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Culture War Roundup for the week of August 25, 2025

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Just no one has even tried to explain how exactly government buying up and owning private enterprise is a smart idea (something that we've been saying isn't good for decades) and why it's a solid goal towards improving the nation's economy and wealth.

Plenty of people have explained it. The race for AI is seen as existential between the U.S. and China. If Intel is owned and operated by a Chinese CEO, that's a major security risk. Therefore Trump and his team took extreme measures to make sure Intel was loyal to the U.S.

I'm not saying it will work or won't have other knock-on effects, but that was the straightforward justification.

I don't think Intel is relevant in the current AI race.

They're not nVidia (and not even Intel's own foundry, lol), but the ARC models are encouraging. A bit better for inference in raw specs than an nVidia 4060, mostly hampered by poor software support that's quickly improving, and that the chips themselves are just coming from whatever spare time is available on a mostly-saturated TSMC line.

If Intel can get the software support figured out, and get their own foundry up and running, they'll have a pretty major impact on the market. But while the former isn't a huge leap of faith, the latter has got a lot of question marks on whether they're even going to try for it.

EDIT: While less central, there are some industry components to the CPU side that matter a bit, with AMX doing well enough that AMD felt they had to kinda smear it, and I think there's some KV cache stuff they're ahead on Intel around. Less important for training and especially the 500B+ parameter space that modern LLMs have moved into, but there's a lot of strategically relevant spaces well below that range.