2024-09-26 14:37:08

The deplorable, desktop x64 processors will be destroyed, and only Arm will remain.

Even if Intel's management agrees, it will take several years for international regulators to approve the deal, and eventually Qualcomm itself will sink to the bottom.

Intel is in a financial hole - in the first quarter of 2023, it posted a record net loss of almost $3 billion, and in the second quarter of 2024, it tried to repeat this achievement, bringing its net debt to $1.61 billion.

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2026-06-21 10:45:15

There will be growth in year 6, but by 2027 it will disappoint investors.

At the peak of IPOs and the euphoria of artificial intelligence, the market often ignores the bad news. Investors are buying stories about the future: robotaxi, AGI, Mars, revolution in transportation. Revenues and margins fade into the background. In 2027, everything will change. The company simply has nowhere to make a profit. This is not a Tesla that could share technology for money and achieve payback thanks to the introduced zero-emission laws. Nobody needs space. Starlink will not be able to cover the losses. Grok is lagging behind in the development of artificial intelligence and will not catch up with competitors in the near future. In 2025, Tesla's global shipments decreased by about 9% year-on-year, and the company lost leadership in electric vehicle sales to China's BYD, and according to Tesla reports, it continued to gradually lose market share in Q1 2026 as the overall electric vehicle market grows faster and competitors become more aggressive. Tesla's autopilot is inferior to Waymo in terms of real driverless autonomy. The Optimus robot still does not know how to work stably in the “real world without control.”

For a SpaceX shareholder, the question is as follows: Will Grok be better than ChatGPT and Claude? This may turn out to be almost as important as the question Will Starship be able to fly to Mars?. And 2027 will be the year of verification: is Grok making money? Is Starlink growing as fast as promised? Does Starship have any commercial success? Is the estimate of trillions of dollars justified?

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2024-11-29 08:40:09

Trump will impose his demands and end up quarreling with everyone. He has not yet taken office, but has already promised to raise duties on non-American goods. He is expected to resolve the conflict in Ukraine, reduce spending, and escalate the trade war with China. European interests will be completely ignored.

If the U.S. imposes tariffs of 60 percent on all imports from China and raises tariffs on imports from other countries, lowers personal and corporate taxes, and deports millions of illegal immigrants, we can expect lower U.S. output, increased inflationary pressures, and increased market volatility. The U.S. economy has a strong impact on the global economy because of its size: the U.S. accounts for more than a quarter of global GDP. As a result, in the next three years, the growth rate of the world economy will decline by 2-3% per year. With global GDP growing at about 3% per year, it can be assumed that the world will stagnate at best and recession at worst.

Most likely, after his rule, few people will talk to America. Non-U.S. companies will have to look for other markets because they will be pressured by tariffs. South Korea is already subsidizing its chip companies due to the start of Trump's rule.

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2023-07-13 06:12:10

Egg

The first amniotic eggs appeared about 340 million years ago, while the first chicken appeared only about 58 thousand years ago.

The first chicken appeared as a result of a genetic mutation that occurred in a zygote created by two near-chickens. So the two proto-hens mated, fusing their DNA to form the first cell of the first true chicken.

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