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eigenrobot's profile
eigenrobot
eigenrobot
eigenrobot
@eigenrobot

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eigenrobot

@eigenrobot

robot. friend.

eigenrobot.substack.com
Joined July 2013

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    eigenrobot‏ @eigenrobot Feb 23

    eigenrobot Retweeted Anjani Trivedi

    hmmmhttps://twitter.com/anjani_trivedi/status/1364392820761522177 …

    eigenrobot added,

    Anjani TrivediVerified account @anjani_trivedi
    The chip shortage is deepening. Its now expected to last even longer than it was just a few months. Carmakers across the world are struggling, with Porsche's CEO this week saying its "very serious"; GM & Ford could see their earnings slashed by about a third this year, per Moodys
    Show this thread
    11:51 PM - 23 Feb 2021
    • 41 Likes
    • acid shill Anтi-Uтopian Dennis Clark no 0.005 Seconds To Madness (30/300) dreadnought Just a man with an internet connection
    6 replies 0 retweets 41 likes
      1. RE-OPEN THE SIZZLERS‏ @CaesarSalad99 Feb 23
        Replying to @eigenrobot

        pic.twitter.com/YcS6jXBu9X

        0 replies 0 retweets 3 likes
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      2. Lawyer Dog‏ @TheClarksTale Feb 24
        Replying to @valueless_user @eigenrobot

        It looks like any one buyer could bid higher for chips vs other buyers, but the mfr's need months to years to ramp up relevant capacity to meet overall demand.

        0 replies 0 retweets 3 likes
      3. End of conversation
      1. New conversation
      2.  🕯️‏ @thevoidbeckon Feb 23
        Replying to @eigenrobot

        Chip companies bn skyrocketing this year and will probably continue to. I have to imagine more companies aren't far behind Tesla in beginning production of their own proprietary chips at this point. The demand is through the roof in perpetuity in today's world for everything chip

        1 reply 0 retweets 1 like
      3. Reductionist‏ @idontwa86202030 Feb 24
        Replying to @thevoidbeckon @eigenrobot

        This seems to be more about ECUs on old nodes, not complex SOCs on advanced nodes, so switching to a Tesla-like architecture (2-3 big SOCs, instead of 100 ECUs) should be positive for supply, bc you're less dependent on old nodes.

        1 reply 0 retweets 2 likes
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      1. Lawyer Dog‏ @TheClarksTale Feb 24
        Replying to @eigenrobot

        May be a good time to buy 2018 models

        0 replies 0 retweets 1 like
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      2. Technocrat of Organized Chaos‏ @Westphalite Feb 24
        Replying to @eigenrobot

        why is there a chip shortage, robot

        1 reply 0 retweets 8 likes
      3. eigenrobot‏ @eigenrobot Feb 24
        Replying to @Westphalite

        @selentelechia is very hungry these days

        1 reply 0 retweets 11 likes
      4. Show replies
      1. Just a man with an internet connection‏ @Verminlord_Nate Feb 24
        Replying to @eigenrobot

        I know it's to keep costs down, but it kind of amazes me that so many companies rely on the "just in time" supply method to keep themselves running with how volatile it is. Especially in markets where the resources you need take such a long time to manufacture.

        0 replies 0 retweets 0 likes
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