When there are enough incentives to be reasonable, reasonableness tends to prevail, even between the increasingly adversarial governments of two…
In TSMC's case, 4 to 5x!
Be Flexible Within Circle of Competence

December 2022

"Samsung Electronics is a strong competitor of TSMC...because the advantages of South Korea in wafer manufacturing and Taiwan are similar."
"TSMC's business model is that semiconductor companies are our customers, our friends."
This is the end of the beginning.
AI’s awkward relationship with domain expertise is evolving

November 2022

A common thread of unity in ways that no one could foresee and no AI model could predict.
Most are coming from India.
"All-in" attitude is mental laziness
When Hungry, Eat; When Tired, Sleep
Open source algorithm is good for humanity and good for business.