Imo this year had a pretty good lineup for TV shows. So far we’ve had severance s2, Andor s2, the pitt, adolescence and the rehersal. All outstanding television imo. Murderbot is decent, but the 20-25min episodes per week are just way to short.

I definitely agree that this is a big problem happening way too often, but not sure if it is the case here.

First of all we need to remember that the majority of debt came from AT&T splitting off Warner and saddling it with billions of debt (this is where i see the root for many of the problems), not from the Discovery side at their merger or the split now. Secondly as i understand it the linerar networks are obviously the declining assets, but still the ones with more profit/revenue.

That makes it a judgment call whether one believes that those will be able to pay off this debt, before they become irrelevant. This might indeed involve cost cutting measures and negative effects, but who would invest in this business today? So long as there are no public bailouts involved i’d be fine with letting the debt holders judge by themselfes if they are fine with this (i assume they had a say in allowing this?). I guess this might be sad for CNN and some of the sports programs, but i feel like most people here won’t care too much what happens with the likes of TCL or HGTV.

The part we probably care more about (Warner/HBO) is the one getting the clean slate. Whether they try to make it work as a studio with streaming service on its own or try to sell it to someone else we will see. So presumably not a situation like JoAnn fabrics or Toys’R’Us where a liked company was saddled with debt and bled dry.

They’re effectively undoing the merger that they did just a few years ago

The big difference is that the declining cable networks and more importantly also the debt is apparently in the Global Networks company. Tbh i am not sure if there would have been any other solution to get those away Warner/HBO this clean.

So after this brief merger they are already splitting again? But this time Discovery gets loaded up with the declining linear television parts and I assume also the huge pile of debt?

Obviously share ownership adjusted accordingly, but I guess there would have been no other way to transfer the debt and declining business parts directly to discovery or someone else. Because no one would take that deal even for free.

I might actually see this as a win for movie/television fans as I doubt there’d been a faster way for warner/HBO to become separated from the debt and cable stuff.

The re-rebranding back to HBOmax makes more sense now.

It’ll be interesting to see how this changes CEO pay. Does Zaslav take a pay cut since he now manages a much smaller company? I doubt it. I bet he gets another performance bonus and on the other side the former CFO now CEO of the new company will also be paid handsomely to handle the crappy parts. Leading to overall even more management salary.

Guess it is too hard to pick a single scene from “Grave of the Fireflies”? That movie is basically an emotional gut punch from start to finish.

I mean comparatively to HDDs.

Of course there are also challenges to making a high capacity SSD, but i don’t think they are using fundamentally new methods to achieve higher capacities. Yes they need to design better controllers and heat management becomes a larger factor, but the nand chips to my knowledge are still the same you’d see in smaller capacities. And the form factor has the space to accomodate them.

If HDDs could just continue to stack more of the same platters into a drive to increase capacity they’d have a much easier time to scale.

How about a 122.88tb SSD? Large SSDs are pretty common in the enterprise market and arguably much easier to manufacture since you only need to put a bunch of nand chips on a pcb.

How would the EU scale such operations specifically? My understanding is that the hardware used here is comparatively minimal and Ukraine uses (and produces) multiple times the amount of drones used here weekly. And i don’t think those were super high tech drones either. So that surely isn’t the limiting factor here.

This really comes down to planning and boots on the ground to execute the plan. I am relatively sure that the west is sharing satellite images and other intelligence regarding targets with Ukraine. But you can’t really expect the EU to help with manpower in Russia.

Your claim that they would advertise it is speculation. What would be the purpose of that?

To advertise that they can? In return what would be the purpose to hide it?

They do seem to make their advancements at least somewhat public, e.g. with their recent progress with a EUV light source.

I am probably on the pessimistic side and you maybe on the optimistic, so the reality will likely end up being somewhere in between (but only time will tell).

China will do this because they have massive talent mass and ressources, and because they have to.

Well it also was developed in the west by a large amount of talent and resources and still took a lot of time. But you are absolutely right that their hand is being forced.

Restricting exports like this imo was a huge mistake, imo especially in regard to duv. In the end it might have achieved some damage in the short/medium term, but that wasn’t anything the us could capitalize on and it also directly hurt ASMLs profits (meaning less resources to advance). And regardless how the timeline ends up looking on the end (be it closer to your or my prediction), physics are the same everywhere so that can’t be restricted and they will eventually be able to figure it out.

GAA is the next evolution of transistor architecture from FinFET, but as far as I know has no direct link to smaller process nodes. In that (to my understanding) it doesn’t require small nodes and could be used just as easily in larger ones. It’s just that it is more difficult so until now there were other easier ways to make progress. However with new nodes getting more expensive and giving less scaling gaa and other things like backside power delivery are being pursued.

We will have to see if the process is actually good, but I have little doubt that China will become competitive in EUV within 5 years. But if they have it already next year, that will be very fast.

So not only do you expect China to have a working domestically produced EUV machine within 5 years, but a competitive one? Or possibly even next year?

Next year is just pure fantasy that I don’t think even the most optimistic would assume. If they were anywhere close to that we would already know. They’d have shown a working prototype by now.

Euv is crazy difficult and you not only the result of a single company ASML, but many highly specialized companies that are leaders in their respective fields and all over the world like e.g. Zeiss for for the lenses. So for China to replicate it domestically they’d need to copy the whole supply chain. Which is orders of magnitude more difficult than what they’ve done in other industries like electric vehicles or solar panels.

Imo if they have a working prototype of a complete EUV machine within this decade it would already be impressive. But that would still be far off from mass production or wherever the industry is by then (Intel is currently trialing high na EUV). Also for reference Wikipedia says ASML had their first prototype in 2006 and we know how long it took to being that to mass production. China as a second mover might have an edge that speed things up, but just knowing how it works in theory isn’t enough and there are o shortcuts.

But maybe they also pursue another technique such as nano imprint (like canon) to achieve smaller nodes. Maybe that would be easier to replicate without existing global supply chains.

Well there are claims that Huawei is aiming for 3nm with GAA with tape out next year See Here.

I think we shouldn’t forget that the nm numbers really are just that: Numbers. They don’t correspond to any specific measurements and can be chosen more or less arbitrarily. So 6nm for example might just be a slightly refined 7nm node.

Another thing is power efficiency and yields. If they get 4060 performance at terrible yields and with massive power draw then it is very different to getting there at similar parameters as Nvidia.

If China does end up cracking EUV by themselves it would indeed be massive. It’s arguably one of the most complex things mankind has ever done. But there are so many factors to get right that tbh I don’t see it happening any time soon.

Do you even have to pay hosting costs, if you put a game on steam or does valve not distribute your game for free?

If I’d have to guess the bigger issues with a game like this would be licensing or that delisting allows some form of tax advantageous asset depreciation.

When watching the machete order, did you skip episode 1 like suggested here? Because if yes, then watching it this way and then adding the sequels seems like a contradiction to me. Episode 1 may be a failure in execution, but the core concept imo is solid. Can’t say the same about the sequels, even if they look prettier (to the point of doing stupid scenes just for the visuals).

I’d imagine that “school” in that context is used more broadly and encompases stuff like kindergarten.

A look at their website shows that they seem to also have a preschool and elementary school. It even currently says that you can enroll your kids born 2023 now “even if they don’t start in 2026”, which implies that starting 3 seems to indeed be a reasonable time to join their preschool program.

They overinvested funds into stuff they didn’t need (disney buying lucasarts and such)

I do agree that they overspend on a lot of things, but in my book buying Lucas Arts for $4b was a steal. I think they mostly got it for so cheap because George Lucas wanted to be done with it. Even with the way misshandeld it (bar some highlights like Andor), this was most certainly a good investment.

I mean the sequels were bad and yet those alone made more than $4b at the boxoffice (yes I know that isn’t profit, but just to give some perspective). And star wars is also a powerhouse in terms of merchandise sales, think of the amount of baby Yoda toys being sold.

Considering her future job as queen will involve a lot of diplomatic and ceremonial functions it does kind of make sense to me that you’d want her to gain some international experience.

Also on a personal level i’d imagine it is much easier to have some resemblance of a private life in a foreign country, especially at a prestigious institution where plenty of others share notable backgrounds, compared to going to a local university where everyone knows who you are. In a small country like Belgium you probably don’t even have much choices as to which university even offers a good program in your chosen field.

Edit:

Elisabeth initially studied at St John Berchmans College in Marollen, Brussels from September 2004 until August 2018. This marked a significant change in Belgian royal tradition, being the first time that a future Belgian monarch’s education has begun in Dutch

In May 2020, the Belgian Royal Court announced that Elisabeth would undertake military training. On 31 August 2020, Elisabeth entered the Royal Military Academy in Brussels, studying social and military sciences

- wikipedia

Really seems like the worst candidate to make this accuse against

To me this news seems more targeted towards european audiences, which couldn’t vote for Trump anyways. Normally you’d expect someone like her to be the last one affected by something like this, if at all. So this drives home the point that it can literally happen to anyone, not just certain groups.

Another aspect of why it often is better is that it allows them to avoid paying taxes on sales and already accumulated profits, which is desirable because of the compound interest effect.

I think if using something as collateral for a loan would create a taxable event and eliminate this advantage, then they would care a lot less about the arbitrage play between interest rates and average long term stock returns.

But an awesome tech demo.

In a similar fashion I enjoy listening to podcasts while running. I find music to in a way get filtered out by my brain after a while whereas podcasts keep me engaged. Inversely I can’t really focus on podcasts in the gym where I am switching up exercises.

Over time I’ve also optimized my listening experience by getting a pair of bone conducting headphones and a watch that can store and playback podcasts, so I don’t have to carry around my phone on runs.