Kumar Thangudu

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When the semiconductor industry got access to the technology to reverse engineer chips, the quantity of new chip designs and output went up dramatically. ...

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Good twitter thread worth reading. action-text-attachment sgid="eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaEpJamhuYVdRNkx5OXdiM04wWTJGeVpDOUJZM1JwZG1WVGRHOXlZV2RsT2pwQ2JHOWlMelE1TURjMlAyVjRjR2x5WlhOZmFXNEdPZ1pGVkE9PSIsImV4cCI6bnVsbCwicHVyIjoiYXR0YWNoYWJsZSJ9fQ==--6

oilstorage.engineersf.com - put this together. Have a gander. tldr - Oil storage lowers the likelihood of long term elevated oil prices from geopolitical events. The bigger the buffer, the shorter the impact of conflicts. The game mechanics of oil price m

My mind is racing.

Powell Industries ($POWL)) makes medium voltage bespoke switchgear and packaged power solutions and is HQ'd in Houston, has 3k employees, and is 80 years old. action-text-attachment sgid="eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaEpJamhuYVdRNkx5OXdiM04wWTJGeVpDOUJ

I figured America would have to cope with burgeoning infra, healthcare, defense, defense, and pension debt sometime in the next 5-15 years. After some deliberation and brainstorming, I think we can kick the can down the road by 25-50 years and we have ple

My theory on this is that as a civilization, humans are experiencing the pains of a system of living introduced 137 years ago, that unless confronted, will topple the western way of life. We cannot advance our next generation unless we remove the care (he

This blog post was triggered by my theories on how the tyranny of taking care of elders will encroach upon every expense the state adds to the taxpayer, even our transport. TLDR We just witnessed history's largest social experiment - and it bombed spectac