Trump threatens to impose a 50% tariff on Copper
CommoditiesTrader 7/12/2025 4:44:53 AM
Trump's threat to impose a 50% tariff on copper imports has driven the price of copper way up in the U.S. low everywhere else. Analysts say the U.S. could be paying $15,000/metric ton while the rest of the world pays $10,000/metric ton. Sources: https://www.cnbc.com/2025/07/09/us-copper-price-premium-economic-consequences.html Will the copper using refrigerator companies eat the tarriffs.
Cowboy Bebop
Anonymous 6/1/2025 7:36:32 AM
Was there an episode of Cowboy Bebop where they would use low-tech? I thought there was.
UK, France and Canada threaten action on Israel over Gaza
Mark 5/21/2025 8:28:50 AM
As some posters on hackernews have pointed out, the Europeans and some Muslim State's leaders should also be issued arrest warrants by the ICC. This is fair. Sources: https://www.bbc.com/news/articles/cn9j1052p2yo
International Bodies
Mark 5/21/2025 10:15:14 AM
This begs the question are there any international bodies documenting the casualty numbers in Gaza? Where do the casualty numbers come from? The Gazan's themselves? An independent body needs to be present in Gaza.
Trump wants Walmart to 'Eat the tarrifs'
Mark A 5/18/2025 6:42:08 AM
This story might sound unimportant but it is relevant. As you know Walmart is owned by Republicans. I dont know if the Walmart owners support Trump but either way they are pushovers. If they are not Trump supporters they should tell him to Fuckoff about the tarrifs. But that's unlikely. Most Republican in business want it both ways. They want to support Trump but want their clients to pay the tarrifs. Sources: https://www.reuters.com/world/us/trump-tells-walmart-eat-tariffs-instead-raising-prices-2025-05-17/?utm_source=newsshowcase&utm_medium=gnews&utm_campaign=CDAqDQgAKgYICjC3oAwwsCYwoIfDAw&utm_content=rundown&gaa_at=la&gaa_n=AerBZYMfqhwykjq9L-51k1e3SGyHnt5wK1PjiAbGDhSrt6qmZ_pucAEeeTbByOgksxq6KeGMRbuZTjtVAmUkSsTjlkO_qT-9Dg%3D%3D&gaa_ts=68290f66&gaa_sig=R-2PzDILHmoTRd_mc2InFjgxjaAk_Bb4crF8LRC9r3oBqVvBRIG5RaJSZ7v_3gxa5rym_Qy-RiII1BWp1M-QZw%3D%3D
Huawei Acend 910C
Anonymous 5/15/2025 12:17:34 PM
Huawei Ascend 910C AI chip delivers 60% of NVIDIA H100 inference performance. But it lags behind in AI training. As AI models converge to Transformer architecture the need for Nvidia's software architecture may decline. Sources: https://www.tomshardware.com/tech-industry/artificial-intelligence/deepseek-research-suggests-huaweis-ascend-910c-delivers-60-percent-nvidia-h100-inference-performance
Opinion: I don't down how I feel about the UN
Anonymous 5/5/2025 6:18:21 AM
I don't down how I feel about the UN. On one hand it makes sense to have a political body that covers the world. But on the other. Do we all really have the same agenda. The world might be under hegemonic control of European-based/derived countries.
Cambridge Analytica, Facebook scandal
The King 5/4/2025 12:37:26 AM
The Cambridge Analytica, Facebook scandal was recently brought up at the FTC, Meta trial where Facebook brushed it aside by saying that they didn't lose a significant amount of users over it.
The scandal was over an app that collected information from Facebook users who willingly signed up for the data sharing told it was only for academic purposes. The truth is it wasn't and it harvested not only their profiles, but their friends graph and likes.
Its important to remember this event. Because it shows how Facebooks behavior borders on criminal. I understand that users signed up for iit, but not to be sold to some political campaign organization. Even if that wasn't directly Facebook's fault. They allowed app makers to get thieir Facebook graphs and likes withouth any safety measuers in place. This story is not over.
The scandal was over an app that collected information from Facebook users who willingly signed up for the data sharing told it was only for academic purposes. The truth is it wasn't and it harvested not only their profiles, but their friends graph and likes.
Its important to remember this event. Because it shows how Facebooks behavior borders on criminal. I understand that users signed up for iit, but not to be sold to some political campaign organization. Even if that wasn't directly Facebook's fault. They allowed app makers to get thieir Facebook graphs and likes withouth any safety measuers in place. This story is not over.
Meta trial
The King 4/30/2025 3:21:41 PM
Here is a recap of the Meta trial now on its 11th day. https://www.theverge.com/news/646809/ftc-v-meta-antitrust-monopoly-trial-instagram-whatsapp
Interesting what was said about Whatsapp
The King 4/30/2025 3:30:32 PM
Meta COO said, “Out of all the potential buyers, I thought Google and Apple would be the worst ones because they already ran the operating systems of the phones,”
It sounds like the reason they bought Whatsapp wasn't so much because of Whatsapp being a threat, but because Google and Apple could become much bigger threads if THEY bought Whatsapp.
It sounds like the reason they bought Whatsapp wasn't so much because of Whatsapp being a threat, but because Google and Apple could become much bigger threads if THEY bought Whatsapp.
Google is abandoning Samsung's HBM3E process
mamaro 4/28/2025 10:06:12 AM
Samsung is not only not getting new HBM clients, but it is losing existing ones. Google is abandoning Samsung's HBM3E process because it doesn't conform to NVDIA's qualification tests. Google is instead partnering with Micron for its HBM. And Samsung's older HBM processes: HBM2, HBM2E are being overshadowed by Chinese companies. Sources: https://wccftech.com/google-has-reportedly-ditched-samsung-hbm3e-process/
TSMC's total investment in the U.S. reaches $65B
mamaro 4/19/2025 10:59:47 AM
TMSC - Taiwan Semiconductor Corporation has committed or Is committing $65B in U.S. chip manufacturing plants. Their N4 process technology is already in production. Their N3 and 2nm process technologies are yet to be implemented. Sources: https://www.tsmc.com/static/abouttsmcaz/index.htm
DOJ suggests Google sell it's Chrome browser
Anonymous 4/7/2025 7:49:41 AM
A judge last year ruled that Google was a monopoly. The DOJ sought Google to sell its Chrome browser even though the case was about Google bundling its search engine with phone and pc manufacturers. Seems a bit illogical. Sources: https://www.nytimes.com/2025/03/07/technology/trump-google-search-antitrust.html
MediaTeks upcoming MT8196 ARM SOC shows great performance gains since September for Chromebooks
mamaro 12/22/2024 5:23:11 PM
Mediatek's upcoming MT8196 ARM-based SoC shows 24% and 30% increase in performance since September. It shows performance scores substantially ahead of one of the best Chromebooks on the market. Sources: https://chromeunboxed.com/new-benchmarks-show-the-true-power-of-mediateks-upcoming-mt8196-soc/
Building your own laptops
mamaro 9/22/2024 9:26:31 AM
Idea. Democratize the laptop. Why can't we get laptop parts and let us build our own. I mean if the price of laptops are so low then we should be able to get the parts and build one for a decent price right. I get it, parts are tied to the manufacture. And the manufacturer has economic of scale, they probably can make them cheap because they have all the machines to build the laptop.
The yield curve is inverted which signals a recession
mamaro 9/19/2024 3:20:56 AM
The yield curve has been inverted for 2 years. An inverted yield curve means when the 2-Year Tresurie rates are higher than 10-Year Treasuries. This is because investors idemand a higher yield because they see more risk in the near future. However the labor market seems strong, so it might not matter.
Sources: https://www.cnn.com/2024/09/13/economy/inverted-treasury-yield-recession-indicator/index.html
Sources: https://www.cnn.com/2024/09/13/economy/inverted-treasury-yield-recession-indicator/index.html
Japanese Yen hits 4-week high after intervention in Jul' 2024
Anonymous 9/18/2024 7:27:15 AM
The Japanese Yen reached a 4-week high after a suspected currency intervnetion. The currency intervention was a 2 day event. It is estimated to have cost between $21.18B and $22B. It is the 3rd currency intervention this year the others being in March and April.
Qualcomm exclusivity deal with Microsoft ends Mediatek steps in
mamaro 9/6/2024 2:57:22 AM
Qualcomm exclusivity deal with Microsoft ends at the end of 2024. Mediatek might be providing ARM chips to Microsoft after that. Mediatek CEO friends with Nvidia's CEO who might provide GPUs for Microsoft. This would be plus for Mediatek and a minus for Qualcomm because they duo could provide technology that would both work well with AI and gaming. Qualcomms Snapdragon doesn't work with games. Sources: https://www.tomshardware.com/tech-industry/mediatek-reportedly-preps-arm-processors-for-windows-laptop-will-arrive-as-qualcomms-exclusivity-deal-expires
Hardware Idea: A Smart Ring you can wear on your wrist
mamaro 7/11/2024 4:27:10 AM
The rings that Samsung has created are meant to be worn on your finger. But I am thinking of a ring, you wear on your wrist, but not a watch. One that can do all kinds of interesting things.
Samsung wearables
mamaro 7/11/2025 7:49:29 PM
Samsung is thinking about launching other wearables like glasses, earrings, rings and neclklaces. Sources: https://techcrunch.com/2025/07/11/samsung-is-exploring-new-wearable-form-factors-such-as-earrings-and-necklaces/
Link to my slide deck VC presentation for smart glasses
mamaro 7/11/2025 9:21:02 PM
https://docs.google.com/presentation/d/1zZNe3qlyLpEG4HSmJcTjuxz7lZx6ilQf/edit?usp=sharing&ouid=106474359379724909672&rtpof=true&sd=true
Meta buying stake in eyeswear maker Essilor Luxottica
mamaro 7/11/2025 9:27:40 PM
Meta bought a 3% stake or $3.5B in eyeware maker Essilor Luxottica. Sources: https://www.cnbc.com/2025/07/09/shares-of-ray-ban-maker-essilorluxottica-jump-on-reported-meta-stake.html Meta must have felt the hype over my new smart glasses startup pitch above.
Qualcomm Snapdragon not good for games
mamaro 7/1/2024 6:34:06 PM
Qualcomm's Snapdragon not good for games. Some games won't even work. Steam deck is even better. Steam deck scores higher on a benchmark that has thousands of more games than the benchmark Qualcomm uses. Sources: https://www.tomshardware.com/video-games/pc-gaming/qualcomm-snapdragon-x-elite-laptops-suffer-compatibility-issues-with-many-games
NVDIA GTC
Anonymous 3/18/2024 3:24:55 AM
NVIDIA's developer conference is from today 3/17/24 - 3/21/24 https://www.nvidia.com/gtc/ ''When Huang gave his first GTC keynote in 2009, there were fewer than 1,000 seated before him in the ballroom. Nvidia's shares have jumped more than 24,000% since then and this time around there’ll be a live audience of 10,000. At the last (virtual) GTC, 22 million people tuned in to hear Jensen’s address.''' Sources: https://www.bloomberg.com/news/newsletters/2024-03-18/nvidia-gtc-to-showcase-powerful-b100-ai-chip-to-developers?srnd=technology-vp
Open-source project ZLUDA lets CUDA apps run on AMD GPUs
mamaro 3/6/2024 8:46:12 AM
In the HackerNews thread , they think that is not smart for AMD to stop funding the ZLUDA software which would allow CUDA apps to run on AMD. The article is about how ZLUDA is now Open-Source, but it is not funded my AMD. They think that AMD is throwing away a 1T opportunity.
Sources: https://www.cgchannel.com/2024/02/open-source-project-zluda-lets-cuda-apps-run-on-amd-gpus/
and
https://news.ycombinator.com/item?id=39604745
Sources: https://www.cgchannel.com/2024/02/open-source-project-zluda-lets-cuda-apps-run-on-amd-gpus/
and
https://news.ycombinator.com/item?id=39604745
Nvidia bans translation layers for CUDA software to run on other chips
mamaro 3/6/2024 8:10:40 AM
Summary of hacker news thread. One thinks that its hype over one tweet from two weeks ago and that its nothing important. Others think it might be to stem competitors.
Sources:
https://news.ycombinator.com/item?id=39592689
and
https://www.tomshardware.com/pc-components/gpus/nvidia-bans-using-translation-layers-for-cuda-software-to-run-on-other-chips-new-restriction-apparently-targets-zluda-and-some-chinese-gpu-makers
Sources:
https://news.ycombinator.com/item?id=39592689
and
https://www.tomshardware.com/pc-components/gpus/nvidia-bans-using-translation-layers-for-cuda-software-to-run-on-other-chips-new-restriction-apparently-targets-zluda-and-some-chinese-gpu-makers
Nvidia RTX-4090
mamaro 2/20/2024 2:19:02 PM
RTX-4090 graphics cards have been selling out all over Asia. They were launched in 2022. They are seeing markups of 60% and they get sold at 3x the price on the mainland.
Sources: https://asia.nikkei.com/techAsia/Nvidia-in-demand-and-an-AI-chip-boon-for-Japan
Sources: https://asia.nikkei.com/techAsia/Nvidia-in-demand-and-an-AI-chip-boon-for-Japan
Nvidia overtakes Alphabet, one day after eclipsing Amazon
mamaro 2/20/2024 2:17:12 PM
Nvidia has passed Alphabet one day after pasing Amazon with a market cap of $1.83 trillion. It has become the world's 4th most valuable company.Sources: https://www.japantimes.co.jp/business/2024/02/15/companies/nvidia-overtakes-alphabet-amazon/