>I think the explosive growth that people want is in manufacturing. Ex: US screws, bolts, rivets, dies, pcbs, assembly and such.
And the [only] way to get that explosive growth is robotics. That is the Post-Post-Industrial Revolution that we're stepping into - it is when manufacturing stops being separate from the knowledge-based economy and instead becomes a part of it aa a form of an output, specifically a physical-world form of output from the knowledge-based economy.
>The dollars are being diverted elsewhere.
The dollars are going in exactly right direction - AI. After LLM the companies like NVDA and Google are making next steps - foundational world models and robotics.
>Intel a chip maker who can directly serve the AI boom
Intel is a managers' gravy train - just like for example Sun Microsystems was 20 years ago. Forget about it.
>Intel ... has failed to deploy its 2nm or 1.8nm fabs and instead written them off. So even as AI gets a lot of dollars it doesn't seem to be going to the correct places.
The dollars go to NVDA instead of Intel. Seems exactly to correct place.
While the USA spent a $trillion on LLMs, China spent the past two decades mass making chip shooters and pick and place machines like above.
Your LLMs aren't even fast enough to process or compete vs 15year old technology.
Now USA has pick and place machines and other such equipment. But we are slower and we don't have nearly as many. And despite better software here in the USA out setup costs are far higher (jlcpcb orders are prewired up with premade libraries because of huge volumes of orders. USA has fewer orders and thus requires a human to setup each line).
And the [only] way to get that explosive growth is robotics. That is the Post-Post-Industrial Revolution that we're stepping into - it is when manufacturing stops being separate from the knowledge-based economy and instead becomes a part of it aa a form of an output, specifically a physical-world form of output from the knowledge-based economy.
>The dollars are being diverted elsewhere.
The dollars are going in exactly right direction - AI. After LLM the companies like NVDA and Google are making next steps - foundational world models and robotics.
>Intel a chip maker who can directly serve the AI boom
Intel is a managers' gravy train - just like for example Sun Microsystems was 20 years ago. Forget about it.
>Intel ... has failed to deploy its 2nm or 1.8nm fabs and instead written them off. So even as AI gets a lot of dollars it doesn't seem to be going to the correct places.
The dollars go to NVDA instead of Intel. Seems exactly to correct place.