The Ledger
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Baker: Intel or Samsung will break discipline in the semiconductor foundry market
“One of Intel and Samsung, they're not going to stay disciplined. They will break, and then at some level that will force everyone else to break.”
Thompson: Massive compute demand solves TSMC dependence by funding alternative foundries
“The way to solve the geopolitical problem of Dependence on TSMC is to come up with a compute use case that is so massive that everyone is economically incentivized to bring other people up to speed. And then we get the sort of geopolitical insurance for free.”
Clear CEO: Very little stands in the way of universal facial recognition
“I don't think a lot. I don't think there's a lot. I mean look at your iPhone or your Google phone, Samsung, right? First touch ID started, I think in. Or something of that nature. And then face ID. So, I don't think there's a lot in between that. I think it ma…”