.
99% of the time, the answer was that it needed to be rewritten. Often they would be forced to bring back some of the former employees since they had domain expertise, at multiple what they were paid before.
Guessing the same will happen here.


ESL teachers, when the paycheck doesn’t clear.


We are uniquely positioned to not only participate, but to lead in our category where the TAM is exploding at a step function rate.

Haha, yes I actually did get those back then. Didn’t work. Turned out the wiring between floors was really old and there was a lot of noise. Place was also a rental, so I couldn’t drill big holes into floors and walls to draw ethernet.
The thing that ultimately solved it was mesh. It’s worked pretty well since then and on to the new place where wiring is even worse. With mesh repeaters, we can even reach far corners of basement storage.
People wanting to also center it vertically is what broke the web.