Asianometry

In the thirty years before 1997, real GDP in the Republic of Korea grew an average of 8.1% a year. By this measure, South Korea grew faster than almost every other developing country at the time. A powerful economic engine drove this growth - a delicate coordination between the government and its business elites. In 1997, that engine went out of balance and drove the country into a ditch. In this video, we look at how South Korea and its Chaebol fell into economic crisis. Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year. Listen to Stratechery. Listen to Dithering. Listen to Sharp China. Listen to Sharp Tech. Listen to Greatest Of All Talk.

Today, Intel seeks to remake itself into a full-service foundry with Intel Foundry Services. But did you know that this is not their first foundry? Some 15 years ago, Intel had Intel Custom Foundry, or ICF. Most people today hardly remember ICF. Intel was so low-key about it. But at its peak it had a billion dollars in revenue contracts, strong support by the ecosystem, over a thousand multi-national employees. And ten plus customers - many won over from TSMC. In today's video, the rise and fall of Intel’s first foundry. And the lessons to be learned for its second. Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year. Listen to Stratechery. Listen to Dithering. Listen to Sharp China. Listen to Sharp Tech. Listen to Greatest Of All Talk.

In 1992, Intel made about $5.8 billion in revenue and $1 billion in net income. By 1998, the company did $28 billion in revenue and $6.95 billion in net income. That year, Intel was the third most profitable company on the Fortune 500. Only Exxon Mobil and General Electric did better. The 1990s made Intel the world's richest and most powerful semiconductor company. And that was the problem. In this video, Intel at the peak. The most powerful semiconductor company of all time. Where do you go from there? Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year. Listen to Stratechery. Listen to Dithering. Listen to Sharp China. Listen to Sharp Tech. Listen to Greatest Of All Talk.

When people talk about night vision devices, they most often mean those reliant on image intensifier technology. These image intensifiers are tubes that receive and intensify ambient light by a significant factor. And inside those tubes is an extremely special glass plate, produced with a number of semiconductor-ish techniques. In this video, a brief look at the creation and evolution of night vision goggles. Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year. Listen to Stratechery. Listen to Dithering. Listen to Sharp China. Listen to Sharp Tech. Listen to Greatest Of All Talk.

Can you imagine it? Another year is at an end and it is remarkable to think that time has gone by so quickly. I have done a recap video for the past two years. Let's do it again. In today's video, I want to reflect on 2024 and the state of the channel. I am still actually working, haha. But a few minutes to reflect. Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year. Listen to Stratechery. Listen to Dithering. Listen to Sharp China. Listen to Sharp Tech. Listen to Greatest Of All Talk.

The world’s sea levels are rising, and it will affect many people's lives. But it is those living on the low-lying atoll island nations of the Pacific and Indian oceans who arguably face the most significant disruption. Occasionally, we hear that the rising seas will overwhelm and drown these islands - forcing people to flee to new lands. Do rising seas really mean sinking islands? The evidence doesn't seem to say so. But that doesn't mean that everything is alright. Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year. Listen to Stratechery. Listen to Dithering. Listen to Sharp China. Listen to Sharp Tech. Listen to Greatest Of All Talk.

LNG is one of the world's fastest growing sources of energy. In 2023, according to the International Gas Union, the countries of the world imported over 400 million tons of LNG. The industry has been growing rapidly as of late. And this growth presents us with a cold opportunity. Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year. Listen to Stratechery. Listen to Dithering. Listen to Sharp China. Listen to Sharp Tech. Listen to Greatest Of All Talk.

AT&T was once America’s biggest private company. In 1980, they had 1,040,000 employees. Including 7,400 Smiths. 5,880 Johnsons. 3,934 Williamses. Over 70% of American households had a telephone. 80% of those telephones came from the Bell System. 90% of the local calls made on those telephones were facilitated by an AT&T affiliated company. Almost 100% of the long distance calls were handled by AT&T itself, using its majestic nationwide network. How does such a company end? In today's video, we take the mightiest corporation the modern world has ever seen - I don't want to hear any meme comments about the East India Company - and break it up. Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year. Listen to Stratechery. Listen to Dithering. Listen to Sharp China. Listen to Sharp Tech. Listen to Greatest Of All Talk.

Discover the fascinating history of Dennard Scaling and its pivotal role in semiconductor technology. Uncover how this concept revolutionized multi-core processors and shaped the tech industry. The discussion dives into the growing challenges of power management as scaling reaches its limits and explores new computing paradigms emerging from these constraints. It’s a deep dive into an often-overlooked aspect of modern technology that paved the way for future advancements.

Nice day, isn't it? Talking about the weather in California was always a bit drab, because it never really changes. But I have been spoiled. After moving abroad, I find myself very dependent on weather predictions. Such a mundane thing, and yet so immensely important. Accurate weather predictions are a perfect example of the progress enabled by the computer. I script this while watching the rain outside. In this video, we explore how the computer revolutionized the weather forecast. Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year. Listen to Stratechery. Listen to Dithering. Listen to Sharp China. Listen to Sharp Tech. Listen to Greatest Of All Talk.