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US Intel

(stratechery.com)
539 points maguay | 2 comments | | HN request time: 0s | source
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rickdeckard ◴[] No.45025088[source]
> "The single most important reason for the U.S. to own part of Intel, however, is the implicit promise that Intel Foundry is not going anywhere."

If the last 8 Months of this year has shown something, it's that every decision the US takes could be considerate, but as likely also completely random and reversed and bent at any moment in the future.

Accepting those risks in order to sell in the US-market (assuming it would be required) requires that the US-market also provides the commercial rewards.

For now I don't see that this is secured in sufficient volume to justify such an investment, considering that it will take YEARS for Intel to actually become a viable foundry and have a customer product ready to be produced there. And I'm not even talking about the potential cost-increase vs. an established high-volume foundry...

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klooney ◴[] No.45028304[source]
Best case, we get President Vance before 2028 and things settle down.
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maxhille ◴[] No.45028467[source]
Well given Vance's connection to Peter Thiel I don't think it would be less destructive
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klooney ◴[] No.45028996[source]
It would be less mercurial, I think, although Vance is such a a political chameleon I don't totally know what he would do if he got his brass ring.
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1. kingkongjaffa ◴[] No.45038627[source]
> Vance is such a political chameleon

What makes you say that?

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2. nemomarx ◴[] No.45039253[source]
He's reported to have many more liberal friends when he was in college, used to be vocally anti trump, wrote a book criticizing rural Americans and their culture before running on a base of them. That kinda stuff.

At minimum he's made a never Trump - maga pivot for political expediency but it also seems like his positions are tied to whatever Peter thiel wants