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Unless of course you have a school with a math department and a math team that competes.

Across American I'm sure it's the exception, and not the rule, to have a math department and a math team.

But in California, especially the Bay Area, they're not uncommon. All the public high schools, and many of the middle schools, in my city have them. Private schools will vary based on their priorities.


That's funny but $200B seemed way too small. Then I found this: https://www.pgpf.org/chart-archive/0053_defense-comparison

"The United States spends more on national defense than China, India, Russia, United Kingdom, Saudi Arabia, Germany, France, Japan, and South Korea — combined."

!?

And $200B is inside the consensus estimate of $200B to $300B. Wow.


Not to forget, Apple also controls the app store and billions of devoted fans with iPhone with push notifications /g. Seriously I am wondering when will we see a corporation go to war in a kind of futuristic Opium War sort of battle.


I'm not a fan of comparisons like that because they don't account for cost or standard of living between counties, just raw exchange rates. It would be especially pronounced when including countries like India and Russia.


You're right, but when the numbers are so lopsided on the US' favour, there's no way in hell that cost of living can account for such a stark difference.

I mean, the US has 20 aircraft carriers and the rest of the world has 28. The proof is in the pudding.


The proof is actually in the eating, not the pudding.


This is what the TSMC construction site in Arizona looks like.

https://www.bizjournals.com/phoenix/news/2022/05/26/tsmc-pho...

They’re probably not hiding something like that in Cupertino.


It’s in basement level 2 under the mothership, directly under the Apple Car test track on basement level 1


Not even a reality distortion field can make something bigger on the inside. :D


In that scenario how does Apple source all the parts made in China? They would be better off paying the 6%


It’s not just 6% it’s also losing a negotiation which is much much worse. Other suppliers will start to play hard ball, it’ll never end.


Exactly. And they pretty much have to make a deal because if they don’t it’s mutually assured destruction.

There’s so seller like TSMC and no buyer like Apple.


There’s no way it’s that simple between Apple and TSMC.

Apple also has something TSMC desperately needs too: the ability to pay upfront and guaranteed volume.

Turning these lines on and off is basically impossible so guaranteed volume is a way to smooth out demand and is needed for planning.

These factories are tremendously expensive and getting cash upfront is basically a zero interest loan in a time of high interest rates.


The TSMC fabs aren't idling. Between AMD, Intel, nVidia, Broadcom, Google, Amazon, etc. They've got customers with more demands for their chips than they have capacity to provide.

If apple doesn't go to them, I think the only other option is Samsung? But I don't know that Samsung's fabs are open to third parties.


Well, the facts are a little different. Apple is 25% of the volume on the latest nodes and Intel just had an awkward conversation with TSMC saying "Oh, those orders, no, we actually meant the year after", so Apple very much has TSMC "by the balls".

Samsung has produced parts for others for a Very Long Time, most famously NVIDIA (not "nVidia" since many decades) use(d) them.


Nvidia just announced they have a glut of unsold inventory. They are the last company that is going to make up the slack.


> If apple doesn't go to them, I think the only other option is Samsung?

Shorter-term that's true.

Apple is well known at times to think longer term on logistics, strategy. If push comes to shove, there are two additional options for Apple.

1) Political. Taiwan not being China depends on the support of the US. Apple is a economic security prize for the US, a strategic asset. Apple can get powerful politicians in the US to lean on Taiwan, which can dictate TSMC's behavior to an extent. This would prompt increased compromise from TSMC (3-4% hike, not 6%).

2) Apple starts investing into fabs and builds a TSMC competitor from the ground up, perhaps in alignment with ASML (Europe very much wants an improved semiconductor context) and a few US partners (build the fabs in the US and Europe for national security purposes). Apple is one of the few companies where you have to take this potential seriously, they can safely bankroll it entirely by themselves if necessary.


> But I don't know that Samsung's fabs are open to third parties.

They most definitely are, my employer has sent trial tape outs to them recently.


Obviously a modern system is going to have better control and range over temperature, but it does come at a cost. According to the link from datameta the older techniques do have a measurable effect.

https://www.bbc.com/future/article/20210810-the-ancient-pers...

"Scientists have recorded a temperature difference of 16C (29F) between the outside and inside of the visitor centre, despite the many bodies regularly passing through."

I imagine the best systems are the ones that combine both ideas. Such as Apple Park:

https://www.architecturaldigest.com/story/apples-new-campus-...

"A Building That Breathes: Between each floor of the building is a canopy that juts out, mainly to protect employees from the intense California sun. Tucked within each canopy is a ventilation system that funnels air in and out of the building. Apparently Jobs, who was not a fan of air conditioning, wanted his employees to feel any passing breeze as if they were sitting outside. Through a variety of sensors, the building can maintain a temperature of 68 to 77 degrees Fahrenheit, all by using an intake and release of natural air."


> I think it'd be fair to say that they don't make you 'dwell in darkness' as much as a solid wall would...

Especially if they are motorized. It's the only home automation thing that I actually find very useful in my home, which has huge glass windows, that I love.

I have a little process that checks the UV index level once an hour. If it's above 6 it closes them and if it's below 6 it opens them. I know UV index doesn't actually track temperature, etc. But it's a good enough proxy for the sun it up and it's bright. And it does a good job of keeping the windows unblocked during mornings and evenings.


It's basically a 3 star review, the labels don't actually matter. Is a 3 star good? or is it bad? Who knows. It either depending on context. And that's why people don't like it.


Sure but the future is uncertain and when you’re selling ads it’s hard to control revenue. It’s much easier to control expenses.


> the future is uncertain

much less uncertain than any other companies IMO. They're printing money.


Today sure. But remember you have to boil the frog slowly lest it jump away.


They've pretty much thrown the frog straight into the boiling pot havent they?

In april they held a private concer featuring lizzo, then in july tell employees to increase productivity.

From lizzo to layoffs in two months.


I mean how? Advertising expenses drain much faster in down turn.


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