My latest column: "A Breakup Plan to Save Intel and Preserve National Security." Desperate circumstances require drastic measures $INTC bloomberg.com/opinion/articl…
"growing reliance on overseas companies for chipmaking is becoming a national security issue for the U.S. Three-quarters of global semiconductor production is based in East Asia .. shortages at TSMC are forcing global automakers to cut car production.." bloomberg.com/opinion/articl… Image
"All the stakeholders need to recognize a viable, second source domestic supplier is in their interest and would prevent the ascendance of an Asian chip-manufacturing monopoly." bloomberg.com/opinion/articl… Image
It seems crazy to me that our country is spending $700 billion a year on national defense, but isn't doing much to ensure reliable access to cutting-edge domestic chip supply. Advanced chips are required to keep our military systems and cloud-computing services up and running.
An Intel breakup plan "should be championed by the incoming Biden administration. Not only would it help maintain U.S. competitiveness in technology, but it would create highly skilled domestic manufacturing jobs and counter the rise of China." bloomberg.com/opinion/articl… Image
It’s time for America to have its own TSMC on U.S. soil. It should be done to preserve our national security. With the government spending trillions now, allocating tens of billions for this would be worthwhile bloomberg.com/opinion/articl… Image
Ensuring access to advanced chips through building up domestic manufacturing capabilities is critical for U.S. economic and military security. Yet, instead of focusing on long term strategy issues like this with substantive policies, our government is preoccupied with TikTok. 🤦‍♂️

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More from @firstadopter

13 Jan
My take on Intel's CEO change is up: "Intel Corp. now has a fighting chance. After a series of stumbles in recent years, the storied chip giant has found a new leader with the expertise it needs to spark a turnaround." $INTC bloomberg.com/opinion/articl…
"Gelsinger may have the perfect background .. spent 30 years at Intel ..chipmaker’s first CTO ..was the chip architect of one of Intel’s seminal processors - the 80486. If there is anyone who has intimate knowledge of the company, its technology and capabilities, it’s Gelsinger."
"technical expertise is perhaps the most important attribute for success. Shopify CEO .once noted that the only reason he’s able to know which initiatives to fund, how long projects will take .because of his training as an engineer. Swan didn’t have this ability. Gelsinger does." Image
Read 6 tweets
1 Oct 20
For EA to go from the loot box, microtransaction dumpster fire that initially was Star Wars Battlefront II to a no microtransaction "for the hard-core game fans" Star Wars: Squadrons is quite the transformational triumph. Well done EA. Well done polygon.com/reviews/2020/1…
Polygon: "Star Wars: Squadrons is the total package. If all you have at your disposal is a console, a decent TV, and a working controller, you’re going to have a wonderful time ... And, if you happen to be able to afford VR, you may never want to take that headset off again."
I copy, Gold leader! Wow, the giddiness online right now is intense. May be just all the 40-year old+ Star Wars nerds. This game is going to sell a lot of Oculus Quest 2 VR headsets
Read 4 tweets
23 Sep 20
It’s almost as if the naming convention was obviously confusing or something Image
Pro tip to tech companies. Keep names simple, memorable and descriptive for the average consumer. WH-1000XM4? Come on!
So yeah, the Xbox name confusion is going to be a thing
Read 4 tweets
22 Sep 20
So, a few quick thoughts on the Bethesda deal. It's not the back catalog. Bethesda's games already have been cycling through Game Pass. And as discussed with price deflation, these old games are readily available on sale for $5-15 (1/4)
The deal is about 3 franchises: Fallout, Elder Scrolls and Starfield. Rest of the book (Doom, Dishonored, Wolfenstein etc.) isn't in the same league or galaxy. Note, the last iteration of Fallout, Fallout 76 (bit of an experiment) flopped hard. (2/4)
Starfield is the closest (1-2 years away at earliest) and has a lot of hype and anticipation. Elder Scrolls is likely next. None of these 3 are a slam dunk for their next release given recent history. Also, uncertain a game every 2-3 years for $7.5 billion will be worth it..(3/4)
Read 7 tweets
21 Sep 20
Todd Howard implies they will remain multi-platform like Minecraft “And a belief we should bring that to everyone - regardless of who you are, where you live, or what you play on.” bethesda.net/en/article/4Iw… Image
Yes, you all are right. After the acquisition it will be up to the new bosses to decide or change the strategy. Some clarity would be good as the new consoles launch
Read 4 tweets
20 Sep 20
The Cowboys are so bad. Literally fumbling every time they touch the ball
OMG Dallas actually threw the ball on first down. It’s like they actually realize they are down by 3 touchdowns
Decent catch
Read 8 tweets

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