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← The real cost of the CHIPS Act is the technical talent it ties up, not its fifty-billion-dollar price tag.
17 connected korrents · 18 moments from 6 Dec 2012 to 24 Sept 2026.
Everything filed under semiconductors
semiconductors
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LLMs
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data centers
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coding agents Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: The real cost of the CHIPS Act is the technical talent it ties up, not its fifty-billion-dollar price tag. The real cost of the CHIPS Act is the technical talent it ties up, not its fifty-billion-dollar price tag. Last stated 8 months ago
12 Feb 2026
AV
Austin Vernon — holds since 2026-02-12 — tap for who they are
Same subject: An AI as good as a top researcher will not be priced like one, because it competes against the other labs rather than against humans. — tap to centre the map on it An AI as good as a top researcher will not be priced like one, because it competes against the other labs rather than against humans. Last stated a year ago
15 Aug 2025
CH
Casey Handmer — holds since 2025-08-15 — tap for who they are
Same subject: Chips are getting more expensive mainly because they take more process steps, not because the tools got dearer. — tap to centre the map on it Chips are getting more expensive mainly because they take more process steps, not because the tools got dearer. Last stated 5 years ago
22 Nov 2021
DO
Doug O'Laughlin — holds since 2021-11-22 — tap for who they are
Same subject: Semiconductor manufacturing is a more technologically challenging endeavor than rocket science. — tap to centre the map on it Semiconductor manufacturing is a more technologically challenging endeavor than rocket science. Last stated 3 years ago
18 Jul 2023
DW
Dan Wang — holds since 2023-07-18 — tap for who they are
Same subject: Hundreds of billions of dollars of AI value rest on about a billion dollars of lithography tooling that cannot be scaled quickly. — tap to centre the map on it Hundreds of billions of dollars of AI value rest on about a billion dollars of lithography tooling that cannot be scaled quickly. Last stated 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: Allocating scarce chips to the highest bidder is bad business — you set your price and keep it, however high demand goes. — tap to centre the map on it Allocating scarce chips to the highest bidder is bad business — you set your price and keep it, however high demand goes. Last stated 6 months ago
15 Apr 2026
JH
Jensen Huang — holds since 2026-04-15 — tap for who they are
Same subject: Someone paying a thousand dollars per million tokens is just around the corner, because intelligence is a product that segments by grade like phones do. — tap to centre the map on it Someone paying a thousand dollars per million tokens is just around the corner, because intelligence is a product that segments by grade like phones do. Last stated 7 months ago
23 Mar 2026
JH
Jensen Huang — holds since 2026-03-23 — tap for who they are
Same subject: The semiconductor supply chain will underbuild not because it cannot expand but because nobody in it believes the demand is real. — tap to centre the map on it The semiconductor supply chain will underbuild not because it cannot expand but because nobody in it believes the demand is real. Last stated 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: Within a year or two a strong engineer's token spend will rival their salary, and companies will have to cap it like any other resource. — tap to centre the map on it Within a year or two a strong engineer's token spend will rival their salary, and companies will have to cap it like any other resource. Last stated 3 months ago
9 Jul 2026
AM
Adam Mosseri — holds since 2026-07-09 — tap for who they are
Same subject: A century of fire suppression policy in the American West has dangerously overloaded forests with fuel and made megafires more likely. — tap to centre the map on it A century of fire suppression policy in the American West has dangerously overloaded forests with fuel and made megafires more likely. Last stated 2 months ago
22 Aug 2026
JP
Jennifer Pahlka — holds since 2026-08-22 — tap for who they are
Same subject: A Chinese crewed landing on the Moon before America returns would be a defeat for the free world. — tap to centre the map on it A Chinese crewed landing on the Moon before America returns would be a defeat for the free world. Last stated 2 months ago
18 Aug 2026
CH
Casey Handmer — holds since 2025-10-31 — tap for who they are
EB
Eric Berger — holds since 2026-08-18 — tap for who they are
Same subject: A city's first rail line comes in at a reasonable cost and every line after it does not, because the follow-up outgrows the in-house team that oversaw the pilot. — tap to centre the map on it A city's first rail line comes in at a reasonable cost and every line after it does not, because the follow-up outgrows the in-house team that oversaw the pilot. Last stated 2 years ago
7 Dec 2024
AL
Alon Levy — holds since 2024-12-07 — tap for who they are
Same subject: A diesel export ban would probably do little for U.S. affordability, would deter business investment, and would weaken America's hand against China on energy. — tap to centre the map on it A diesel export ban would probably do little for U.S. affordability, would deter business investment, and would weaken America's hand against China on energy. Last stated 4 weeks ago
24 Sept 2026
PK
Paul Krugman — holds since 2026-09-24 — tap for who they are
Same subject: A fox who sees many factors in play cannot judge in a blink; they reason 'on the one hand, and on the other' and must reconcile the conflicting arguments. — tap to centre the map on it A fox who sees many factors in play cannot judge in a blink; they reason 'on the one hand, and on the other' and must reconcile the conflicting arguments. Last stated 14 years ago
6 Dec 2012
PT
Philip Tetlock — holds since 2012-12-06 — tap for who they are
Same subject: A large, sustained AI capability lead by either the US or China could shift the global balance of power between them. — tap to centre the map on it A large, sustained AI capability lead by either the US or China could shift the global balance of power between them. Last stated 2 months ago
5 Sept 2026
NS
Noah Smith — holds since 2026-09-05 — tap for who they are
Same subject: America's large trade deficit in manufactured goods means fewer US manufacturing jobs than balanced trade would. — tap to centre the map on it America's large trade deficit in manufactured goods means fewer US manufacturing jobs than balanced trade would. Last stated 2 months ago
7 Sept 2026
PK
Paul Krugman — holds since 2026-09-07 — tap for who they are
Same subject: Erratic U.S. tariff implementation is teaching allies and enemies that the U.S. is no longer a reliable trading partner. — tap to centre the map on it Erratic U.S. tariff implementation is teaching allies and enemies that the U.S. is no longer a reliable trading partner. Last stated 8 months ago
9 Feb 2026
JC
JL Collins — holds since 2026-02-09 — tap for who they are
Same subject: Persistent US trade deficits are the mirror image of trade partners' capital account surpluses caused by beggar-thy-neighbor industrial policy — tap to centre the map on it Persistent US trade deficits are the mirror image of trade partners' capital account surpluses caused by beggar-thy-neighbor industrial policy Last stated 2 years ago
7 Apr 2025
SH
Samuel Hammond — holds since 2025-04-07 — tap for who they are
At the centre
The real cost of the CHIPS Act is the technical talent it ties up, not its fifty-billion-dollar price tag.
Holds Read this korrent →
An AI as good as a top researcher will not be priced like one, because it competes against the other labs rather than against humans.
Holds
Chips are getting more expensive mainly because they take more process steps, not because the tools got dearer.
Holds
Semiconductor manufacturing is a more technologically challenging endeavor than rocket science.
Holds
Hundreds of billions of dollars of AI value rest on about a billion dollars of lithography tooling that cannot be scaled quickly.
Holds
Allocating scarce chips to the highest bidder is bad business — you set your price and keep it, however high demand goes.
Holds
Someone paying a thousand dollars per million tokens is just around the corner, because intelligence is a product that segments by grade like phones do.
Holds
The semiconductor supply chain will underbuild not because it cannot expand but because nobody in it believes the demand is real.
Holds
Within a year or two a strong engineer's token spend will rival their salary, and companies will have to cap it like any other resource.
Holds
A century of fire suppression policy in the American West has dangerously overloaded forests with fuel and made megafires more likely.
Holds
A Chinese crewed landing on the Moon before America returns would be a defeat for the free world.
Holds
A city's first rail line comes in at a reasonable cost and every line after it does not, because the follow-up outgrows the in-house team that oversaw the pilot.
Holds
A diesel export ban would probably do little for U.S. affordability, would deter business investment, and would weaken America's hand against China on energy.
Holds
A fox who sees many factors in play cannot judge in a blink; they reason 'on the one hand, and on the other' and must reconcile the conflicting arguments.
Holds
A large, sustained AI capability lead by either the US or China could shift the global balance of power between them.
Holds
America's large trade deficit in manufactured goods means fewer US manufacturing jobs than balanced trade would.
Holds
Erratic U.S. tariff implementation is teaching allies and enemies that the U.S. is no longer a reliable trading partner.
Holds
Persistent US trade deficits are the mirror image of trade partners' capital account surpluses caused by beggar-thy-neighbor industrial policy
Holds