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What's the next step change in chip packaging technology? bubble boi: "The main difference between EMIB and CoWoS is CoWoS relies on what we call silicon interposers. They're like these huge plates where you put the chips on, and you start etching channels in between through the interposers." "An... show more
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![.bubble boi's new thesis for Intel is all about advanced packaging, which he says is the new Moore's Law: "Up until this point, Intel's thesis was really a fab turnaround." "Now, I've completely changed my logic. It's about advanced packaging. Advanced packaging to me is the new Moore's Law." "You've kind of already seen this with Vera Rubin, where they can't actually do four dies on one package. They had to change that at the last second." "If you look out to Feynman, the packaging of silicon is a huge bottleneck." "It already was a bottleneck. In 2025, Nvidia was 60% of TSMC's advanced packaging. So everyone else was out there to fend for themselves." "So any kind of advanced packaging that comes to market, that allows people to scale compute way more than I think just shrinking a node does. I mean, shrinking a node's great, but the way Nvidia's timeline — and I think all the hyperscalers as well — [has gone], they want more HBM, they want more radical-sized dies, and they all want it in one package." "That's really where things are headed towards, and I think the market's not pricing that in. I think this is a real sea change to the semi industry."](https://image.24vids.com/tw-2049255025483104275/amplify_video_thumb/2049254855064350720/img/WTNdV7OuVFf6YJvv.jpg)
![Sequoia’s Shaun Maguire says Silicon Valley is undergoing a "Copernican" shift and waking up to the fact that it revolves around a set of much larger industries, not the other way around: "In Silicon Valley, [there's] almost this Copernican principle — where people used to believe that the world revolved around the Earth, then realized that it revolves around the sun." "There's a Silicon Valley parallel where people think that all of technology, all of industry, revolves around Silicon Valley, but it's actually kind of the opposite." "Silicon Valley is Earth, and there are these much bigger forces and bodies, which include energy, the chemical industry, these giant supply chains, and the semiconductor industry, which has been around for a very long time. It was pretty advanced, and people in Silicon Valley forgot about it." "I don't like the language of other industries pivoting into AI. I actually think it's the opposite." "I think it's like Silicon Valley is waking up from its toddlerhood and realizing that there were these giant industries that we underestimated, and they're actually really freaking good at what they do. And we can all benefit by working together."](https://image.24vids.com/tw-2036569397016535269/amplify_video_thumb/2036569253172920320/img/PFRTo78oVPwWNkXJ.jpg)
!["Those monopoles... the 5G on buildings... that's the telecom staking their environment... [it's the] claim [that] they own you, they're going to surveil you...[and the FCC's] opened...the exact bandwidth that is actually weaponized... [and was] used in a theater of war in Iraq" This clip of Reinette Senum (Reinette Senum), a former mayor of Nevada City, California, is taken from an episode of the Children's Health Defense (Children’s Health Defense) series Financial Rebellion posted to Rumble on November 20, 2025. ----------------Partial transcription of clip--------------- "So what we're seeing is, and I'm trying to give some visuals to people, is that this is a chain to, that's going to ensure enslavement. And really they've just got one last link, that's it left, which is scary, but it's also the Achilles heel. And that's where we can really just draw the line and drop the gauntlet. And that link are, are these cell towers, the actual antennas being just popped up everywhere? Because they've got that framework, the infrastructure is there, those are those lines or they're underground. They just need to be able to put the antennas up without any interference whatsoever. "What people also don't realize there's a lot of really nefarious little things in the small print. But when a county or a city actually gives a contract to the telecoms and passes it, what people don't realize is those contracts are generally for 25 years and more than likely it'll be even longer than that because it's just, usually it's consent item. They just, you know, with one, you know, you know, one fell swoop, they just approve everything on the consent items. There's no discussion, no public discussion, no anything, no environment views. And then they add a different type of antenna. "So when those poles, those, those monopoles or the 5G on buildings, whatever, that's the telecom staking their environment. Their, their real estate claim. This is essentially vertical real estate. And the reason why they want to claim it and oversaturate it is because when they stake that claim, they own you, they're going to surveil you, they're going to spy on you, they're going to control you. They're going to take all that data where you're shopping, where you're spending, who you, where you're driving, what you're doing, all of your whereabouts, all of that data, they're going to collect it. "What we do know too, and you have to ask, why would the FCC do this? Was just a few years ago the FCC opened up a bandwidth, okay, so you have this spectrum and they only allow so much of this bandwidth to be sold and auctioned off to the telecoms. And what they did was a few years ago is they opened it up to the millimeter wave, to the exact bandwidth that is actually weaponized, is militarized, is used in a theater of war in Iraq. "We have a couple examples of what it can do. In 1991, military was celebrating. This is so phenomenal. We use the Millimeter wave. And what we did is we actually supplanted the, the voice of Allah into the soldiers and the farmers and the ranchers down below on the ground in Iraq. And we told them to give up their arms, put up their hands and you know, turn themselves in. It was a great it was a great win. It's like, wait, you did what to them? "Then I had another roommate of mine who's a former Air Force flight surgeon saying, oh yeah, we used to fly, you know, above Middle East and we would shoot down a beam of 5G and we would scramble the brains of anyone down on the ground. And then the foot soldiers would come along after that and shoot and kill anybody who was moving or looked alive whatsoever. And I had asked her, I said, well, this is horrific. Exactly what would that experience be to somebody on the ground? Well, they just hear a lot of static and they would then just drop dead because we just scrambled their brains. This, this is, these are the frequencies that the FCC put on the market. "Now the telecoms have this available to them. Why? Why would they ever allow this? Okay, so there's that piece. So they stake their claim, they're there for at least 25 years, but actually it's going to be longer. They have complete control and they are monitoring everything. And if they want to, they can do a slow cook or they can target. And that's the difference with the millimeter wave is... the millimeter wave actually targets the phone, it targets the person. Whereas 3G, 4G is just ubiquitous. As you send out the signal, you pick it up or you don't. There's that piece. "The other hidden piece that people do not realize is that in most of all these telecom contracts with the counties and the cities, basically they say, okay look it, you can use whatever kind of technology you want. You can go for 3G, 5G, 10G, 20G, we don't care as long as the antennas look like the original antennas when the, the whatever was installed. So that could be any kind of technology. So it could be a weaponized technology which is now what we are seeing already. And there's nothing you can do about it. "And while... they may have it on the agenda to vote on, generally there's no notification. People have no idea. Again, it's under consent items, which means there's probably 10, 20 other agenda items. They just vote all one fell, you know, swoop, just like what we kind of saw with Congress the other day. And, and it's done. There's a switch, and you have no idea. So this is also a Trojan horse. "And I try to say to people, when I look at cell towers, I see it as a towering Trojan horse for the military industrial complex, the surveillance state, the whole digital dystopian, you know, prison that we're talking about. This is the only way they can do it. The only way they can do it is by having these antennas everywhere. And while they do have satellite, there's more wiggle room there. But this is how they're going to do it. What's happened now is the FCC and congressional members, are paving the path where nobody can stop it."](https://image.24vids.com/tw-1991577983438798931/amplify_video_thumb/1991574682924118020/img/NTYvMXYc_eFldB2V.jpg)
![.Rob Miles is spitting fire: “People are starting from a prior in which ‘[AIs] are safe until you give me an airtight case for why they're dangerous.’ This framing is exhausting. You explain one of the 10,000 ways that AIs could be dangerous, then they explain why they don't think that specific thing would happen. Then you have to change tack, and then they say, 'your story keeps changing'... "If you're building an AGI, it's like building a Saturn V rocket [but with every human on it]. It's a complex, difficult engineering task, and you're going to try and make it aligned, which means it's going to deliver people to the moon and home again. People ask “why assume they won't just land on the Moon and return home safely?" And I'm like, because you don't know what you're doing! If you try to send people to the moon and you don't know what you're doing, your astronauts will die. [Unlike the telephone, or electricity, where you can assume it’s probably going to work out okay] I contend that ASI is more like the moon rocket. "The moon is small compared with the rest of the sky, so you don't get to the moon by default - you hit some part of the sky that isn't the moon. So, show me the plan by which you predict to specifically hit the moon." And then people say, “how do you predict that [AIs] will want bad things?” There's more bad things than good things! It's not actually a complicated argument... I'm not going to predict specifically where it off into random space your astronauts are going, but you're not going to hit the moon unless you have a really good, technically clear plan for how you do it. And if you ask these people for their plan, they don't have one. What's Yann Lecun’s plan?” "I think that if you're building an enormously powerful technology and you have a lot of uncertainty about what's going to happen, this is bad. Like, this is default unsafe. If you've got something that's going to do enormously influential things in the world, and you don't know what enormously influential things it's going to do, this thing is unsafe until you can convince me that it's safe." HOST: “That’s a good way of thinking about it - with some technologies you can assume that the default will be good or at least neutral, or that the capacity of a person to use this in a very bad way is bounded somehow. There's just only so many people you could electrocute one by one."](https://image.24vids.com/tw-1684670109636300800/ext_tw_video_thumb/1684659748820426752/pu/img/FjRpVoLx9OkSek6l.jpg)
![Curtis Yarvin on how "the Left" has executed population replacement in the White Dominions as a "stalk and charge." "This is a predator... [and] they're starting to speed run...mass immigration is not 2 million people entering the US a year...[it's] 10... to 100 million a year" This clip of Yarvin (Curtis Yarvin), a political blogger and software developer (according to Wikipedia), is taken from a conversation with Peter McCormack (Peter McCormack 🏴☠️🇬🇧🇮🇪) posted to McCormack's eponymous YouTube channel on February 23, 2026. ---------------Partial transcription of clip---------------- "You might think that people getting red-pilled in various ways is something that would really put a stop to this craziness of population replacement. Oh, no, actually it's quite very much the reverse. "Because there's something anyone who's totally lost faith in the Left, in a way, they have many complaints with the Left. But it all boils down to, you basically recognize that this is not a vegetarian thing. This is a predator, right? "And so this is a predator. And so when a predator such as a lion is hunting, there are basically two phases of the pursuit. There's the stalk and the charge. And the stalk is like, well, nobody really knows what's going on here. Like, let's take the demographic replacement in the U.S. It's from the, you know, the 1965 Immigration Act. And politicians swore up and down that this was not what it, what it was. Basically, since that act, basically it's brought like 100 million people from the third world into the US, right? "Something like that. Solid, solid numbers like that. And, but in order to sort of do that, you know, you couldn't have this giant boat lift where, you know, some gigantic version of the Empire Windrush brought 100 million people at the same time. It's more a case of like, you know, slowly, slowly, catchy, catchy fish, right? You know, where you're kind of tickling it and you're like, oh yeah, oh yeah, our friends from, you know, we're open, our hearts are welcoming, right? "You know, like all of this, like, you know, stuff that's just of course, unbelievably sinister because it's sort of trading on people's goodwill and people's good wishes. It's like this con. But the thing is, when people, when enough people see the con, and all of these systems are incentive-based, they're not based on planning, the Left is not run by some cabal. It's incentives that drive things. "What you're seeing, especially in what used to be called the white dominions, Canada, Australia, New Zealand, especially is you're seeing they're starting to speed run, they're starting to come out of their crouch and basically just be like, yeah, actually we're, I mean in the 21st century, I think they've increased the population of Canada by like 35%. Right? "And so even that is small. Even that is small. The Spanish government was just like, we're going to legalize 500,000. Oh, but that's just an estimate. That's just an estimate of how many people that plan will suck in it probably will be more like over a million. Right. "And so you know and those people are Schengen. They can go anywhere in Europe and you will see them do that and the like and and so what you could see in the US if basically the next time Democrats win the presidency people go on about like mass immigration. Like no, we've not seen mass immigration. You have no idea what mass immigration is. "Mass Immigration is not 2 million people entering the US a year. Mass immigration starts I I would call it mass until it was like 10 a year. And like mass immigration is really the 10 to 50 to 100 million a year. But that's what could spark civil war. No, no— I don't know I'm seeing it here. No because people have no balls. People have no balls—"](https://image.24vids.com/tw-2029610647126966305/amplify_video_thumb/2029606446493732864/img/BE-GIvcB3h69EaSu.jpg)
