Comments by "Martinit0" (@Martinit0) on "Asianometry" channel.

  1. Ceramics are not only known to be typically insulators, they are known to be exceptionally good insulators. In fact, when you look at high voltage lines, the long wiggly white columns are ceramic insulators - they provide mechanical stand-off while being electrically insulating. So the discovery that ceramics can be superconducting is kind of putting everything upside down.
    76
  2. Please post interesting fundamental question(s).
    13
  3. Turkey also has some Chaebols, Koç Group being a well-known one. They manufacture Ford cars in license and there is even the well-known Koç University. Sabanci Group is another Chaebol - they also have a university. Would be interesting to make an episode on Turkey and it's economy - given it's a predominantly Asian country it would be on-brand, too. They also have an interesting case of large military research and manufacturing base: Turkey is producing F16 fighters in license and more recently we saw their Bayraktar drones successfully operate in the Ukraine war.
    9
  4.  @fyang1429  Goshn had the right strategy though (EVs, China) but it was not executed well - as described (two disparate EV lines, bad tech decisions to not have cooled battery for the Leaf etc).
    8
  5. If I were TSMC I would be more worried about my suppliers having too low profit margins. Last thing I want is my supplier going bankrupt and shipping no photoresist. JSR sales: The new photoresist will be $2500 per liter, please accept my apologies for this unreasonable offer, Mr. Chang. Morris Chang: Respectfully, please consider $2800 per liter, if you may. JSR: I am not able to accept this most generous offer, I am afraid. Morris: I must insist. JSR: We are honored to serve your business and with hesitation I shall revise the offer as desired. Once again, I apologize for monopolizing your valuable time.
    8
  6. Did you ever fear "OMG what if I can't put it back together again?"
    7
  7. Recent TSMC SEC filing says "Our largest customer in 2018, 2019 and 2020 accounted for 22%, 23% and 25% of our net revenue in the respective year. "
    7
  8.  @jimmurphy6095  At first I thought "obviously at Bell Labs" but then I read first paragraph "Origins of the transistor concept" on Wikipedia https://en.wikipedia.org/wiki/History_of_the_transistor Apparently the (field effect transistor) idea was even patented in 1925, but no working device was built until the Nobel prize winners at Bell labs took care of it. I think building the thing is an very important step so the Nobel prize is well deserved.
    6
  9. The history of Zeiss itself is an interesting story. Asianometry has a couple videos on that.
    6
  10. They accidentally created an exclusive distributor LOL
    5
  11. Europe has tons of mid-size and smaller software companies - most cash-flow positive and privately owned - that serve some niche (or local) market. Most have no ambition to become a Google since they are already cash flowing for their owners. SAP being the one outlier that is public and became quite large. But there are dozens of smaller ERP software houses some of which only serve one particular industry. Also there are tons of open source devs/projects run or started by Europeans, Linux being the most prominent one. OpenOffice evolved from StarOffice which was a private German software company that tried to compete with MS Office (I know the founder, he now runs a small software firm (profitable) as he doesn't want the stress of running a big show any more). KDE was started and still has many German devs too. Let's also not forget the the WWW was invented and first implemented at CERN in Europe by an Englishman (Tim Barners Lee). Americans then commercialized it with Mosaic and Netscape.
    5
  12. I think you underestimate the necessary level of detailed process knowledge that is needed to set up a EUV chip fab. Look, even Intel is struggling and they have decades of experience and ample cash.
    5
  13. Hi Jon, please consider a video series on the OSAT companies. You mentioned a few, Amkor, ASE, UMC these are very interesting "hidden champions" that are critical to modern hardware.
    5
  14.  @johnjakson444  Youtube offers to creator automated comment moderation. You can hold all comments (meaning channel owner has to approve comments for them to become visible, hold "potentially inappropriate comments" or "hold a broader range of potentially inappropriate comments" or don't hold any comments. Since Jon doesn't hold all comments he's most likely using basic or strict moderation, in which case the "appropriateness" is a matter of Google algorithm (which can change any time).
    5
  15. There must definitively be a clear and very well defined interface, otherwise you'd never get a working system. Typically you can expect strict specifications and acceptance testing of each unit.
    5
  16. No it's a simple to implement "it will drive engagement in the comment section" thing which in turn improves ranking in YT's algorithm so the video will be more likely suggested to other viewers. Easily gives a predictable baseline of 10-20 comments per video.
    4
  17. Hi Paul, I don't agree with your thesis that ML will have less intuition. Human intuition is basically pattern matching, something that neural nets are very good at. Heck, I would say that neural nets are predominantly intuition machines while currently humans are better at reasoning (AI is bad at logic and math).
    4
  18. Compared tot he x86 the 68k series was really an elegant design.
    4
  19. Let the flood come, I need a bigger SSD
    4
  20. You must be new here LOL
    4
  21. Agree with Immanuel. Commercial launch business is a tiny market compared to the entire "space" market that includes satellites and satellite-based services. Look up Bryce Space Report for numbers. For 2019 commercial (i.e. non-gov) launch was barely $5B while the entire global space economy was $366B (incl. gov) and $271B for all except gov. Majority of commercial market is TV ($92B) and GNSS chipsets and navigation devices ($97B). This makes sense: the closer to the end-user, the bigger the market. By establishing StarLink SpaceX will substantially expand the Global Space TAM, not just taking away business from other launch operators. (10 million StarLink customers at $100 per month subscription is $12B annual revenue). TLDR: the money is in the services and devices provided to the end-users, not in launch. Bryce Space Report (2019): https://brycetech.com/reports/report-documents/Bryce_2019_Global_Space_Economy.png
    3
  22. Moreover, being the leading edge in one generation doesn't guarantee that you will successfully ramp the next gen too. See Intel. It's possible to lose the edge ;-)
    3
  23. By the way, the Europoean Central Bank ECB is also buying corporate bonds like crazy. Former ECB president Mario Draghi used to say "Whatever it takes".
    3
  24. "releasing an ARM version of Windows requires very little work" haha, that must be a joke. Even if it were the case it also requires that every Windows software company on the planet now needs to release (and manage and test) an ARM version of their software. We know how well that went with the Windows RT based MS Surface 2.
    3
  25. Guys, can we bring this to 1000 likes? Only 35 more... Great video, Jon.
    3
  26. We have a similar problem in Lüneburg, a town near Hamburg. The cause is/was extraction of salt from below the city by washing it out with salt brine (Lüneburg has a 1000 years-old history of salt extraction). Subsidence has largely stopped since extraction has been reduced in the 1980ies but some hot spots still subside, likely driven by rain water.
    3
  27. Real Jon has been kidnapped
    3
  28. I love Kodak Ektar 100. Hope it becomes available again.
    3
  29. To boost the number of comments - that is seen as engagement by the YT algo and so it's more likely to be seen as interesting.
    2
  30. I would expand that to analyze the container shipping industry. In fact you could do an entire series on logistics. What is a freight forwarder? Ocean shipping, how do container terminals work, rail, trucking, air freight etc. In the above case of ZIM their revenues and profits went through the roof because container rates went up 10x in the past year (i.e. they raised prices).
    2
  31. Why are you guys talking about bears? According to Jon you are supposed to catch a deer not run away from a bear. Shooting your friend won't make you better at catching up to the deer. Maybe there is a lesson to be learned here.
    2
  32. Now imagine you are the product manager responsible for on-time delivery of that previously-impossible piece of hardware (and it has to work, no we will fix it with an over-the-air update).
    2
  33. Another German company involved in that: Trumpf Laser. I'm not sure which is more crazy, the Zeiss projection system or the source.
    2
  34. Yes, but that is only because it's about "Buffett" buying. Had he said "Why @Martinit0 bought TSMC" nobody would assume that I bought the entire company.
    2
  35. Great analysis! What's the source of the table at 11:48 ?
    2
  36. The shorter wavelength you go the more difficult it becomes to reflect light. For x-rays you have to have very shallow angle of incidence on optics (a few degrees only) so all the light path becomes very long and you can't fold it up to such a compact size as the current "beast".
    2
  37. Jon missed another opportunity to cement his brand by mispronouncing industry terms.
    2
  38. Bro, have you heard of Tesla's Full Self Driving? Should be finished any day now...for a couple of years.
    2
  39. Bardeen is the "B" of BCS-theory, the theory of how superconductors work.
    2
  40. Yeah I think he misspoke and actually meant operating CF. Since he showed the graph with both we can absolve him
    2
  41. Luxembourg disagrees.
    2
  42. Yes, when buying Apple Berkshire already acquired some "TSMC risk" in the sense that any issue at TSMC production would impact Apple's ability to ship product.
    2
  43. Must have slipped through QA
    2
  44.  @fredinit  LHC does not have to target at precision of nuclei. They just have to overlap millimeter sized beams and the wait for a nucleus from one beam hitting a nucleus from the other beam at the interaction point. Which is why you want intense beams so you have more collision events. But the real problem is that you have so many unwanted events and those you are actually looking for are incredibly rare and you need to very quickly decide which type it is.
    2
  45. The business looses more than just the profit per car. You loose the revenue but you still have to pay the wages and all the expensive equipment keeps depreciating. Only the parts cost are not lost of you didn't make the car.
    2
  46. The last time I used a paper airline ticket was about 2015 when an intercontinental flight was cancelled and the service desk put me on a different flight. When they handed the paper ticket I was actually worried that it would not be honored for my connecting flight but it worked.
    2
  47. Correct
    2
  48. Intel doesn't fab for others
    2
  49. Goodwill = the amount you knowingly overpaid for your acquisitions
    2
  50. Actually, you can see TSMC's yield right there staring at you from their logo.
    2