J Michael Waller’s Post

Here is a very interesting and informative article I found on Barron's.com

if you know, you know jensen NVIDIA morris TSMC 1987 founded at the age of 55 pure play foundry. taiwan gov and Philips Lighting funded it to begin with 6 billys in 1997 valuation 2nd to only Intel Corporation most valuable company in taiwan created fabless, 50 billy in revenue 250 billys in shareholder valued over 20 years. morris is a bridge player like billy gates and warren buffet. so the games begin. how did you do it? 220 millys in '85 '86 48% taiwan gov 27% phillps 5% 12 taiwanese investors 1st phase was survival 2nd rapid growth values in the beginning. 1/ integrity 2/ commitment: company-customers 3/ innovation, constantly vision changed. values don't change. rapid emergence of fabless companies. NVIDIA began to rise in the early 90s. they would not have started if we weren't around. managed and pleased most, our most important ones. we will jump through hoops for you. based on the complaints is the metric that is to be minimized. they don't even keep track of the p/l. source: https://lnkd.in/ewbPrvsP < . >

ASIANOMETRY 🤓 Geek out on this mellow YouTube channel, this episode on the history of the fantastic US success story of Idaho-based Micron Technology

This is our second week on the road and we're broadcasting from uber-sunny Joshua Tree, California. Today we start out with the observation that a dominant faction of the techno-futurist community seems to believe that if our civilization maximizes intelligence, everything will be just fine in the end. We intuitively balk at this promise - and in general, we are skeptical at the lack of vision about what that future might look like. To understand this belief we have to understand what is meant by "intelligence." Then we have to consider the alternatives. We look at the evolution of this dream/nightmare from the earliest days of computer science through the lenses of sci-fi authors like Bradbury & PKDick up through a recent JRE interview with Ray Kurzweil. https://lnkd.in/gDTwUxvn

This is our second week on the road and we're broadcasting from uber-sunny Joshua Tree, California. Today we start out with the observation that a dominant faction of the techno-futurist community seems to believe that if our civilization maximizes intelligence, everything will be just fine in the end. We intuitively balk at this promise - and in general, we are skeptical at the lack of vision about what that future might look like. To understand this belief we have to understand what is meant by "intelligence." Then we have to consider the alternatives. We look at the evolution of this dream/nightmare from the earliest days of computer science through the lenses of sci-fi authors like Bradbury & PKDick up through a recent JRE interview with Ray Kurzweil. https://lnkd.in/g5s9Z7mS

Just finished "Chip Wars". It is an essential reading for tech enthusiasts and policymakers - a masterful blend of history, geopolitics, and technology. The narrative is engaging and accessible, providing a thorough understanding of the semiconductor industry's impact on modern technology and global power dynamics. This book is a must-read for government leaders, offering crucial insights into the strategic importance of technology for national security and economic prosperity. 5 out of 5. https://lnkd.in/dm3ajbiU

As an electrochemist Nyquist's name comes up, a lot, but only in relation to the Nyquist plot, so it's interesting to put a face to a name and learn about some of his other contributions. #electrochemistry #themoreyouknow #impedance

Did you know that the first computer mouse was invented in 1964 by Douglas Engelbart? Swipe left to discover more fascinating facts about this revolutionary device and let us know in the comments if you remember using this iconic piece of technology! 🖱️✨ #technology #history #computermouse

This was a perfect listen during my morning coffee – Mark & Forrest discuss how AMD disrupted the server CPU market with #EPYC, and how AI is shaping the future of technology. Can’t wait for the next episode of Advanced Insights!

Some of the interesting stuff I get to examine every day! https://lnkd.in/eycnBZdc It's enlightening to see just how complicated the things we use every day are, and it's very easy to take for granted.