Andrew Schmitt
@aschmitt
Followers
2K
Following
147
Media
290
Statuses
10K
Engineer, Cyclist, Political Optimist
California expat in NewEngland
Joined March 2008
Source Photonics being sold. Was supposed to IPO. Someone help me understand how a company being acquired can issue convertible debt to the acquiring company.
1
0
0
Cignal AI is hosting Optical Circuit Switching (OCS) for AI Scaling and Datacenter Automation. Make sure to attend it today.
0
0
0
RT @corry_wang: There's a famous anecdote about the invention of the cellphone: in 1981 McKinsey estimated it'd have a TAM of <1M people, s….
0
5
0
RT @CignalAI: Join experts from @CoherentCorp @iPronics @Lumentum and @Telescent to discover how they see OCS technology impacting next-ge….
0
2
0
You don’t “finish” tape out. The design is either complete, or it is not.
Meta’s MTIA v2 AI chip has nearly finished tapeout at TSMC and could be in mass production by the end of this year, media report, adding Taiwan RISC-V and AI accelerator specialist Andes Technology helped design processing elements (PE) for MTIA v2 (Meta Training and Inference.
0
0
2
This is a great explanation.
Interesting explanation from $TXN on how demand can bullwhip from -75% to +500%. H/T @Invesquotes for the quote
0
1
7
They're buying the cart at 10x revenue before they buy the horse.
Why does $QCOM want a high speed connectivity company? Where are they going next. or do you need a 224gig SerDes for mobile?.
1
1
1
Great chart.
its funny how different jevons paradox hits to telecom analysts vs tech analysts
0
0
2
Someone tell my health insurance company because I'm not seeing it.
Since Obamacare passed and health insurance in America became essentially universal, the only real problem with our health care system has been cost. And cost has plateaued since 2008.
0
0
1
RT @IanCutress: To be presented at @VLSI_2025:. A 128Gb/s 0.67pJ/b PAM-4 Transmitter in 18A with RibbonFET and PowerVia. Authors from.➡️ In….
0
56
0
This is dumb. Nothing Harkonnen about Holmdel for the folks who visited when it was alive.
0
0
0
It looks like optical modules (and the routing/networking equipment they plug into) currently fall under the tariff exceptions of exec order 14257. There is precedent from a ruling in 2019 for Precision Optical Technology (.
0
0
0
The 21st century trade.
Is there a *single* popular politician running on the premise “what we need is a strong judiciary and checks and balances with enforcement of existing laws”. No. And there won’t be. People are too dumb. The only bet is short human intelligence and long artificial intelligence.
0
0
0
RT @dalibali2: Giga brain idea to play tariff chicken with the dude who grew up in the cultural revolution.
0
174
0