BYD was just a cell phone battery company, and was like "well we've got the lithium supply chain locked down, you know what needs huge batteries: guess we're doing cars now."

Waymo chose the more expensive but easier option, but it also limits their scope and scalability.

I don't buy it. The lidar data is useful for training the vision models, so there's plenty of reason to believe that Waymo can solve the vision issues faster than Tesla.

I don't think they'd go back to off-package RAM anymore. The benefits of putting it on one package is too great, and gives them just enough cover to be able to charge like crazy for it.

96GB of DDR5 laptop memory is $350

Maybe it's better to compare LPCAMM2 form factor prices. For that, 64GB is $329. Still not quite the same as adding 16GB for $400, but it's a better comparison.

The thing is, if Intel doesn't actually get 18A and beyond competitive, it might be on a death spiral towards bankruptcy as well. Yes, they've got a ton of cash on hand and several very profitable business lines, but that won't last forever, and they need plans to turn profits in the future, too.

Compared to AMD FX series, the Intel Core and Core2 were so superior, it was hard to see how AMD could come back from that.

Yup, an advantage in this industry doesn't last forever, and a lead in a particular generation doesn't necessarily translate to the next paradigm.

Canon wants to challenge ASML and get back in the lithography game, with a tooling shift they've been working on for 10 years. The Japanese "startup" Rapidus wants to get into the foundry game by starting with 2nm, and they've got the backing of pretty much the entirety of the Japanese electronics industry.

TSMC is holding onto finFET a little bit longer than Samsung and Intel, as those two switch to gate all around FETs (GAAFETS). Which makes sense, because those two never got to the point where they could compete with TSMC on finFETs, so they're eager to move onto the next thing a bit earlier while TSMC squeezes out the last bit of profit from their established advantage.

Nothing lasts forever, and the future is always uncertain. The past history of the semiconductor industry is a constant reminder of that.

I just mean does it keep offline copies of the most recently synced versions, when you're not connected to the internet? And does it propagate local changes whenever you're back online?

Dropbox does that seamlessly on Linux and Mac (I don't have Windows). It's not just transferring files to and from a place in the cloud, but a seamless sync of a local folder whenever you're online, with access and use while you're offline.

Intel got caught off guard by the rise of advanced packaging, where AMD's chiplet design could actually compete with a single die (while having the advantage of being more resilient against defects, and thus higher yield).

Intel fell behind on manufacturing when finFETs became the standard. TSMC leapfrogged Intel (and Samsung fell behind) based on TSMC's undisputed advantage at manufacturing finFETs.

Those are the two main areas where Intel gave up its lead, both on the design side and the manufacturing side. At least that's my read of the situation.

Does it do offline sync?

iCloud doesn't have Linux, Android, or Windows clients. It's basically a non-starter for file sharing between users not on an Apple platform.

I don't like the way Google Drive integrates into the OS file browsing on MacOS, and it doesn't support Linux officially. Plus it does weird stuff with the Google Photos files, which count against your space but aren't visible in the file system.

OneDrive doesn't support Linux either.

I just wish Dropbox had a competitive pricing tier somewhere below their 2TB for $12/month. I'd 100% be using them at $5/month for like 250 GB.

So with the case/mobo/power supply at $259, the CPU/GPU at $329, you've got $11 left to work with to buy RAM and SSD, in order to be competitive with the base model Mac Mini.

That's what I mean. If you're gonna come close to competing with the entry level price of the Mac Mini (to say nothing of frequent sales/offers/coupons that Best Buy, Amazon, B&H, and Costco run), you'll have to sacrifice and use a significantly lower-tier CPU. Maybe you'd rather have more RAM/storage and are OK with that lower performing CPU, and twice the power consumption (around 65W rather than 30W), but at that point you're basically comparing a different machine.

When I was last comparing laptops a few years back I was seriously leaning towards the Framework AMD. It was clearly a tradeoff between Apple's displays, trackpad, lid hinges, CPU/GPU benchmarks, and battery life, versus much more built in memory and storage, a tall display form factor, and better Linux support. Price was kinda a wash, as I was just comparing what I could get for $1500 at the time. I ended up with an Apple again, in the end. I'm keeping an eye on progress with the Asahi project, though, and might switch OSes soon.