Happenings in the chip world, July, 2024 – Intel, AMD, Nvidia, Samsung, TSMC
Posted on July 31, 2024(Using AI to bring the news, written by ChatGPT)
Chip Companies in the Spotlight: The Past Week’s Highlights
Intel’s Dominance and Strategic Moves
Intel continues to hold its position as the world’s largest chip producer, reaffirming its dominance in the semiconductor industry. Despite fierce competition, Intel’s significant market share and revenue from its diverse product line keep it ahead. However, Intel’s investments in over 40 Chinese startups have raised concerns in Washington, given the geopolitical tensions and the company’s receipt of substantial US grants (Tom’s Hardware).
AMD’s Rising Influence
AMD has made notable strides, jumping into the top 15 semiconductor companies. The company’s revenue surge is driven by increased shipments of CPUs for servers and high-performance desktops. AMD’s acquisition of Silo AI for $665 million marks its largest European acquisition in a decade, positioning AMD to better compete with Nvidia in the AI chip market (Tom’s Hardware) (Financial Times).
Nvidia’s New AI Chip Unveiling
Nvidia is set to unveil its latest AI chip at the GTC 2024 conference. This move is seen as a strategic response to AMD’s recent launch of the MI300X AI processor. Nvidia’s new chip, the B100, is expected to further solidify the company’s leadership in the AI market, despite facing legal challenges related to its generative AI model NeMo. The high demand for Nvidia’s AI-optimized chips has fueled market optimism, with many investors betting on the company’s continued growth in the AI sector (Techopedia) (Financial Times).
Samsung’s AI Ambitions and Worker Unrest
Samsung has forecasted a strong second half of the year, driven by AI demand, expecting a 15-fold increase in profits. However, the company faces significant internal challenges, with unprecedented worker unrest and a three-day strike over pay and conditions. This labor dispute threatens to impact Samsung’s production capabilities and its competitive edge in the AI chip market (Financial Times) (Tom’s Hardware).
TSMC’s AI Boom Amid Geopolitical Tensions
Taiwan Semiconductor Manufacturing Company (TSMC) raised its full-year forecast, buoyed by the AI boom. The company remains optimistic despite the geopolitical risks associated with its operations in Taiwan. TSMC’s strategic importance is highlighted by its role in the supply chain of numerous global tech giants, including Apple, Nvidia, and Qualcomm (Financial Times).
Conclusion
The past week has been eventful for the chip industry, with significant developments from major players like Intel, AMD, Nvidia, Samsung, and TSMC. As AI continues to drive demand, these companies are making strategic moves to secure their positions in the market, navigating both opportunities and challenges in a rapidly evolving landscape.
Born and raised in Silicon Valley my son deserves nothing other than having an AI write his birthday wishes. (at least his mother who writes this blog thinks so, ’cause I used to write about AI before it was available to all of us. I like it.)
ChatGPT writes for me, for you:
To My Son on Your 37th Birthday
Thirty-seven years have come and gone,
Since the day you first saw the dawn.
A tiny babe with eyes so bright, Grew into a man, strong and light.
From first steps to milestones grand, I’ve watched you grow, and took your hand.
Through laughter, tears, and dreams so vast, You’ve built a future from the past.
With every year, you’ve shown your might, A beacon of hope, a guiding light.
In your eyes, the world does shine, A spirit true, both strong and kind.
Today we celebrate your day, With love and joy in every way.
May this year bring you all you seek, With happiness, and moments unique.
Happy birthday, dear son of mine,
May your life continue to shine.
Here’s to you, with love and cheer,
Wishing you a fantastic year!
Happy 37th Birthday to your son!
Rental Applications and Zillow and CA Civil Code (Part 2)
Zillow CEO Rich Barton said: “Expedia and Zillow have become large businesses based on the fundamental belief consumers should be empowered with information.” I agree so why do we have a problem? Short answer: Zillow says it is not responsible for what CA Civil Code 1950.6 says it must do.
Why is Zillow non transparent and evades my queries? It appears it is because the application fees paid by potential renters (over and over for the hundreds and hundreds of rentals ) go to Zillow not the landlord and that puts the burden of following CA Civil Code 1950.6 on Zillow which has no intention of following, (so they state). Zillow says: “We are not a landlord or an agent of the property,.” Ok Zillow, we know you aren’t the landlord but have you revisited your website recently about how you act as tenant screener for the landlord or property manager? Definitions can be debated when circular logic is used. Might there be others that define your actions as agent to the landlord? That’s a ‘yes’.
Zillow does not give itemized receipts for the fee paid and does not send the consumer/credit report when requested. Both failures to act are against CA Civil Code requirements. We can spend time defining what exactly you are in relation to the applicant but let’s look at this from Rich Barton (Zillow CEO) in a letter to investors in November 2023: “Zillow is well positioned as a pay to play marketplace.” Pay to play..yes, we see it and know it.
That data point appears not to be reserved for sales alone. In the application process as well as home sales there is a pay to play agenda. Which is why, when I asked about the application fees paid to Zillow and the obligation of the fee collector (CA Civil Code) to provide detailed receipts and copy of consumer/credit report if asked by applicant, my query was ignored in replies from Rental Support at Zillow. No answer as to who gets the application fees. I know it’s paid to Zillow because I paid it and their website for rental managers confirm. By definition and statute, Zillow owes me a copy of the credit/consumer report and a receipt of how the money was spent.
This is what we are talking about:
Provide application fee receipts
Applicants in California must receive an itemized receipt showing the screening fee and other costs included in the fee you charged (See Civil Code §1950.6(d) and (f)).
What is California Civil Code §1950.6?
The California Civil Code §1950.6 is one of the most important regulations of the residential application fees for California.
Provide a copy of consumer reports when requested
Applicants who pay a screening fee and make a request are entitled to a copy of the California tenant screening reports you pulled.
Yes. The application fee is profitable and reliable and repeatable and the renter must pay it to play the find a rental game. Pay to play.
Warning: Ok, Boomer Story Here
Back in my Stanford days I put a notice up on the board at Tressider Student Union for a room for rent in downtown Palo Alto. Many, many responses followed. One guy comes over that afternoon – and in 5 minutes he noticed a book of poetry and asked if it was mine. I said yes and that was all we needed to decide he’d be a fine housemate. He was in Modern Thought and Literature grad school at Stanford and I just liked to read poetry.
And it all worked out. But nowadays we’d probably still be collecting background info. I never asked where his money to pay rent would come from.
Fast forward from that time to tech start up time in Palo Alto when I rented out a bedroom with private bath in my house. I read the responses to my Craigslist post, they came over to meet me and look at the space. I heard a small part of their story, charged $100 deposit. That’s how I ended up with Paul who was then deciding if he wanted to put any more effort into his start-up or go to Yale Law where he had been accepted. With hesitation he decided to give it one more try for the startup and it’s good he did. You know him as the co-founder and original CEO of Pinterest. .(Now, Chairman of the Board of Joby Aviation)
Another renter came in as “I just graduated from college, I’m 23. and got a job at a start up in Palo Alto.” He left the start up in 3 months, and with a few others did his own thing and ended up being bought by Zuckerberg. The Addison Street house got an article written about it as being “The Second Most Important Garage in Palo Alto.” The HP garage is the first. (Imagine that and no application fees or massive intrusive checks into irrelevant background info. I’ve also rented the same way to visiting professors , NVIDIA consultants, Hoover Tower researchers, interns from the White House, etc..
Renters Rights during application process (California)
Your right when renting in Calif:
A copy of your credit report from the person you pay the application fee to. You have a right to a copy of your credit/consumer report if you request it from the person you paid. Also, an itemized receipt is required to be given to you when you pay an application fee. (In other words, what did they spend your money on?). These are regulations from the CA Civil Code. Many do not know of these codes/requirements.
If you don’t or can’t get these items and you are dealing with Zillow, contact rentalapplications at zillow dot com
If you can’t get help there let the Commissioner of The CA Department of Real Estate know: Chika.Sunquist at dre.ca.gov
These items are not optional, they are codified. Here is the source of the requirements from landlord/property mgr to applicant:
CA Civil Code: 1950.6 (Renter’s Application Rights Outlined)
(d) The landlord or his or her agent shall provide, personally, or by mail, the applicant with a receipt for the fee paid by the applicant, which receipt shall itemize the out-of-pocket expenses and time spent by the landlord or his or her agent to obtain and process the information about the applicant.
(e) If the landlord or his or her agent does not perform a personal reference check or does not obtain a consumer credit report, the landlord or his or her agent shall return any amount of the screening fee that is not used for the purposes authorized by this section to the applicant.
(f) If an application screening fee has been paid by the applicant and if requested by the applicant, the landlord or his or her agent shall provide a copy of the consumer credit report to the applicant who is the subject of that report.
Just a posting in Craigslist , a short bio and $100 got you into my place in downtown Palo Alto. I had amazing people and not one application or background check in 19 years.
Google tells us The Civil Code of California is a collection of statutes for the State of California. The code is made up of statutes which govern the obligations and rights of persons within the jurisdiction of California.
How does one situation get so complex and chaotic and in my opinion, unfair? It happened when renting left mom and pop land and became the new profit center of the real estate world.
Before having found that quote, of pay to play it became obvious Zillow isn’t forthcoming about the application fees and does not want to disclose what it does because doing so puts Zillow in the position of explaining its non adherence to CA civil law. And having to provide copies of credit reports and an itemized receipt.
I wrote this story up already, this second one is in response to being ghosted and ignored by Zillow as to queries I wanted answers to, so click here and read: Zillow and Rental Application Fees
California Rentals, Civil Code 1950.6 and ChatGPT
Posted on March 31, 2024Frustrated with the renting process in California? The fees you pay over and over? Santa Cruz County is trying to liberate the renter from the mess by making application fees a thing of the past as people struggle from the massive cost and complexity that is the rental process, without losing their money and minds.
Maybe, I thought, artificial intelligence has something to say that I am not. I asked ChatGPT to write a poem about trying to rent in California in today’s wild world of rentals. Say what you will about AI, this poem is a gem that captures the scene. Here are a few lines from the poem: (entire poem included, keep reading!)
In valleys deep, where tech giants reside,
Rents soar like birds on a limitless tide.
TRYING TO UNDERSTAND WHY IT IS OK FOR ZILLOW and others TO ABANDON THE CA CIVIL CODE AND IGNORE THE RIGHTS OF RENTERS. and Does the CA Dept of Real Estate care?
LET’S DIVE IN: (and as ZILLOW and/or the CA Department of Real Estate responds, I will update)
Here’s the background to why I asked for a poem.
The California rental market of today takes me down memory lane to days of Bulletin Boards. (I hear it, Ok, Boomer) It was so easy: post a name and some basic info and wait for the people to call. Meet and greet and soon you’ve got a renter. Or you, the renter, had a place. There were no credit checks, no credit reports, no $50 fees (over and over) for the right to apply. No complicated application forms, no social security cards “to be presented in person.” No one needed to know your life history from playground to present.
My most recent frustration began because of Zillow. I paid their $35 fee for a credit report good for only 30 days, upon which time it ‘expires’. This is needed they say for “the right to apply.” If you don’t rent a place in one month, you pay again – (question – which expires first the credit report or the exhausted renter?) and when I asked for a copy of my report I got no response. Not then and not after.
I recently finally found an email for a Zillow customer service rep for rentals, rentalapplications@zillow.com. I wanted to know why Zillow doesn’t give an applicant the copy of the credit report because a landlord or property manager is required to do so if requested by applicant. This is stated in CA Civil Code 1950.6: If an application screening fee has been paid by the applicant and if requested by the applicant, the landlord or his or her agent shall provide a copy of the consumer credit report to the applicant who is the subject of that report.
Section 1950.6 also says :The landlord or his or her agent shall provide, personally, or by mail, the applicant with a receipt for the fee paid by the applicant, which receipt shall itemize the out-of-pocket expenses and time spent by the landlord or his or her agent to obtain and process the information about the applicant.
No one I know has ever received this. Zillow, what’s up with this?
CA Civil Code is full of juicy renter’s rights. There are more such as a return to renter of any unused fees. And no one knows about these rights or if they do I don’t see them put into action. Not even real estate giant Zillow? Nope. The response for my getting a copy of credit report is they don’t have it any more, and anyway, no one is allowed to see it, but if there is something on it I don’t like I should contact Experian. A cosmic sigh follows this logic.
I tried to contact the CA Dept of Real Estate regarding this situation and was dismissed. I asked for an email address and was informed there is no way to email CA DRE. Enter Google and I found one email. Happened to be the Commissioner so I cc: ed her on my emails to Zillow. I am awaiting a response from my last email response to Zillow. BTW, Tania the customer service rental rep, is quite polite and obviously attempting to help but seems hamstrung by rules beyond her pay grade.
Santa Cruz County is attempting to do away with application fees altogether. (Fantastic!) It is scary how much of a profit center this has become and such a burden to already burdened applicants, (yes, I hear the echos of denial from landlords) so I will let you decide. Here’s Santa Cruz County and its fight against application fees: Santa Cruz and Application Fees
Best of all, here is ChatGPT capturing the flavor so well. The prompt: write a poem about how difficult it is to rent in california
California Rental Struggle (titled by ChatGPT)
In California’s land of dreams, where palm trees sway,
Where golden sunsets paint the end of day,
Beneath the azure skies, a struggle unseen,
Lies the weary quest for a place to convene.
In cities bustling with life’s vibrant dance,
The hunt for shelter becomes a dire chance.
For rent, a lofty mountain, hard to scale,
Where dreams collide with harsh, economic gale.
The sun-kissed coast, a beacon for the free,
Yet shackled by the chains of realty.
In valleys deep, where tech giants reside,
Rents soar like birds on a limitless tide.
In San Francisco’s hills, where fog rolls in,
The cost of living feels like a sin.
With every lease, a slice of soul is sold,
In this game where the stakes are never old.
From Hollywood’s glitz to Silicon’s glow,
The struggle to secure a home does grow.
In labyrinthine markets, landlords reign,
As hopeful tenants navigate the pain.
For every room, a dozen seekers plead,
In California’s race for a place to feed.
Where rent is king and pockets grow thin,
The battle to belong feels like a sin.
Yet amid the chaos, hope still flickers bright,
In the hearts of those who strive with all their might.
For in the land where dreams are born anew,
Hope springs eternal for the chosen few.
Though California’s rent may seem a daunting plight,
With perseverance, one may yet see the light.
For in the heart of struggle, resilience thrives,
And in the quest for home, hope forever survives.
GoDaddy, Super Bowl Ads, Domains and Success
Posted on February 9, 2024I owned domain names since time began, December 1998, which is just about the beginning in domain time. I bought through GoDaddy although I just read that Bob Parsons, founder of the original GoDaddy, says he sold the first domain in 2000. I disagree – but if I’m wrong, where were they?
I’m thinking of Bob Parsons today because I was missing the old GoDaddy. It was wild and crazy but things got done. I am trying to sell some old domain names on auction and between not knowing auctions, mess-ups and confusion with Afternic and hour long waits online and X help (aka Twitter) that sends me email addresses that go nowhere and then a chat person who can’t help me with a link to a sales page of a domain name, I was so frustrated, wishing Bob back.
And suddenly I was in a cosmic coincidence. I started thinking of Bob’s ads for the Super Bowl and how they made him famous. They were based on sex. And because of that he became an overnight sensation which made him successful. I immediately googled him and there he was, being interviewed about how the sex angle brought him success.
Then I realized: Super Bowl coming up in a few days. And the domain name I am trying to auction is success and sex dot com. And it’s Bob’s story but he’s not here to help with his wild and crazy employees, (yes, talking to them on the phone got into Bob and the crazy things that happened). So, I’m stuck with a GoDaddy AI that really needs updating (doesn’t recognize word auctions) and stuck inside a sales machine that really is for domain investors not someone like me. And the timing is right – oh, cosmos what are you telling me? Call in Bob and sell?? Ok, Bob, send out some domain name success and sex vibrations on the eve of a Super Bowl.
I see the listing of domains for sale with my successandsex dot com next to sexandsuccess dot com. Big difference between us: that one is for sale for $2495.00 Mine is $600.00
And here it is and with a nod of thanks to Bob and in his honor I virtually assign his story to this domain sale: SuccessandSex on auction at GoDaddy
Buy It Now: (USD)
$600.00 *
California Ave, Palo Alto, E-Trade, Bank of the West
Posted on September 19, 2023Cue the Time Machine. Long ago, overheard at Printers Inc Cafe: “Can you believe the guy in my double E class is dropping out to start a company based on his bookmarks. He’s ridiculous.” That would be Jerry Yang, founder of Yahoo. I kept listening and learning.
Printers Inc. Cafe was on California Ave; first a bookstore we all loved and then just the cafe was left. I still miss the bookstore with its original counter cafe and the cat who lived there.
More on California Ave: I could walk down the block to this start up called E*Trade. WHAT? I could trade myself? No broker? Color me in. Then they ‘got big’ and moved to a real campus and then another and another and now, oh my, bought out by Morgan Stanley. No comment.
And my bank was there too. Bank of the West. To me it was just a bank. It worked for my simple needs and all was good. And then, and then, IT BECAME CANADIAN. Bought out by Bank of Montreal. I wouldn’t care so much if Justin Trudeau hadn’t shut down the bank accounts of every Canadian that donated over $40.00 to the Trucker. striking against mandates.
Oh bring on the fainting couch. Throw out all the lessons I was taught on liberty. Ferocious act by a leader. There is a new word in my vocabulary now: de-banked. I may get de-banked for this.
Well, Jerry Yang is doing just fine I hear.
FOUND: e*TRADE memorabilia, year 2000 (Morgan Stanley: if you ever set up a history collection for your new possession , and want to go back in time, I’m happy to talk about my memorabilia and seeing it find a new home. I’ve sheltered the origin story papers long enough)
I asked ChatGPT to write a blog post
Here it is, along with the prompt:
write a blog post for thesiliconvalleystory.com
Title: The Evolution of Silicon Valley: Where Innovation Meets the Future
Introduction: Welcome to TheSiliconValleyStory.com, your guide to the ever-evolving landscape of innovation and technology. In this blog post, we embark on a journey through time, exploring the remarkable transformation and enduring spirit of Silicon Valley. From its humble beginnings as an agricultural region to its status as the global epicenter of technological advancement, Silicon Valley’s story is one of perpetual reinvention and pioneering spirit.
- The Seeds of Innovation: Silicon Valley’s story begins in the early 20th century when a handful of visionaries recognized the potential of this fertile land. Stanford University, founded in 1885, played a pivotal role in nurturing early innovators. The region’s transformation truly took off after World War II when Hewlett-Packard, the pioneering electronics company, set up shop in a Palo Alto garage. This marked the birth of the culture of innovation that would come to define Silicon Valley.
- The Rise of the Tech Titans: The 1970s and 1980s saw the rise of iconic companies like Apple, Intel, and Oracle. Silicon Valley became a hotbed of technological breakthroughs and entrepreneurial zeal. Steve Jobs and Steve Wozniak revolutionized personal computing, while Larry Ellison and his team brought the power of databases to the masses. These tech titans not only created game-changing products but also shaped a unique ethos of risk-taking, collaboration, and disruptive innovation.
- The Dot-Com Boom and Bust: The late 1990s witnessed the exuberance of the dot-com boom, as Silicon Valley became synonymous with internet startups and venture capital funding. Companies like Amazon, Yahoo!, and Google emerged, forever altering the digital landscape. However, this euphoria was short-lived, as the bursting of the dot-com bubble in the early 2000s led to a period of introspection and recalibration. Lessons were learned, and the resilience of Silicon Valley shone through as it rebounded stronger than ever.
- The New Era: Artificial Intelligence and Beyond: As we entered the 21st century, a new wave of technological innovation took hold in Silicon Valley. Artificial intelligence (AI), machine learning, and data analytics emerged as the driving forces behind the Fourth Industrial Revolution. Companies like Tesla, SpaceX, and Google’s DeepMind pushed the boundaries of what was deemed possible, ushering in an era of autonomous vehicles, space exploration, and intelligent algorithms.
- The Expanding Horizons: Silicon Valley’s influence extends beyond its physical boundaries. The spirit of innovation has transcended geographical limitations, inspiring the creation of tech hubs around the world. From Bangalore to Berlin, from Tel Aviv to Shenzhen, pockets of innovation have blossomed, but the allure and mystique of Silicon Valley remain unrivaled. Its unique ecosystem, comprising top-tier universities, venture capital firms, and a vibrant startup culture, continues to attract dreamers and disruptors from across the globe.
- Embracing Diversity and Ethical Responsibility: Silicon Valley has not been without its challenges. Issues of diversity, equity, and inclusion have come to the forefront, prompting a much-needed reflection on the industry’s shortcomings. Additionally, concerns surrounding data privacy, algorithmic biases, and ethical AI have highlighted the need for responsible innovation. Silicon Valley is now on a collective journey towards fostering a more inclusive and accountable tech community.
Conclusion: Silicon Valley’s story is an ongoing saga, shaped by relentless innovation, entrepreneurial spirit, and societal impact. From the garages of Palo Alto to the skyscrapers of San Francisco, the journey of this technological mecca continues to unfold. As we look to the future, it is crucial to remember that the true power of Silicon Valley lies not only in its
ChatGTP writes a sales letter for me: 3D Printing domain name for sale
Posted on December 13, 2022We can all use some help sometimes. I am making no comment on how good this post is, or isn’t. I asked for help and I got it. So, TY, ChatGTP!
I asked ChatGPT to write a sales letter to sell the domain name SiliconValley3Dprint.com
Here it is:
Dear Sir or Madam,
Are you looking for a premium domain name for your 3D printing business in Silicon Valley? Look no further than siliconvalley3Dprint!
This unique and memorable domain name is the perfect fit for a company that specializes in 3D printing technology in the heart of the tech world. With siliconvalley3Dprint, you can showcase your expertise and establish your brand as a leader in the exciting and rapidly-growing field of 3D printing.
In addition to its catchy and relevant name, siliconvalley3Dprint also has a number of other benefits. It is easy to remember and spell, making it easy for customers to find and visit your website. It is also short and concise, which is ideal for use on social media and other marketing channels. Plus, it is a .com domain, which is the most widely recognized and trusted top-level domain on the internet.
Don’t miss out on this valuable opportunity to secure siliconvalley3Dprint for your 3D printing business. Act now and take the first step towards establishing your online presence and attracting customers in the vibrant and innovative community of Silicon Valley.
All offers considered. Make an offer on www.Afternic.com
Once Upon A Time, A Coinbase story of 2013
Posted on October 20, 2022
I had no idea I was an OG. I had no idea what it meant. Here’s how I found out.
I recently went to a reunion of my old bitcoin meetup held at Plug ‘n Play in Sunnyvale. Wow, look at all the people. We had 10 or 12 in the group when I began. (have’t been in 2 years). Nothing like the old days of January 2014. That was, as far as I can tell from my records that the first time I attended a meetup (and where the hell was Scott Robinson, fearless leader, who was so kind as to show me how to access my transactions on the blockchain so as to get a refund, an event seared into my memory amongst all the other things he did such as bring the best and brightest of BTC people to our meetup as speakers? Missed you and TY, Scott)
Someone asked me when I first started in BTC, I told him, he grabbed me from my solitary stance eating a slice and took me over to a group and intro’ed me as an OG. I looked confused. He explained. TY!
Somewhere in this timeframe I opened an account at Coinbase. I mention this because they are currently manually verifying me, a process which takes 2 days according to the text and email they sent. Why are they verifying? Because I needed 2FA authentication to get back in yesterday and they sent the code and none of my apps for authentication were working. Silent scream. Worked on getting authy back. Problems there too even after re-install. What the hell was going on? I think this has to do with recent transfer of phone – my son got a new iPhone, I got his. (Yea, I’m fine with this.) All went well except for this?? Not sure if this is the reason, still trying to figure it out.
Meanwhile Coinbase is offering me other options to get in. My license and selfie don’t seem sufficient and they changed wait time from 10 minutes to 2 days. This triggered a memory. Way back when Coinbase was young, in 2013 I had another “verify” problem. I received the following from support:
I completely understand and regret the frustration this is causing. Unfortunately, we do not have a process in place to manually verify accounts at this time. While you are still able to purchase up to 10 BTC, sell up to 50 BTC per day, and take full advantage of our bitcoin wallet services, it may not be possible to verify your identity using our current system.
Please know that we’re actively working to improve this system so that it becomes a much more convenient process in the future. Implementing new identity verification measures requires careful consideration to provide convenience to our legitimate users, and safeguards to protect against malicious users who may be trying to steal others’ identities.
I apologize that I cannot completely resolve this issue at the moment, but please feel free to send me a message anytime if needed!