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VOICE ARCHIVE

Skanda Amarnath

@irvingswisher
8 posts
2025-06-18
Technological efficiency may be the facial justification but there's a distinctly pre-recessionary vibe to this anecdote (premeditating reasons to reduce the workforce)
2025-06-18 View on X
NBC News

Amazon CEO Andy Jassy says the company expects that “in the next few years” AI use “will reduce our total corporate workforce as we get efficiency gains”

Amazon CEO Andy Jassy says the retail and tech giant “will need fewer people doing some of the jobs that are being done today.”

2025-03-19
Potentially big implications for Fed independence If you take SCOTUS' summer 2020 opinion in Seila Law vs CFPB at face value, FTC should be among agencies whose leadership can't be fired by POTUS at will If that rule no longer holds, why can't Trump fire the Fed chair?
2025-03-19 View on X
New York Times

President Trump fires the FTC's two Democratic members, threatening the regulatory body's independence in a decision that is likely to face a legal challenge

The decision to fire the two members of the traditionally independent regulatory body is likely to face a legal challenge.

2022-08-18
I would argue that the focus on buybacks (the symptom) should be reallocated towards whether firms follow through on their capex commitments. Among the objectives of these subsidies is to help crowd-in and secure additional real fixed investment https://twitter.com/...
2022-08-18 View on X
Financial Times

After booming demand during the pandemic and a rapid inventory build-up in 2022, Intel, Nvidia, SMIC, and TSMC face a sudden downturn, perplexing analysts

Relevance of heterogeneity can't be understated. Semiconductor industry moving further into gluts but still not where shortages were most inflationary. How much did hot 2020 demand for electronics actually set off shortages elsewhere (vs other causes)? https://www.ft.com/... https://twitter.com/...
2022-08-18 View on X
Financial Times

After booming demand during the pandemic and a rapid inventory build-up in 2022, Intel, Nvidia, SMIC, and TSMC face a sudden downturn, perplexing analysts

2022-08-17
I would argue that the focus on buybacks (the symptom) should be reallocated towards whether firms follow through on their capex commitments. Among the objectives of these subsidies is to help crowd-in and secure additional real fixed investment https://twitter.com/...
2022-08-17 View on X
Financial Times

After booming demand during the pandemic and a rapid inventory build-up in 2022, Intel, Nvidia, SMIC, and TSMC face a sudden downturn, perplexing analysts

After dealing with booming demand and global shortages since the start of the pandemic, the semiconductor industry is facing a sudden downturn.

Relevance of heterogeneity can't be understated. Semiconductor industry moving further into gluts but still not where shortages were most inflationary. How much did hot 2020 demand for electronics actually set off shortages elsewhere (vs other causes)? https://www.ft.com/... https://twitter.com/...
2022-08-17 View on X
Financial Times

After booming demand during the pandemic and a rapid inventory build-up in 2022, Intel, Nvidia, SMIC, and TSMC face a sudden downturn, perplexing analysts

After dealing with booming demand and global shortages since the start of the pandemic, the semiconductor industry is facing a sudden downturn.

Relevance of heterogeneity can't be understated. Semiconductor industry moving further into gluts but still not where shortages were most inflationary. How much did hot 2020 demand for electronics actually set off shortages elsewhere (vs other causes)? https://www.ft.com/... https://twitter.com/...
2022-08-17 View on X
Bloomberg

TrendForce: DRAM bit growth, a key barometer for chip market demand that measures memory produced, will rise 8.3% in 2023, the weakest on record

they are using extra exposure to make up for the lack of EUV,” says Douglas Fuller, an expert on the Chinese semiconductor industry. “But it is understood that the yield is terribl...

I would argue that the focus on buybacks (the symptom) should be reallocated towards whether firms follow through on their capex commitments. Among the objectives of these subsidies is to help crowd-in and secure additional real fixed investment https://twitter.com/...
2022-08-17 View on X
Bloomberg

TrendForce: DRAM bit growth, a key barometer for chip market demand that measures memory produced, will rise 8.3% in 2023, the weakest on record

they are using extra exposure to make up for the lack of EUV,” says Douglas Fuller, an expert on the Chinese semiconductor industry. “But it is understood that the yield is terribl...