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Cake day: August 12th, 2023

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  • Tesla is expected to sell like crazy because they are one of the only EV carmakers to not be hit full force by tariffs. However, given the public reception of Musk, the car brand may see a long term decline as fewer vehicles are purchased in the US and EU for different reasons. Chinese EVs will sink EU and APAC sales and people don’t want to give Elon any of their money if they can help it.

    Tesla also doesn’t create any new vehicle models or redesign of their initial line up that was created 12 years ago. He’s coasting on the demand and has no plans for doing anything different. I would expect Tesla to hit hard times after a decade or so.

    TL;DR - a small bump in sales followed by a steady fall off before Trump Part Deux is done.








  • Intel can’t afford to keep making GPUs because it doesn’t have the reliable CPU side to soak up the losses. The GPU market has established players and Intel, besides being a big name, didn’t bring much to the table to build a place for itself in the market. Outside of good Linux support (I’ve heard, but not personally used) the Intel GPUs don’t stand out for price or performance.

    Intel is struggling with its very existence and doesn’t have the money or time to explore new markets when their primary product is cratering their own revenue. Intel has a very deep problem with how it is run and will most likely be unable to survive as-is for much longer.