Eat The Bugs, Pay For The Water

April 23rd, 2025

Way back in the dim mists of time, when Conan O’Brien had a show on TBS and Bill Burr hadn’t yet contracted TDS, Burr had a bit ranting about how Nestle CEO Peter Brabeck-Letmathe wanted to own all the water:

“Dude, this guy wants to own the rain! Can we do something about this guy?”

Well guess who just became head of the World Economic Forum?

The founder of the World Economic Forum Klaus Schwab has stepped down from the organization’s board of directors after more than 50 years at the helm.

He will be succeeded on an interim basis by the WEF’s vice chairman Peter Brabeck-Letmathe, the former Chief Executive Officer and Chairman of Nestle SA, according to a statement by the forum.

So the guy who wants to own all the water* is now running the wanna-be world government that wants you to eat the bugs.

Here’s a picture of the guy:

Yeah, I have the same question as you do: What’s the deal with his eye? Not the Bee doesn’t know either, though they point out that it’s just the latest instance of a WEF head looking and acting like a Bond villain. They mention the possibility of death ray exposure, but we also have to consider adrenochrome and reptoid blood side effects…

Speaking of Klaus, no sooner did he step down than stories began to circulate of accusations against him for the usual expense abuses.

In an anonymous letter from sent to the board of directors by ‘current and former Forum employees,’ Schwab and his wife are accused of commingling their personal affairs with WEF resources without proper oversight, and much more…

Among the most serious allegations:

  • Schwab asked junior employees to withdraw thousands of dollars from ATMs on his behalf and used Forum funds to pay for private, in-room massages at hotels.
  • His wife Hilde, a former Forum employee, scheduled “token” Forum-funded meetings in order to justify luxury holiday travel at the organization’s expense.
  • The letter also raises concerns about how Klaus Schwab treated female employees and how his leadership over decades allegedly allowed instances of sexual harassment and other discriminatory behavior to go unchecked in the workplace
  • Other allegations include the Schwab family’s use of Villa Mundi – a luxury property bought before the pandemic by the Forum located next to the organization’s Geneva headquarters, which the whistleblower letter maintains that Hilde Schwab maintains tight control over, and which the forum paid $30 million to purchase and another $20 million to renovate – also overseen by Hilde.

    In recent days Schwab is said to have railed against an investigation – telling board members that he denied the allegations and would challenge them in a lawsuit, according to the report.

    Instead, the board launched a probe during an emergency meeting on Easter Sunday. In response, Schwab resigned immediately as chairman vs. staying on for an extended transition period as previously planned.

    A spokesman for the Schwabs told the Journal that they deny every allegation in the whistleblower complaint, and that Klaus will file a lawsuit against whoever’s behind it – and “anybody who spreads these mistruths.”

    Furthermore, Scwab says he paid the WEF back for said ‘in-room massages’, and denied the allegations about luxury travel and withdrawing funds.

    Is this any way to run an evil organization bent on world domination? Did Ernst Stavro Blofeld ever have to justify the expense of a volcano base to a SPECTRE audit committee?

    I think not.

    Anyway, if you’ve ever contemplated putting in a rainwater collection system, now might be a good time to get ahead of the curve…


    *Yeah, Brabeck-Letmathe later “clarified” his remarks, and yes, I know the difference between positive and negative rights. Still, the chairman of a bottled water company talking like a left-wing parody of an Ayn Rand protagonist does rather give one pause…

    Democrats, NGOs And The Deep State

    April 22nd, 2025

    The USAID revelations exposed one of the ways Democrats continue to enforce their agenda even when out of office: Through taxpayer funded NGOs.

    As we’ve learned recently, partly as the result of Department of Government Efficiency digging, many “non-governmental” entities are really just fronts for government activities that Americans would never stand for if Washington attempted them directly.

    For example, America’s border crisis was funded in large part by President Joe Biden’s government, which sent large sums of money in the form of grants to various NGOs that helped train migrants on how to get to the United States — and how to claim asylum when they arrived.

    NGOs helped the illegal immigrants with expenses on their way, and then provided legal resources and more than $22 billion worth of assistance for them — including cash for cars, home loans and business start-ups — once they got in.

    This was US taxpayer money, laundered through “independent” organizations that served to promote goals contrary to US law, but consistent with the policy preferences of the Biden administration.

    So if you were wondering who was paying for Biden’s illegal alien invasion: You were.

    Under President Trump, this funding halted — and, unsurprisingly, the flow of illegal immigrants did, too.

    Likewise, the weird wave of sudden global enthusiasm for “trans rights” and novel ideas about gender turns out to have been largely funded by the US government through USAID grants.

    Federally funded NGOs spent millions on everything from a transgender opera in Colombia, to a campaign promoting “being LGBTQ in the Caribbean,” to an LGBTQ community center in Bratislava, Slovakia.

    As data expert Jennica Pounds (“DataRepublican” on X) put it, “Over the last few months, we’ve come to a realization that should have landed much harder: NGOs weren’t just adjacent to government.”

    They were tools of government, “the parallel government,” Pounds wrote, specifically doing things that Washington bureaucrats knew full well they couldn’t easily do themselves.

    The big surprise is that we’re so surprised this has been going on.

    The lack of accountability also made NGOs a perfect conduit for funneling money to Washington insiders.

    It’s been a profitable cycle: Politicians fund agencies; agencies make grants to NGOs; NGOs hire politicians’ wives and offspring — and sometimes the politicians themselves, once they’ve left office.

    Sen. Sheldon Whitehouse (D-RI), for example, voted to award $14.2 million to Ocean Conservancy since 2008, Fox News reported — and the NGO, in turn, paid his wife, Sandra Whitehouse, and her firm $2.7 million for consulting work.

    One hand washes the other, and you’re the one paying for the soap.

    No wonder the Washington establishment went crazy when Trump and DOGE started cutting off such funds.

    And it was striking to see how many NGOs folded their tents almost immediately when Trump shut down USAID’s sprawling and largely unmonitored grant-making activities.

    An NGO that can’t function without government money is anything but “non-governmental.”

    This is part of a global pattern.

    Most developed countries are, at least nominally, democracies — but pretty much all of them have evolved various techniques for ensuring that the voters know as little as possible about, and have as little influence as possible on, what’s being done with their money.

    The bureaucracy — described as far back as the 1930s as a “headless fourth branch of government” subject to no real political control — makes most of the decisions.

    Deep, meet State.

    Taxpayers’ money is doled out via vast omnibus bills that make scrutiny, much less actual control, of what is being spent nearly impossible.

    And then, to make it even more opaque, much of the money flows to NGOs and domestic nonprofits that spend it in obscure and often untraceable ways, so voters have no way of knowing, or ever objecting to, what is happening with their cash.

    DOGE’s ongoing federal spending probe has made all this apparent.

    But it’s going to take political will to do something about it.

    Drastic cuts to federal spending in general is a first step: Republicans now hammering out a budget bill in Congress must hold firm on that promise.

    But they must also move to drastically limit — or even outright ban — federal grants to private organizations, and at the very least to require rigorous audits of every grant that’s made.

    Indeed.

    Every government agency that’s been doling out money this way, via grants to NGOs or “consultants” who somehow make tons of donations to Democrats, needs a forensic audit to determine where the money was going, with indictments where the money was clearly supporting policies that violated federal law or lining political pockets.

    Let a thousand audits (and prosecutions) bloom…

    Somebody’s Lying About Chinese Exports

    April 21st, 2025

    According to China, their exports hit a new high in 20204.

    China’s foreign trade hit a record high in total value in 2024 as the world’s second-largest economy further consolidated its top position globally in goods trade.

    The nation’s total goods imports and exports in yuan reached 43.85 trillion yuan (about 6.1 trillion U.S. dollars) last year, up 5 percent year on year, according to data released Monday by the General Administration of Customs (GAC).

    Exports grew 7.1 percent year on year to 25.45 trillion yuan last year, while imports expanded 2.3 percent from one year earlier to 18.39 trillion yuan, the data showed.

    I have my doubts.

    We looked at the situation just under a year ago, and there hasn’t been any shortage of “China is doomed” videos (many from China Observer) depicting the effects of of deep recessions in many of China’s export sectors since then. Video after video shows closed factories, shuttered storefronts, and people complaining about a lack of jobs.

    This one, from a year ago, talks about a drastic decline in Chinese exports:

    Here’s a video on how Microsoft is just the latest western company to pull out of China entirely:

    Or this video from early December, showing how supply chain companies in Guangzhou are failing from lack of business and vast rows of shops are now closed:

    Nor have things improved this year. This video, from two months ago, of a businessman complaining that no one is buying industrial machinery because exports are way down:

    Or this video of Shanghai from five days ago, talking about a 90% decline in foreign investment in China and how lots of shops in Shanghai are closing down.

    Or another video from five days ago, of Yiwu International Trade City already reeling from Trump’s sanctions:

    Somebody, somewhere is lying about the strength of China’s economy and the health of their export sector. Remember, there were already plenty signs of a slowing economy in China before Trump took office. Is China Observer overselling economic difficulties in China? Probably some. Gloom and doom is their stock in trade. You never get any “Everything in China is honky dory!” videos from them (with good reason). But I don’t think they’re making things up from whole cloth.

    Everyone know China’s communist rulers manipulate economic figures to their advantage. There’s a lot of anecdotal evidence that they’re falsifying their export statistics to make things look better than they are. I rather strongly suspect that their hand in the trade war poker game they’re having with Trump is much weaker than they let on.

    Is Austin Stealth Cutting APD Budget?

    April 20th, 2025

    Remember the “Defund the Police” madness of 2020, and how the Austin City Council embraced the madness by cutting $150 million from the APD budget and how they proposed to fund a giant checklist of social justice lunacy?

    Well, it looks like the Austin City Council is about to use a budget deficit as an excuse to cut APD’s budget (as well as those of the EMS and Fire Department) again.

    The full text:

    APD, AFD, and EMS is loosing funding. The city will not tell you this, the mainstream media will. It report it.

    This coming Tuesday EMS will be shutting down ambulances to keep from calling in medics for overtime.

    How many ambulances will be placed out of servuce? They will make that determination by past call volume. This is the result of a 3 million dollar budget deficit and the city demanding a budget cut from every department. This will cut about 2.1 million from ems and 911.

    We already have enough problems with time to answer 911 calls and time to get help to people

    EMS will also be pulling administrative staff and putting them in single responder vehicles. These are squads that will dispatch the the critical calls. They can not transport.

    They are doing this just to make their response times seem faster and to stop the clock so to speak.

    IT DOSENT STOP THERE!

    AFD is losing $7 million from their budget and APD will loose somewhere around $4.1 million.

    Defeunded APD again.

    So police, fire and EMS, the three things the overwhelming majority of citizens agree are essential government services, are getting cut. Why?

    Because left wing Democrat Party activists can’t rake enough graft off those departments.

    And what are the things the Austin City Council is (probably) declining to cut? Well, let’s look at some of the items Austin was bragging about for the 24-25 budget cycle:

  • $3.6 million for the “I Belong Austin” tenant stabilization and eviction assistance program.
  • $2.7 million in one-time funding, as well as $440,000 in ongoing funding, across several City departments to support Austin Civilian Conservation Corps programming.
  • $2.2 million in planned capital spending for projects that stabilize, preserve and enhance the African American Cultural Heritage District, Red River Cultural District, 5th Street Mexican Heritage Corridor, and East Cesar Chavez District.
  • $463,000, including additional personnel, to investigate complaints of criminal illegal dumping.
  • Yeah, what do you want to bet that 95% of that illegal dumping comes from the drug-addicted transients the Austin City Council seems to love so much?

  • Six staff positions and funding to open and operate the new Colony Park District pool, the rebuilt Givens pool, and the expanded Mexican American Cultural Center.
  • Nearly $200,000 to implement a new website tool for accurate, culturally competent translation in many languages on the City of Austin website. 
  • Did Google translate cease to exist?

  • Homelessness response and prevention
  • All of these should be cut before APD. Indeed, some are things city government shouldn’t be undertaking at all, and some just seem to be designed to provide graft to the homeless industrial complex.

    So instead of cutting their precious graft, Austin City Council is, once again, defunding Austin police.

    Austin taxpayers deserve better.

    (Hat tip: John Zoch.)

    “Big Moves At The ATF”

    April 19th, 2025

    Brandon Herrara has a roundup of exciting changes sweeping the Bureau of Alcohol Tobacco Firearms and Explosives, AKA ATF, AKA BATFE:

  • “Today we’re talking about some major shakeups that are happening at the ATF right now.”
  • “A lot of shit’s on the chopping block right now, and heads are rolling at the ATF.”
  • “The ATF under Kash Patel [Amusingly, YouTube autotranscript renders his name as “Cash Pat Mattel.” -LP] has just reversed a huge pain in the ass in the gun industry and the gun community. He’s doing great things. I hope he sticks around. We’ll get to that.”
  • “The zero tolerance policy is one of the most egregious ways that the Biden administration weaponized the ATF.”
  • “They realized they couldn’t go after the individual right to keep and bear arms (I know, crazy. It’s almost like it’s in the fucking constitution). They would go after the people who were selling and manufacturing the guns, which is where they started weaponizing audits on mom and pop FFLs.”
  • “The ATF had a history of doing audits on FFLs, where basically they’ll they’ll come in they’ll make sure that you’ve got all the guns on the books that you’re supposed to have. And basically, they’re just making sure that you’re not hawking guns out the back of your gun store to the fucking cartel, because only the ATF can do that.”
  • “But instead of using these audits to actually catch people who are committing real crimes and selling to people they’re legally not supposed to, they started going after every little minor clerical error they possibly could. People who weren’t dotting their “i”s, crossing their “T”s. Maybe you use the acronym for the state that you live in instead of the full name of the state written out. Any little thing to say that paperwork wasn’t filled out correctly, so that they could revoke your FFL.”
  • “So instead of going after people who were actually committing real crimes and selling to people that they weren’t supposed to, they were going after every little clerical error that they could to shut down local gun stores. Mom and pop places. Anybody who basically couldn’t afford to fight the federal government in court.”
  • “In the first few months, when the Biden administration rolled this out: FFL revocations, people losing their business, losing their livelihood; FFL revocation was up over 500%. They couldn’t ban the guns, so they got fucking shady about it.”
  • His congressional testimony covering the same ground snipped.
  • “But now if you have an FFL, you can breathe a small sigh of relief, because the zero tolerance policy has now been removed, which is huge.”
  • “Local small businesses no longer have to live in fear of the big green weenie of the federal government casting a mushroom-shaped shadow over their entire existence.”
  • “I am super stoked that under Kash Patel’s leadership the ATF has been making moves to reverse stupid rules.”
  • “I am very excited to see under Kash Patel’s leadership where the ATF is going to go on, and he’s gone. Yeah, Kash got fired.”
  • “Kash Patel was wearing two hats, where he was the acting director of the ATF while also being the confirmed director of the Federal Bureau of Investigations.”
  • “We do have a new acting director. Ladies and gentlemen welcome stage left, Dan Driscoll the new acting director of the ATF. Once again we have another guy who is wearing two hats. He is the current US Secretary of the Army, as well as the newly appointed acting director of the Bureau of Alcohol Tobacco Firearms and Explosives.”
  • “He was a combat veteran in Iraq, but aside from that, he was also a Republican candidate for congress, specifically in North Carolina’s 11th district, where he lost in the Republican primary. I get it. Aside from that his actual stance on gun policy and things like that, I really wish I had better news. I don’t know.”
  • “If you have some concerns, don’t worry, because I’m about to give you some weapons-grade copium.”
  • “I have reason to believe we all will be received in Graceland that the ATF is still gaining momentum in the right direction, because just recently the deputy director of the ATF has been fired. Shit-canned. Excommunicado. Fuckaty bye-bye. Marvin Richardson was the deputy director of the ATF, but he was also a long-standing ATF employee, having a career spanning 35 years. He was the deputy director since 2019, and was also the acting director from 2021 to 2022. Let’s go back to that 35 years at the ATF bit. Do the mental math. What happened in the last 35 years at the ATF? Yeah, Old Marvin was awarded medals for his involvement at the siege of Waco. Fucker had the burning women and children alive merit badge.”
  • “On top of that, he was largely toted as the father of the arm brace restrictions, as well as a whole host of other unconstitutional shit that the ATF has been pushing for the last 10 years or so, and he is fucking out of there. Do not pass go, do not collect $200. Fuck you. I hope you have a hangail every day for the rest of your life.”
  • “This guy had bragged in the past about how much they’ve been able to do at the ATF to circumvent having to get laws passed by Congress.”
  • “He’s talking about how many extra rules they’re able to put on law-abiding citizens without using the legal system, circumventing Schoolhouse Rock and just putting in whatever he thinks should be the rules, not what the Constitution says has to happen. Fucker bragged about it.”
  • “Rest in piss, you won’t be missed.”
  • “Some big moves happening in the ATF. I don’t know how this is all going to shake out, but I’m liking what I’m seeing so far.”
  • “So the deputy director of the ATF got fired. That’s fucking great. We’ve now been informed on who the new one will be. Introducing your new deputy director Robert Robert Cekada.”
  • “Now I have been pretty optimistic of all of the changes over at the ATF since Trump took office. This is the first one, I’ll be honest with you, throws up a little bit of a yellow flag for me. I do not know much about this man’s views on the Second Amendment. However, I do know he’s a career ATF guy. Nothing in his resume that I’ve been able to find is particularly egregious, but being a lifelong Fed naturally makes the hair in the back of my neck stand up.”
  • “Is there anything obvious that means he will be bad. No. Am I worried he might be a speed bump to the dismantlement of the bullshit regulations of the ATF in the future? Absolutely. Only time will tell.”
  • “A lot of shit’s happening very quickly.”
  • So there’s your ATF update. Mostly good news, mostly things moving in the right direction.

    It’s great to have a President keeping his campaign promises…

    School Choice Finally Passes Texas House

    April 17th, 2025

    After seeing numerous attempts die at the hands of the Straus/Bonnin/Phelan/Burrows cabal over the years, the Texas House has finally passed school choice.

    In a historic move, the Texas House gave initial approval today to Senate Bill 2, a school choice proposal backed by Gov. Greg Abbott.

    The vote marks the first time a school choice bill has cleared the Texas House—a major shift from just last session when a similar proposal was voted down. The change comes after Abbott made the issue a defining battle in last year’s Republican primaries, endorsing challengers against GOP incumbents who had opposed school choice. Many of those incumbents were ousted, clearing the way for today’s vote.

    Ahead of the floor debate, House Republicans met privately and heard from both Gov. Abbott and President Donald Trump, who called into the meeting and urged them to stay united.

    “I just think it’s a really forward-thinking vote,” said Trump on the call. “There’s nothing complex about it. You’re not going to get hurt by it. It’s actually almost the opposite. People really want it.”

    Snip.

    The bill ultimately passed 86-63, with Phelan and State Rep. Gary Vandeaver (New Boston) being the only GOP members to vote against the measure.

    Phelan still insists on being the turd in the punch bowl.

    The bill now returns to the Senate, which can either concur with the House’s amendments or send the legislation to a conference committee.

    Finally getting school choice passed is a direct result of slaughtering so many Dade Phelan cronies in the 2024 Republican primary (and runoff), the success of such efforts greatly aided by Abbott, Ted Cruz and Ken Paxton all campaiging to defeat anti-school choice (and pro-Paxton impeachment) reps.

    It was a long time coming, but Texas voters finally got Republican representatives to vote like Republicans.

    Nvidia News Roundup

    April 16th, 2025

    A few pieces of Nvidia-specific news have popped since Monday’s piece, so let’s do a quick roundup:

  • In a comment on Monday’s post, I mentioned that production at TSMC’s new Arizona fab hadn’t started yet. In fact, Nvidia just announced that TSMC’s Arizona fab just started work on their chips.

    On Monday, Nvidia announced that it has started producing its Blackwell AI GPUs at TSMC’s plant in Phoenix, Arizona, while companies within the state package and test them.

    TSMC, or Taiwan Semiconductor Manufacturing Co., is the world’s biggest chipmaker and announced a $100 billion investment in US chipmaking last month. It began producing chips using the 4nm process at its Arizona factory in January and has plans to make chips with the more efficient 2nm technology by the end of the decade.

    Nvidia doesn’t say which Blackwell chips it has started producing at TSMC’s plant and whether it includes the latest Blackwell Ultra GB300 chip it revealed earlier this year. Blackwell chips use TSMC’s custom 4NP process, according to Nvidia’s website.

  • Nvidia has also announced a large expansion in Texas.

    The world’s leading manufacturer of graphics processing units (GPU) and advanced chips has announced it will build new plants in Texas, amid global economic shake-ups.

    Note: Plants, not fabs.

    NVIDIA has announced partnerships with Foxconn and Wistron to build “supercomputer manufacturing plants” in both Dallas and Houston. These global companies are “expanding their global footprint” and their international presence for the purposes of “hardening supply chain resilience” in their partnership with NVIDIA.

    “Manufacturing NVIDIA AI chips and supercomputers for American AI factories is expected to create hundreds of thousands of jobs and drive trillions of dollars in economic security over the coming decades,” the announcement states.

    The mass production of chips at these plants is expected to begin in the next 12 to 15 months. The $500 billion investment in AI infrastructure within the U.S. does not make mention of direct government subsidies or public financial incentives related to NVIDIA’s recent announcement.

    I’m quoting that summary because it demonstrates that it’s easy to misunderstand things about the industry if you aren’t familiar with it. The way it’s worded make you think the “plants” are the Texas facilities they’re going to be building in 12-15 months, but the actual Nvidia press release makes clear than TSMC is doing the fabbing:

    NVIDIA is working with its manufacturing partners to design and build factories that, for the first time, will produce NVIDIA AI supercomputers entirely in the U.S.

    Together with leading manufacturing partners, the company has commissioned more than a million square feet of manufacturing space to build and test NVIDIA Blackwell chips in Arizona and AI supercomputers in Texas.

    Note the more precise wording.

    NVIDIA Blackwell chips have started production at TSMC’s chip plants in Phoenix, Arizona. NVIDIA is building supercomputer manufacturing plants in Texas, with Foxconn in Houston and with Wistron in Dallas. Mass production at both plants is expected to ramp up in the next 12-15 months.

    The AI chip and supercomputer supply chain is complex and demands the most advanced manufacturing, packaging, assembly and test technologies. NVIDIA is partnering with Amkor and SPIL for packaging and testing operations in Arizona.

    Within the next four years, NVIDIA plans to produce up to half a trillion dollars of AI infrastructure in the United States through partnerships with TSMC, Foxconn, Wistron, Amkor and SPIL. These world-leading companies are deepening their partnership with NVIDIA, growing their businesses while expanding their global footprint and hardening supply chain resilience.

    Now, if that half trillion does get spent (no guarantee, since press releases aren’t legally binding; try to contain your shock), that would certainly buy a lot of cutting edge fabs. Nvidia is one of the few companies that has the financial resources to build their own cutting edge fabs (Apple is another), but I get the impression that they’re going to partner with TSMC. In fact, I wouldn’t be surprised if they follow the Apple model, where they tell a company “Here’s X amount of money, go build a fab. You’ll give us the first 24 months of production at x-cost per chip, and after that the fab is yours free and clear.” This is one of the tools Apple used to become the dominate tech buyer, and what some call a monopsony.

    As far as building their own supercomputers, that’s great for Texas and not so great for Hewett Packard Enterprise, which finished their acquisition of Cray in 2021.

  • Finally, Nvidia’s AI chips are now banned from export to China.

    The Trump administration has effectively barred Nvidia (NVDA) from selling its custom artificial intelligence processors to customers in China. The move will force the AI chip leader to write off up to $5.5 billion in inventory and purchase commitments in its fiscal first quarter. Nvidia stock fell Wednesday.

    Late Tuesday, Nvidia disclosed in a regulatory filing that the U.S. government is now requiring it to get an export license to sell its H20 processor in China and other restricted countries. Nvidia said it was informed of the move on April 9, the same day NPR erroneously reported that the White House would not seek further restrictions on the chips Nvidia can sell in China.

    Your tax dollars at work.

    Nvidia said the U.S. government told it on Monday that the license requirement will be in effect for the indefinite future.

    Wall Street analysts say Nvidia’s write-off indicates that the company believes it won’t be granted licenses to sell H20 processors in China.

    The H20 was designed for the Chinese market to comply with Biden-era restrictions on selling advanced processors there. The H20 is less capable than the Blackwell series chips Nvidia sells in the U.S. and other markets.

    “With Nvidia writing off associated H20 inventory, it appears the company is taking the position that it will not be granted licenses to ship product to Chinese customers (with no other geography likely to take the governed silicon given the availability of more powerful standard Hopper or Blackwell SKUs),” Wedbush analyst Matt Bryson said in a client note Wednesday. SKU stands for “stock keeping unit,” a unique identifier for products used in inventory management.

    China represents a little over 10% of Nvidia’s revenue.

    The Trump Administrations believes (probably correctly) that AI is a key strategic industry and that we don’t need to give China any help there.

  • A half trillion dollars is a lot of cheddar, even for the (as of today) company with the third largest market cap in the world…

    Russia Reveals They Control Drones From Atop School For Psychics

    April 15th, 2025

    This is too funny.

    Russia released a video showing what are probably intelligence officers overseeing FPV drone operations from what is obviously a high rise in Moscow.

    This was hardly a shining moment in operational security, as the Internet quickly geolocated the office to the precise tower being used.

    But wait! It gets better! It turns out that drone operations are being run from atop a school for psychics.

    So now, not only can Ukraine hit the Russian drone intelligence office with their own drones the next time they hit Moscow, but ironically, the Russians will…

    ( •_•)
    ( •_•)>⌐■-■
    (⌐■_■)

    never see it coming!

    The Semiconductors Tariff Yo-yo

    April 14th, 2025

    There’s been a lot of confusion over tariffs on Chinese semiconductors and electronics the last few days.

    First came word that a lot of semiconductors and electronics will be exempt from the tariffs.

    The Trump administration released new guidance late Friday night on its tariff on China, exempting electronic devices such as smartphones and laptops.

    The guidance, posted by U.S. Customs and Border Protection, which oversees collecting taxes on imports, could relieve some anxiety among consumers and tech giants like Apple and Microsoft, which manufacture many of their products in China, The Wall Street Journal reported. Around 20 electronic products — which also include memory cards and machines used to make flatscreens and tablets — will now be exempted from Trump’s massive “reciprocal” tariff on China. The exemption comes after the president increased the tariff on China in recent days in response to China’s retaliatory tariff on U.S. goods.

    Stephen Miller, the White House deputy chief of staff for policy and Homeland Security adviser, wrote on X, “These products are subject to the tariff under the original IEEPA [International Emergency Economic Powers Act] on China of 20 percent.” The IEEPA tariff was the first one Trump imposed on China after taking office in January. The tariff was levied on China, along with Canada and Mexico, in an attempt to “hold” the countries “to their promises of halting illegal immigration and stopping poisonous fentanyl and other drugs from flowing into our country.”

    The Trump administration has suggested that the tariff on China will encourage companies, including Big Tech companies, to manufacture their products on U.S. soil, arguing that the move would be better for the economy and national security.

    “President Trump has made it clear America cannot rely on China to manufacture critical technologies such as semiconductors, chips, smartphones, and laptops,” Press Secretary Karoline Leavitt said on Saturday, according to the Wall Street Journal. She added, “Companies are hustling to onshore their manufacturing in the United States as soon as possible.”

    (Apple, meanwhile, has already made plans to avoid teriffs on Chinese electronics by moving production to India and flying planeloads of iPhones into the U.S. ahead of the tariff deadline.)

    Next came word that the pause in semiconductor tariffs will only be a month or two.

    Commerce Secretary Howard Lutnick said Sunday that the administration’s decision Friday night to exempt a range of electronic devices from tariffs implemented earlier this month was only a temporary reprieve, with the secretary announcing that those items would be subject to “semiconductor tariffs” that will likely come in “a month or two.”

    “All those products are going to come under semiconductors, and they’re going to have a special focus type of tariff to make sure that those products get reshored. We need to have semiconductors, we need to have chips, and we need to have flat panels* — we need to have these things made in America. We can’t be reliant on Southeast Asia for all of the things that operate for us,” Lutnick told “This Week” co-anchor Jonathan Karl.

    He continued, “So what [President Donald Trump’s] doing is he’s saying they’re exempt from the reciprocal tariffs, but they’re included in the semiconductor tariffs, which are coming in probably a month or two. So these are coming soon.”

    With all respect to President Trump and Secretary Lutnick, you can’t set up a new fab to manufacture semiconductors in America in two months. In fact, you’d be really hard-pressed to do it in two years. It usually takes a fab about three years to get up and running. Bosch took three years to get their 65nm fab in Dresden up and running, and Samsung broke ground on their Taylor fab in 2022 and it hasn’t entered production yet.

    Setting up a semiconductor fabrication plant is much more difficult and time-consuming than setting up just about any other factory.

    As I’ve mentioned before, you can’t just take an existing building and turn it into a fab, it has to be specially built from the ground up with exacting standards for cleanroom air filtering, concrete slab level uniformity, etc. You need extremely exacting air purity handling equipment, as well as a system for running de-ionized water throughout the plant. Then you need to purchase, install, bring up and qualify all the hundreds of pieces of semiconductor equipment necessary to run a modern fab. And 2-3 years is probably the lead time to get an ASML EUV stepper, if you’re going to be building a cutting edge fab. (If the goal is to reshore the semiconductor industry, then you probably need to build a lot of less-demanding fabs as well.)

    I’m in favor of the Trump Administration using tariffs to bring other countries to the negotiating table to eliminate their tariffs on American goods, and for kicking China out of the global free trade order for repeatedly breaking the rules and just being general asshats. But a two-month difference in tariff implementation dates isn’t going to change the timeline for opening new semiconductor fabrication plants in America.


    *Flat panel display manufacturing uses some of the same semiconductor processes to make displays. The technology is less demanding overall, but the substrate sizes are considerably larger. Because the feature size is less demanding, I imagine bring-up and qualification is somewhat quicker, but I’ve never worked on a flat panel display machine, so I have no idea how the lead time varies to obtain and install that equipment.