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Joined 1 year ago
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Cake day: July 31st, 2023

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  • It won’t, the market share is generally complementary, not competitive, the sectors tend to be different (more or less until recently).

    Mostly, if people are really scared into might fold (unlikely, but we don’t know everything) then the ftc will roll out the red carpet for a player like Intel.

    Doubt it will happen, qcomm is too smart, but it’s not unthinkable, and it would give qcomm domination over US cpus, save hyperscalers.

    It only happens if people are truly terrified.









  • Hello.

    As someone who’s in the space and has been around Qcomm and their deals before.

    It won’t happen.

    They will flirt like you can’t imagine, they will propose, make offers, etc.

    But closing the deal? No.

    They are very smart, and Intel is too big for them to dismantle and exploit with value.

    Their interest is not in Intel belonging to them, but in a large, Intel shaped hole in the market that they can attack, and their discussions are more likely about Intel’s roadmaps so they can understand how they could best exploit Intel’s fall.

    They are unlikely to even hire some of Intel’s spoils, maybe a few strategic VPs, but… they’re just smart and ruthless and Intel is the dregs and bloated nowl.

    The only way they’d do it is if the government sweetened it such that Intel was basically free, and they could fire as many as they want in a reasonable period, basically letting them own Intel without any cost at all. That is possible depending on how desperate the government is to prevent their fall, but I don’t think anyone can make the right promises in time.



  • I can buy all of it, near perfect heating, but 2% for their forced air circulation combined with turbine and generation losses? Seems too good to be true.

    Chatgpt (because we’re all lazy) :

    Total Thermal to Electrical Efficiency

    The overall thermal-to-electrical efficiency of a power plant, often referred to as plant efficiency, is the product of the steam turbine efficiency and the generator efficiency. Typical overall efficiencies for fossil-fuel-based steam turbine power plants (e.g., coal, natural gas) range from 33% to 40%.

    In more advanced configurations like combined cycle power plants, which recover waste heat from the steam turbine exhaust to generate additional electricity, efficiencies can reach 50% to 60%.

    Calculation Example:

    If the steam turbine has an efficiency of 40%, and the generator has an efficiency of 98%, the total thermal-to-electrical efficiency would be:

    \text{Total Efficiency} = 0.40 \times 0.98 = 0.392 \text{ or } 39.2%

    So, for every 100 units of thermal energy input, 39.2 units are converted into electrical energy.

    And that’s if you’re just heating the water before it hits the turbine, including the air circulation and basic entropy (there’s a limit to how much you can pull out via heat differential), it seems like it should go down from there.