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@hassankhannoor khan’s big brother. doing my best, I swear. bureaucrat, former reluctant tech bro. he/him. please do not @ me.
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Top 10 Attributes of Successful People: 10. there 9. are 8. many 7. paths 6. to success 5. and 4. everyone has 3. a different 2. journey 1. Rich Parents
True in semis too. U.S. semiconductor firms facing investor pushback for their capex plans (see TI). Investors want margins and cash flow, governments want capacity. This is a challenge for industrial policy.
Irony aside, how many other things do we not have in further abundance because the stock market vigilantes can’t abide by high investment intensity and price wars.
democrats lost on inflation because they didn’t take it seriously but the president-elect’s only real policy proposals will clearly be inflationary… 🤔
I have to get something off my chest: I caused inflation. I bought a house in 2021 and then I went to work for a major Biden program giving out billions of dollars. I’m sorry everyone.
the world has created an endless number of todo apps and yet the unassailable truth is that pen and paper is unsurpassed
ok imagine you’ve been working roughly nonstop for 7 years and you’re burnt out and you have decided to take a month long solo trip in late winter early spring where would you go
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