Probably shouldn’t focus on the short term stock movements.

If the Fed turns on the money printer, the stock prices will go up.

I would point to prices of housing and groceries, because that will not go down if the Fed turns on the money printer.

Chinese ambition of Taiwan has very little to do with semiconductor industry and mostly to do with their nationalism/legitimacy of CCP.

Model Y Juniper just started shipping this month. Its a glaring sign that says they bought it after everything Musk did.

Good job compiling this. I’m looking for a new sneaker so I’ll be using this list.

Feasible, yes. Practical, hard to say. Good idea, yes.

RISC-V is open-source architecture based in Switzerland (although it started in University of California).

One thing going for it is China is spending billions a year towards RISC-V adoption so they do not get sanctioned by the US. You need money and engineers working on it towards these type of open source to compete with existing players.

More competition will ensure the oligarchs to behave.

I don’t trust the EU tech owners, but I recognize that they are at an disadvantage to the US counterpart (and nationalism is a useful tool to sell their product) so they won’t be making overt moves to dismantle European democracy.

Are you referring to amortizing the costs of development

Yes, I was thinking more amortizing the costs of development which will definitely get cheaper the more launch happening, but I guess it’s also possible for optimization of production, although I’m not expecting much from that.

I worked in a Nabisco factory a decade ago in the US making Oreo.

They’ve consistently looked for cost cutting measures to reduce the amount of cocoa powder (expensive input) put into the product. What happened when I was there was they would look for a new vendor that would offer stronger cocoa flavor profile per kg and then use that as a justification to cut the amount of cocoa powder in the product. To mask it they would amp up the sweetness.

In a blind test, a normal people can’t tell the difference year to year, but if you compare it to what it was ten years ago, there would be a noticeable difference.

Will check it out!

Arianespace hasn’t publicly disclosed the cost for an Ariane 6 launch, although it’s likely somewhere in the range of 80 million to 100 million euros, about 40 percent lower than the cost of an Ariane 5. This is about 50 percent more than SpaceX’s list price for a dedicated Falcon 9 launch.

With more launch, the price per rocket should decrease, but making it cost competitive will be an important mission if EU wants to launch hundreds of satellites in the future.

Maybe petition local government to transition their IT into EU based service?

I know it will probably fall on deaf ears, but I’m thinking about contacting my local politicians about transitioning government IT into Linux OS and EU Cloud service. I don’t expect them to take me seriously, but at least I can take four hours of my life every half year.

The network effect makes it very difficult. It’s like pulling teeth right now to convince my spouse to give up on Instagram.