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VOICE ARCHIVE

Scott Lincicome

@scottlincicome
112 posts
2026-02-28
Could be wrong, but the US government openly declaring war on AI might not work out well for humanity. You gotta keep that stuff offline, man!
2026-02-28 View on X
Anthropic

Anthropic says it'll challenge “any supply chain risk designation in court” and that the designation would only affect contractors' use of Claude on DOD work

Earlier today, Secretary of War Pete Hegseth shared on X that he is directing the Department of War to designate Anthropic a supply chain risk.

Could be wrong, but the US government openly declaring war on AI might not work out well for humanity. You gotta keep that stuff offline, man!
2026-02-28 View on X
@secwar

Defense Secretary Pete Hegseth directs the DOD to designate Anthropic as a supply chain risk, barring military contractors from doing business with the company

This week, Anthropic delivered a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon. Our ...

2026-02-27
Could be wrong, but the US government openly declaring war on AI might not work out well for humanity. You gotta keep that stuff offline, man!
2026-02-27 View on X
Axios

President Trump calls Anthropic a “radical left, woke company” and says he is directing every federal agency in the US to stop using its products

The Trump administration has decided to blacklist Anthropic in the most consequential and controversial policy decision to date …

Could be wrong, but the US government openly declaring war on AI might not work out well for humanity. You gotta keep that stuff offline, man!
2026-02-27 View on X
@secwar

Defense Secretary Pete Hegseth directs the DOD to designate Anthropic as a supply chain risk, barring military contractors from doing business with the company

This week, Anthropic delivered a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon. Our ...

2026-02-02
I demand to see hard data on Gen Z food delivery budgets
2026-02-02 View on X
New York Times

How food delivery is reshaping US mealtimes, as some users spend thousands; NRA data shows nearly 75% of 2024 restaurant orders were not eaten in a restaurant

Almost three of every four restaurant orders in the U.S. weren't eaten in a restaurant, according to recent data.

2025-12-25
“The deal gave Intel a too-strategic-to-fail aura and opened doors to potential partners who might want to win the president's favor.  It also may pave the way for the government to take more equity stakes in businesses the administration deems strategic” www.reuters.com/world/us/how...  [images]
2025-12-25 View on X
Reuters

How CEO Lip-Bu Tan gave Intel a lifeline after meeting with Trump in August; sources say Nvidia tested Intel's 18A to make chips but stopped moving forward

2025-11-19
“Europe's Chip Dreams Confront Business Realities” www.nytimes.com/2025/11/19/t...  “It costs almost twice as much to build a factory in Europe as to build one in Taiwan, and the permitting process can add months to the process”
2025-11-19 View on X
New York Times

As TSMC readies its €10B Germany plant for 2027, its Taiwanese suppliers say they're struggling with the EU's complex permitting, labor, and environmental rules

European chipmakers need TSMC's help to grow their own semiconductor supply chain, but the chip giant's Taiwanese suppliers find Europe a tough place to do business.

2025-09-26
“How Intel's $28 Billion Pledge Left an Ohio Town in Limbo” www.wsj.com/tech/ohio-in...  Sums it up: “We have a gaping hole.  What's it going to be?” [images]
2025-09-26 View on X
Wall Street Journal

A look at Intel's $28B Ohio chip factory, the largest economic development project in Ohio's history, initially set for a 2025 opening but now delayed till 2030

Kris Maher / Wall Street Journal : Bluesky: @computing and @scottlincicome Bluesky: Dennis Lam / @computing : i am long INTC on the grounds that as a natural security matter, it w...

The US government pushing US tech leaders to partner with a sagging, politicized US tech laggard - what could go wrong?  😒 www.wsj.com/tech/intel-s...  [image]
2025-09-26 View on X
Wall Street Journal

Sources: Intel CEO Lip-Bu Tan has spoken to TSMC CEO C.C. Wei about a partnership or a joint venture; he also met with Tim Cook this year; INTC closes up 8.9%

Wall Street Journal :

2025-09-25
Given a certain (and pushy) Oval Office investor in Intel, is this an offer Apple can't refuse? [image]
2025-09-25 View on X
Bloomberg

Sources: Intel approached Apple about a potential investment in the chipmaker as part of its turnaround efforts and discussed how to work more closely together

Intel Corp. has approached Apple Inc. about securing an investment in the ailing chipmaker, according to people familiar with the matter …

2025-09-20
Given prior research on how R&D-intensive companies in the US respond to new limits on H1Bs (link/screenshot in next tweet), this EO should be called the “Offshoring Innovative US Industries Act of 2025”
2025-09-20 View on X
Reuters

The Trump administration says it would require companies to pay an annual $100,000 fee for H-1B visas, a move that could significantly impact the tech industry

- Visas are used principally by tech sector  — Over 70% of beneficiaries of H-1B visas enter US from India

2025-08-26
As I just wrote in the @washingtonpost, this stuff is “sure to distort future private decision-making in unknowable ways.” It's bad, bad, bad. [image]
2025-08-26 View on X
CNBC

Filing: Intel warns the US taking a 10% stake could cause “adverse reactions”, like in international sales, which made up 76% of revenue in its past fiscal year

Intel on Monday warned of “adverse reactions” from investors, employees and others to the Trump administration taking …

Maybe it goes without saying, but it is bad to have Trump obsessed with - and heavily invested (financially, emotionally, politically) in - Intel's stock price
2025-08-26 View on X
CNBC

Filing: Intel warns the US taking a 10% stake could cause “adverse reactions”, like in international sales, which made up 76% of revenue in its past fiscal year

Intel on Monday warned of “adverse reactions” from investors, employees and others to the Trump administration taking …

Trump & Hassett say the US government will take more Intel-esque equity stakes in private companies: https://www.cnbc.com/... KH: “So I'm sure that at some point there'll be more transactions, if not in this industry then other industries.” Run for the hills. [image]
2025-08-26 View on X
CNBC

Filing: Intel warns the US taking a 10% stake could cause “adverse reactions”, like in international sales, which made up 76% of revenue in its past fiscal year

Intel on Monday warned of “adverse reactions” from investors, employees and others to the Trump administration taking …

Seeing a lot of “conservative” commentary on Intel today once again proving Friedman right [image]
2025-08-26 View on X
Stratechery

The US taking a 10% equity stake in Intel is a terrible idea and a dangerous turn in US industrial policy, but also the least bad option to make Foundry viable

The U.S. taking an equity stake in Intel is a terrible idea; it also happens to be the least bad idea to make Intel Foundry viable.

As I just wrote in the @washingtonpost, this stuff is “sure to distort future private decision-making in unknowable ways.” It's bad, bad, bad. [image]
2025-08-26 View on X
Stratechery

The US taking a 10% equity stake in Intel is a terrible idea and a dangerous turn in US industrial policy, but also the least bad option to make Foundry viable

The U.S. taking an equity stake in Intel is a terrible idea; it also happens to be the least bad idea to make Intel Foundry viable.

Trump & Hassett say the US government will take more Intel-esque equity stakes in private companies: https://www.cnbc.com/... KH: “So I'm sure that at some point there'll be more transactions, if not in this industry then other industries.” Run for the hills. [image]
2025-08-26 View on X
Stratechery

The US taking a 10% equity stake in Intel is a terrible idea and a dangerous turn in US industrial policy, but also the least bad option to make Foundry viable

The U.S. taking an equity stake in Intel is a terrible idea; it also happens to be the least bad idea to make Intel Foundry viable.

Maybe it goes without saying, but it is bad to have Trump obsessed with - and heavily invested (financially, emotionally, politically) in - Intel's stock price
2025-08-26 View on X
Stratechery

The US taking a 10% equity stake in Intel is a terrible idea and a dangerous turn in US industrial policy, but also the least bad option to make Foundry viable

The U.S. taking an equity stake in Intel is a terrible idea; it also happens to be the least bad idea to make Intel Foundry viable.

Seeing a lot of “conservative” commentary on Intel today once again proving Friedman right [image]
2025-08-26 View on X
CNBC

Filing: Intel warns the US taking a 10% stake could cause “adverse reactions”, like in international sales, which made up 76% of revenue in its past fiscal year

Intel on Monday warned of “adverse reactions” from investors, employees and others to the Trump administration taking …

2025-08-24
P.S. If you don't see why the government becoming a large (the largest?) shareholder in Intel - and thus having a keen interest in its share price - is wildly different from (and worse than) a grant, contract, or tax break, I don't know what to tell you.
2025-08-24 View on X
New York Times

Some lawyers and bankers say the Intel deal may face legal challenges as the CHIPS Act may not allow the US government to convert grants into equity

and every American should be [video] Kelsey Piper / @kelseytuoc : @recurseparadox Congress can repeal the CHIPS act if they want to. (I think they shouldn't, but they could). But ‘...