fish

drone warfare -> loitering "membranes" -> deployed infra turn over (losses) -> infinite mic profits -> rapid growth in localized manufacturing hubs -> suneater labs comes online -> additive manufacturing couples to self assembly engineering -> molecular manufacturing (china first, not fully drexlian) begins.

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we’re rebuilding a proper fucking country 4 good men came and manhandled the future of manufacturing into my garage with me because they didn’t want to see me spend on equipment rental id never even met 3 of them WE’RE REBUILDING A PROPER COUNTRY

we're building ASML for quirked up white boys

I live in Eindhoven, ASML town. Heard this from folks inside... Over the years ASML promoted a lot of strong EUV people into architect roles, group leads, management tracks. Built up serious layers. Classic growth pain. Then McKinsey comes in , says cut the management layers to speed things up. So now those same high performers, real good EUV experts, who got promoted are the ones on the block. About 3400 roles targeted, mostly management. Half will be reassigned, rest gone. Big hit in Veldhoven/Eindhoven area (~1400), some in US. Unncertainty is high, unions talking, details probably land around April. At the same time, ASML is still planning massive growth. The new campus near the airport just got final green light from city council. Construction starts soon, phased build-out. Long term they talk ~20,000 new jobs in the region (first wave ~5k by 2028). And the layoff packages are subpar. Philips is also based in the same town. And they had layoffs due to serious financial issues last year. Their layoff packages were much better than what ASML is offering. What a way to kill tje company culture. Especially at a time when the company is printing money.

“How much of your orbital data center is dedicated to thermal radiators?” “Yes”