There is no Plan B, they are just going to break the law until they can’t and there’s zero clue what happens after that.
They sat back and let OpenAI kick their ass precisely because ghouls like Prabakar call the shots and LLM are not a good display ads fit.
The best parallel for Google is Kodak.
Dead Comment
There’s only one thing the agree on in DC: defense spending is the most important line item, and everything else is secondary.
Also, turns out when you have the ability to take virtually anything by force the concept of “deficits” is a bit fungible.
That’s why CHIPS was passed, the brass told Congress to get them some fancy new fabs, and like all requests the Pentagon makes, they got it.
Long term it doesn’t matter if these fabs are hugely profitable relative to other locales, we’ll find a way to keep them producing.
That Taiwainese workers will work 16 hour days and weekends.
That's true and probably won't happen in America with American workers.
But, before we just take that one factoid and call it settled, I'd love to understand what the ROI would be on a plant that just hired twice as many workers. My impression is that the margins on these chips are 100-1000x.