Robert Weyreter

The Semiconductor Value Chain We have created an infographic explaining the complex industry dynamics of semiconductor manufacturing, showing how key players like $TSM, $NVDA, $ASML, $TXN, and $CDNS fit into the ecosystem:

@akumar Great point @akumar! I'd wonder if Apple/Google relationship in search can be boiled down to Apple user preferences and the est. $18 – $20B Google paid in 2022 to be the default search engine on Safari. Microsoft would need a very competitive offer to shake up that deal.

the question isn't if Bing can take marketshare from Google. it's if they can be a reliable partner to Apple and not ever lose to Google again. That's enough.

Interesting! With Microsoft's early investments in NLP through OpenAI, I wonder if Bing could finally pull market share from Google in search. @axios @inafried axios.com/2023/01/04/mic…

"Friendship is dwindling — Americans report fewer close friends than they did thirty years ago...1 in 7 men in the U.S. don't have a single friend." -@profgalloway @section_four #chartoftheweek I wonder how social isolation caused by the pandemic has impacted this trend.

My first tweet after verification.

VOTE! 🗳️ Polls close at 6pm today in Marion County. Also, please do not forget to research and vote in local races which can have a greater impact on your day-to-day than the swings in national politics.

More Americans are getting news on TikTok (26% under 30) - @pewresearch. This is alarming given ByteDance is inextricably linked to the CCP. Absent government intervention, we could see a greater risk of foreign interference if this trend continues. pewresearch.org/fact-tank/2022…

Tik Tok's popularity among US teens has continued its dramatic ascension YOY. The conversation re @Twitter's privatization often fails to consider its plummeted interest among a demographic critical to online advertisers, where ad spend remains its primary revenue source.

US Federal Deficit is set to shrink down to $1 trillion from its record $3 trillion high in 2021. Incredibly, the forecast estimates in a couple of years that less than half of the deficit will be from spending, the majority will be interest payments on the debt. @chartrdaily

"Courtroom dramas, especially those featuring celebrities, have long been a staple of the American media appetite, but this one stands out as the first major trial to go viral in the TikTok era." @axios @sarafischer @nrothschild3 axios.com/2022/05/17/amb…

I am a proponent of wildlife conservation, but even I think this is ridiculous given the possible carbon reduction, energy independence, and impact on the war in Ukraine. We can’t miss the forest for the trees in these decisions.

“Europe has a plan to stop buying Russian natural gas…by installing wind turbines and solar panels on a massive scale, but a gauntlet of opposition and bureaucracy stands in the way.” ⁦@EricSylvers⁩ ⁦@DJMatthewDalton⁩ ⁦@WSJ⁩ wsj.com/articles/europ…

Real ecological conservation requires nuanced advocacy that our political duopoly seems incapable of. Protecting Pando appears to require increased hunting permits & eliminating cattle grazing in Fishlake, which is a not a win for either party. nationalgeographic.com/environment/ar… @NatGeo

“Antipsychotics & antidepressants…are no psychiatric penicillin. For some sufferers, they provide a measure of symptomatic relief…but at the same time we should…not exaggerate their value.” @johannhari101 has also been saying this for years! latimes.com/california/sto…

"Electric vehicles displaced roughly 1.5 million barrels per day of oil last year...an amount slated to grow as EV sales keep rising." Interesting that passenger vehicles made up only 13% of that number. axios.com/2022/05/18/evs… @BloombergNEF @axios @alneuhauser

"Supply chain pressures finally had started to ease — just a tad — in January. Then came Russia's war in Ukraine, and China's latest round of punitive COVID-related lockdowns." @axios @MatthewPhillips @EmilyRPeck #story2" target="_blank" rel="nofollow noopener">axios.com/newsletters/ax… #axiosmarkets

New York AG opens an investigation into social media companies in connection with the Buffalo mass shooting. @axios I am not opposed to this, but liability seems unlikely given how Section 230 of the Communications Decency Act is currently written. axios.com/2022/05/18/ny-…

“Delin­quen­cies on sub­prime car loans and leases hit an all-time high in Feb­ruary, based on Equifax’s track­ing that goes back to 2007.” ⁦@WSJ⁩ ⁦@AAndriotis⁩ wsj.com/articles/more-…

71% of @EA’s estimated FY22 revenue is attributed to its live services. (Source: @chartrdaily). There is no question this is the future of gaming revenue, whose global industry is larger than that of global film and North American’s sports industries combined. @MarketWatch.