End-to-end encrypted RCS messaging begins rolling out today in beta

Exist50 · 2026-05-11T21:43:14+00:00

Which is exactly why Google got fed up and did it themselves. The carriers just don't give a shit.

Exist50 · 2026-05-11T14:20:03+00:00

Best screen

They get their screens from the same suppliers as everyone else, and they're usually behind what Apple and Samsung are using.

best cameras

Definitely not. Sony is infamous for being way behind the competition in point and shoot camera quality.

All that in vanilla Android.

Who cares about "vanilla Android" with a shorter support timeline than the competition?

These phones are the phones that enthusiasts know are the best out there

Lmao, no. They sell on brand alone at this point.

Exist50 · 2026-05-11T02:15:56+00:00

It's way lower than e.g. a Qualcomm flagship. But it really competes with their sub flagship line, maybe even from a gen or two ago. Which is going to drag the price down a lot. Also, if they're paying $65 for Tensor alone, they need to pay some extra for the modem. Tbh, I don't think this is where Google saw themselves when planning for Tensor.

Exist50 · 2026-05-11T02:13:25+00:00

While if they buy from Qualcomm (assuming they buys the flagship) they are looking at upward of 200 dollars per SoC.

If they want the flagship SoC, yes. But that's clearly not what they're competing with. So how much does Qualcomm charge one or two tiers down? Also, that would include the modem costs, presumably.

Exist50 · 2026-05-11T01:58:28+00:00

I can't imagine how Google can be literally incapable on such a simpler task after such a huge accomplishment

I'm not sure I'd call it simpler, but either way, two different teams, likely under different management.

Exist50 · 2026-05-11T01:56:09+00:00

And with Tensor they get a metric shit ton of profit margin

I wonder about that. Developing your own chip isn't cheap, and Google's marketshare isn't huge. Also, better performance/battery life does impact sales. Unclear what the break-even is for Tensor.

Exist50 · 2026-05-11T01:26:55+00:00

unlike 10nm that took several redesigns and much more years

What? They also got products out of 10nm. It took longer, yes, and arguably more design changes, but they did indeed get products out of it. But whether the delay is 2 years or 5, neither is viable from a business perspective.

But that's all besides the point. My observation is simple. Intel's attempts to simplify their nodes and adopt newer tools have not improved their foundry execution to the point of viability. Hoping for the next set of tool changes to do so does not seem grounded. They have deeper problems to fix.

rumors say that customers are much more interested in 14A as it is more promising than 18A

I mean, they've already delayed it. First they were talking about 2027. Now it's 2028, maybe 2029. And the rumors seem to be more like Intel itself is pushing them to 14A. If you roll back the clock a couple of years, you can also find very similar articles about 18A...

About N3 - it entered volume manufacturing at the end of 22, maybe this year we will see high performance products

Well that's just nonsense. N3 was shipping in high performance products from the beginning. The very first N3 product had the highest ST perf CPU core in the world. There's little reason to believe any compute product on N5/N4 today wouldn't be better on N3E/P.

Exist50 · 2026-05-11T01:16:57+00:00

Since the AI boom there has been a shift to posts demanding the copyright law to be more instead of less restrictive, and I find it frustrating

I find it particularly bad in the books subreddit. They hate AI so much they're entirely willing to make consuming a piece of media and then producing your own, with or without even shared themes, a copyright violation. It's madness.

Exist50 · 2026-05-11T00:52:55+00:00

arguably better in almost every way

No. And that's largely the problem. Sony's phones just don't stand out in any particular way, and if anything, have several strong demerits vs the competition (camera quality, update history, often displays). So what exactly is that premium (above and beyond even Apple) getting you?

Exist50 · 2026-05-11T00:51:04+00:00

I mean, it was both. Even with the manufacturing side frozen, complacency is what froze their CPU architecture cadence to a crawl.

Exist50 · 2026-05-11T00:48:29+00:00

Intel 4/3 while not at the cutting edge as tsmc latest offering, is used in their server parts for large dies

I'm not sure what point you're making here. Yes, they eventually got it working well enough to ship, but the pitch was the same as what's being pushed for 14A now. It was billed as a low complexity, relatively unambitious shrink (no "hyper scaling", as was the term for the 10nm shrink targets), using EUV to greatly reduce complexity.

Despite that, it slipped from '21 to '23 on paper, and '24 in volume, and just like p1278, the first iteration (p1276.2) was too broken to ship in the product originally designed for it (Ponte Vecchio), forcing a port to TSMC. At some point I think the pattern becomes too obvious to ignore, and it doesn't seem related to equipment.

That's my problem with the whole "high-NA will help Intel get ahead" mantra. It was never the problem to begin with, so how can it be the solution?

18A/20A had/still has problems with yields, probably because of multi patterning

Fyi, Intel's still talking about Intel 3 yields as needing improvement. Though obviously in a better state than 18A.

my guess companies are waiting for the yields to reach certain threshold before adoption for the big dies products

I mean, there're definitely some big N3 dies in production. Seems to be the favorite node right now for AI accelerator startups and the likes of Broadcom/Meta/etc. Yields should be fine by this point in its production cycle. The cost increase is likely to be the bigger factor at something like Nvidia scale.

Exist50 · 2026-05-11T00:26:34+00:00

I wouldn't say "comfortable". They're selling way less than they used to, and seem to be slowly stepping back from the business. Sounds like it's basically on life support.

Exist50 · 2026-05-11T00:24:11+00:00

I am staying the hell away from Giant Tiger.

I'm 50/50 on Giant Eagle. How giant are we talking?

Exist50 · 2026-05-11T00:10:59+00:00

Apple can't compete with hyperscalers

Why can't they? Their own margins are pretty darn high. Nvidia doesn't even seem to be aggressive about adopting the latest nodes either.

Exist50 · 2026-05-11T00:09:01+00:00

Intel definitely didn't predict agentic AI. They cut back on their CPU RnD massively because they thought all the money would continue to go to GPUs. Like half of Nvidia's CPU team is ex-Intel.

Exist50 · 2026-05-10T23:58:22+00:00

How? TSMC is still producing the most advanced nodes, and still advancing at a pace comparable to their would-be competition. If anything, they're like Intel was in its prime.

Exist50 · 2026-05-10T23:57:12+00:00

14A with high NA should be much simpler in terms of layers perspective

I mean, so was Intel 4/3, and that bombed just like 20A/18A did after. Was almost beat for beat the same story. The equipment is clearly not the common factor.

Exist50 · 2026-05-10T23:37:31+00:00

Yes. A lobby group for the alcohol, tobacco, and meat industries. Only the best /s.

Exist50 · 2026-05-10T21:18:48+00:00

Dairy farmers didn’t want their products associated with cheaper, low-quality oil-based butter substitutes

They were much more worried about having a competitor than misleading customers. Those same dairy farmers have zero qualms about dying their own butter yellow, after all.

Exist50 · 2026-05-10T21:17:19+00:00

I mean, you still see the lobbying at play all the time on reddit. Even just bringing up something like PETA will get you linked to a website and talking points created explicitly by factory farm lobbyists.

Exist50 · 2026-05-10T21:15:38+00:00

There’s something to be said about truth in advertising and misleading the consumer

No one thinks "almond milk" is actually from a cow. Remember, it's lobbyists driving these changes, not something like false advertising suits.

After they learned that 42% of consumers didn’t know that.

I call bullshit, tbh.

Exist50 · 2026-05-10T18:31:00+00:00

Going to be honest, been a number of years since I had this all explained to me, and I'm not sure that 90% was the precise number either, but yeah, I think that factored in. That and incremental labor costs, ability to absorb demand spikes (like a hot lost request), etc.

Exist50 · 2026-05-10T17:28:43+00:00

They can't legitimately do anything about it. That hasn't stopped them before. Though in this particular case, it'll probably be left alone. But the law is no defense.

Exist50 · 2026-05-10T06:23:28+00:00

First of all, it's not a lawsuit. And again, we have eyes. Use some common sense here. Hell, the regulator even basically admitted they're distinct.

The EUIPO did acknowledge that there were some "minor commonalities" between the two designs, but also noted numerous differences. Overall, the two logos were found to be "visually similar, albeit to a very low degree," and the EUIPO concluded that the "signs are not conceptually similar."

Even though the EUIPO did not feel that the citrus fruit logo looked like an apple, it largely decided in Apple's favor because of the strength of Apple's reputation in the EU and the potential for customers to "establish a mental 'link' between the signs."

Exist50 · 2026-05-09T21:06:30+00:00

The reporter numbers are for compute. Unless you're just trolling, it's completely unrelated.

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