Author: Art Diamond

Intel Was a Feared Monopoly but Now “Is in a Fight for Its Life”

(p. B3) It might not look like it yet, but Intel is in a fight for its life.

. . .

The threats to Intel are so numerous that it’s worth summing them up: The Mac and Google’s Chromebooks are already eating the market share of Windows-based, Intel-powered devices. As for Windows-based devices, all signs point to their increasingly being based on non-Intel processors. Finally, Windows is likely to run on the cloud in the future, where it will also run on non-Intel chips.

. . .

It wasn’t always this way. For decades, Intel enjoyed PC market dominance with its ride-or-die partner, Microsoft, through their “Wintel” duopoly.

. . .

I asked Dan Rogers, vice president of silicon performance at Intel, if all of this is keeping him up at night. He declined to comment on Intel’s past, but he did say that since Pat Gelsinger, who had spent the first 30 years of his career at Intel, returned to the company as CEO in 2021, “I believe we are unleashed and focused, and our drive in the PC has in a way never been more intense.”

. . .

Geopolitical factors, for one, have the potential to change the entire chip industry virtually overnight. Intel could suddenly become the only game in town for the most advanced kind of chip manufacturing, if American tech companies lose access to TSMC’s factories on account of China’s aggression toward Taiwan, says Patrick Moorhead, a former executive at Intel competitor AMD, and now head of tech analyst firm Moor Insights & Strategy.

When it comes to Intel, he adds, “Never count these guys out.”

For the full commentary, see:

Christopher Mims. “KEYWORDS; Is This the End of ‘Intel Inside’? Not If Intel Has Anything to Say About It.” The Wall Street Journal (Saturday, Dec. 2, 2023): B13.

(Note: ellipses added.)

(Note: the online version of the commentary has the date December 1, 2023, and has the title “KEYWORDS: CHRISTOPHER MIMS; Is This the End of ‘Intel Inside’?”)

“We Don’t Talk Anymore About Freedom”

(p. 25) “Gorbachev will pay for his sins! I can’t stand the sight of his pig’s mug!” On a winter day early in 2001, Grigori Romanov, once the party boss of Leningrad and an odds-on favorite to take over the Kremlin, stood on a Moscow sidewalk ranting to me, a Moscow correspondent for Time magazine, about Mikhail Gorbachev.

In the spring of 1985, Romanov had famously lost his shot at the government’s top post to the prematurely balding apparatchik from Russia’s south. It was Gorbachev — “a peasant who had no right coming to the big city,” Romanov all but shouted at me — who “started this disaster.”

. . .

. . . it’s only fitting that in “The Picnic,” Matthew Longo, an American political scientist who teaches in the Netherlands, revisits in captivating detail the actions of ordinary people during that heady summer of 1989, when the Iron Curtain cracked and a magical word — “freedom” — swept across the Eastern bloc. Within two years, the Soviet empire was over.

. . .

Longo sets himself a tight focus: the “Pan-European Picnic,” a stunt of political theater — organized by “budding” oppositionists (including the future prime minister of Hungary Viktor Orban, then a 26-year-old “with wild black hair and fire in his eyes”) and encouraged by a few reform-minded Communist higher-ups — that turned into political action. The picnic, a “giant, open-air party” convened on Aug. 19, 1989, and attended by hundreds, surprised all by forcing open the barbed-wire border between Austria and Hungary.

Blending oral history and political theory (including cameos by Plato and Isaiah Berlin), Longo recounts the drama in a vivid, fast-paced narrative.  . . .  . . ., Longo’s argument rings clear: “Sometimes the most important moments in history are forged by ordinary people.”

For Longo, the picnic was a revolutionary moment, bringing not only euphoria but an estimated 600 East Germans (in Hungary on “vacation”) across the border. “The scene was utter chaos,” Longo writes. “East Germans celebrating on the other side of the line; Hungarian officers in heated conversations; Austrians walking into Hungary, Hungarians crossing into Austria.” Three months later, the Berlin Wall fell. And in August 1991 — on the second anniversary of the picnic — a crew of revanchist putschists failed miserably in Moscow, speeding the demise of the Soviet Union.

. . .

“We don’t talk anymore about freedom like we did in 1989,” Longo writes, “freedom for collectivities, continents even; freedom for people fleeing oppression, wherever it is they were coming from.” He is right.

. . .

“All nations should have the opportunity for freedom,” Gorbachev said in one of his final interviews. This may sound like wishful thinking. But it happened to be the foolhardy belief that animated the ordinary heroes of Longo’s tale, both those who acted (politicians and civilians) and, just as vitally, those who did not (border guards and party lifers, who owed all they had ever known to the status quo), as well as, not least, the “peasant” who rose to the Kremlin.

For the full review, see:

Andrew Meier. “Bringing Down the Curtain.” The New York Times Book Review (Sunday, November 19, 2023): 25.

(Note: ellipses added.)

(Note: the online version of the review has the date Nov. 5, 2023, and has the title “The ‘Picnic’ That Brought Down the Iron Curtain.”)

The book under review is:

Longo, Matthew. The Picnic: A Dream of Freedom and the Collapse of the Iron Curtain. New York: W. W. Norton & Company, 2023.

Charlie Munger Had “Epistemic Humility,” Endorsing Confucius’s Claim “That Real Knowledge Is Knowing the Extent of One’s Ignorance”

Epistemic humility is honest and useful, but is often punished. We often admire the confident, whether their confidence is justified or not. But I do not agree with Confucius–we can have real knowledge beyond knowing we are very ignorant.

(p. B1) I had the extraordinary good luck to get to know Charlie Munger in the past two decades.

. . .

More than almost anyone I’ve ever known, Munger also possessed what philosophers call epistemic humility: a profound sense of how little anyone can know and how important it is to open and change your mind.

. . .

(p. B4) Munger—who graduated magna cum laude from Harvard Law School without ever earning a college degree—knew perfectly well how smart he was. And it is an understatement to say he didn’t suffer fools gladly. In an interview with The Wall Street Journal in 2019, he used the phrase “massively stupid” at least seven times to describe other people and even entire professions.

So was he a cocky, cranky old man yelling at the clouds?

No. If there was one thing Munger knew, it was himself. As he told me in 2014, “Confucius said that real knowledge is knowing the extent of one’s ignorance . . . .  Knowing what you don’t know is more useful than being brilliant.”

For the full commentary, see:

Jason Zweig. “THE INTELLIGENT INVESTOR; Charlie Munger’s Reflections on His Life, Luck and Success.” The Wall Street Journal (Saturday, Dec. 2, 2023): B1 & B4.

(Note: ellipses between paragraphs added; ellipsis internal to the penultimate quoted paragraph in original.)

(Note: the online version of the commentary has the date November 29, 2023, and has the title “THE INTELLIGENT INVESTOR; Charlie Munger’s Life Was About Way More Than Money.”)

Communists Extinguish Hong Kong’s “Brash Flash”

(p. 8) It was never just about the neon, that Cubist, consumerist razzle-dazzle cantilevered over Hong Kong’s streets announcing pawnbrokers and mooncake bakers, saunas and shark’s fin soup shops.

. . .

Because while the government’s crackdown on the neon signs stems from safety and environmental concerns, the campaign evokes the fading of Hong Kong itself: the mournful allegory for an electric city’s decline, the literal extinguishing of its brash flash.

Nights in Hong Kong these days feel as if still in the pall of a plague, or a deep political malaise.

Many of the tourists and resident foreigners are gone, the old party spots unsullied by their beer-guzzling excess.

Hong Kongers have left, too. More than 110,000 permanent residents departed last year, and the city’s population of those worth more than $30 million shrank by 23 percent, according to government and wealth survey data.

Their departure, a quarter-century after the territory reverted from British to Chinese rule, has been spurred by the territory’s economic decline and by an acute diminishment of political rights.

. . .

A national security law, imposed in 2020, criminalizes acts considered threatening to the state. Students, former legislators and a former media mogul sit in prison because of it.

. . .

The Hong Kong filmmaker Anastasia Tsang’s directorial debut, “A Light Never Goes Out,” is about a family coping with the death of a neon sign maker. The film, Hong Kong’s submission for next year’s Oscars, is an elegy for a disappearing craft that could also be a requiem for something larger.

“Hong Kong people have a very strong feeling of loss,” Ms. Tsang said. “Every day you’ve got a friend or relative who’s going to emigrate. Every day you feel like some part of your flesh is being taken from your skeleton.”

For the full story, see:

Hannah Beech. “A City Where a Lot More Than Neon Is Fading Out.” The New York Times, First Section (Sunday, December 10, 2023): 8.

(Note: ellipses added.)

(Note: the online version of the story has the date Dec. 9, 2023, and has the title “Where Did All the Hong Kong Neon Go?”)

Elon Musk Is Not Antisemitic; He Is Anti the Censorship of “a Specific Jewish Group, the Anti-Defamation League”

(p. A15) Major papers like the Journal, New York Times and Washington Post report that advertisers are again fleeing the service previously known as Twitter because, these papers explain, owner Elon Musk endorsed “an antisemitic post.”  . . .

. . .  A user @breakingbaht expressed a lack of sympathy for “Jewish communities” (emphasis added) that allegedly encouraged “the exact kind of dialectical hatred against whites that they claim to want people to stop using against them” while supporting immigration of “hordes of minorities.”

After Mr. Musk responded “You have said the actual truth,” the New York Times cited equally undefined “Jewish groups” as detecting in the original tweet a common antisemitic trope. In one Times account, the phrase “Jewish communities” was transmuted into “Jewish people.”

. . .

The Journal examined the context and suggested Mr. Musk was really exercised about a specific Jewish group, the Anti-Defamation League, which has largely adopted the identitarian and censorship agendas of the progressive left.

For the full commentary, see:

Holman W. Jenkins, Jr. “BUSINESS WORLD; How Elon Became an ‘Antisemite’.” The Wall Street Journal (Wednesday, Nov. 29, 2023): A15.

(Note: ellipses added. In the original version, the phrase “Jewish communities” (but not the rest) is emphasized by italics.)

(Note: the online version of the commentary was updated November 28, 2023, and has the title “BUSINESS WORLD; Opinion: How Elon Became an ‘Antisemite’.”)

With Repeated Experiences We Establish “a Personal Relationship” with Technological Tools

In a philosophy course that our daughter Jenny took at Notre Dame, a reading or two suggested that repeated experience with technologies make them almost extensions of our own senses, expanding what Ed Yong (quoting others) calls our “umwelt” (which I think means the scope of the sensory world we can experience). My guess is that pilot Brian Shul (who is discussed below) experienced this after many hours piloting the SR-71 Blackbird. If this is an important phenomenon, and I think it is, then it increases even further the diversity of what Hayek called “local knowledge” and what Polanyi called “tacit knowledge.”

(p. A17) Brian Shul, a retired Air Force major who modestly described himself as “a survivor” rather than a hero after he was downed in a Vietnamese jungle, suffering near-fatal injuries, before rebounding to pilot the world’s fastest spy plane, died on May 20 [2023] in Reno, Nev.

. . .

His final assignment, before he retired in 1990 after a two-decade military career, was piloting the SR-71, the world’s highest-flying jet.

The aircraft, nicknamed the Blackbird and deployed to monitor Soviet nuclear submarines and missile sites, as well as to undertake reconnaissance missions over Libya, could soar to 85,000 feet, fly at more than three times the speed of sound and survey 100,000 square miles of the Earth’s surface in a single hour.

“To fly this jet, and fly it well, meant establishing a personal relationship with a fusion of titanium, fuel, stick and throttles,” Major Shul wrote in his book “Sled Driver: Flying the World’s Fastest Jet” (1991), invoking the detractive nickname that U-2 pilots had pinned on their faster Blackbird counterparts. “It meant feeling the airplane came alive and had a personality all her own.”

Major Shul piloted the Blackbird for 2,000 hours over four years.

. . .

The Lockheed SR-71 soared so high into the mid-stratosphere that its crew was outfitted in spacesuits, and it flew so swiftly that it could outpace missiles.

“We were the fastest guys on the block and loved reminding our fellow aviators of this fact,” Major Shul wrote.

. . .

In Vietnam, he was a foreign air adviser during the war, piloting support missions in conjunction with the Central Intelligence Agency’s Air America, which flew reconnaissance, rescue and logistical support missions for the military.

When his aircraft was attacked, he crash-landed in the jungle, where he was rescued by a Special Forces team and evacuated to Okinawa, Japan. Doctors there predicted that his burns would prove fatal.

. . .

. . . one day, while lying in bed, he heard children playing soccer and, as he remembered being their age, the radio began to play Judy Garland’s “Over the Rainbow.”

“You listen to the words to that song — it’s all about daring to dream,” Major Shul said in a speech at the Lawrence Livermore National Laboratory in California in 2016.

“I heard the words of that song for the first time that day,” he continued. “They penetrated my brain sharper than any scalpel they were using, and I could look out the window and see the other side of the rainbow and those kids, and I made a choice. I made a decision right then. I am going to try to eat the food tomorrow. I want to live. I’m going to try to survive.”

For the full obituary, see:

Sam Roberts. “Brian Shul, Fighter Pilot Who Flew World’s Fastest Plane, Dies at 75.” The New York Times (Saturday, June 3, 2023): A17.

(Note: ellipses, and bracketed year, added.)

(Note: the online version of the obituary was updated June 8 [sic], 2023, and has the title “Brian Shul Dies at 75; Fighter Pilot Who Flew World’s Fastest Plane.”)

The Shul autobiography quoted in a passage above is:

Shul, Brian. Sled Driver: Flying the World’s Fastest Jet. 2nd ed. Chico, CA: MACH 1, Inc., 1991. [I am not sure the year is right in this citation. Maybe it should be 1992. I have not seen a copy of the book, and citations online are inconsistent.]

The Yong book I mention at the start is:

Yong, Ed. An Immense World: How Animal Senses Reveal the Hidden Realms around Us. New York: Random House, 2022.

Communist China’s Restriction of Citizens’ Freedom Shows Its “Fragility”

(p. A8) HONG KONG—Prominent Pro-democracy activist Agnes Chow said she was exiling herself in Canada after getting her passport back from police in return for taking a patriotic trip to China, an exchange that sheds light on Hong Kong’s efforts to re-educate political opponents.

. . .

When Chow returned to Hong Kong, she said, she was instructed to write a letter thanking the police for the trip and enabling her to understand the great development of the motherland.

. . .

“I have never denied China’s economic development,” Chow wrote on Instagram. “But how can such a powerful country send people who fight for democracy to prison, restrict their freedom of movement, and even require them to go to mainland China and visit patriotic exhibitions in exchange for their passports? Is this not a kind of fragility.”

For the full story, see:

Elaine Yu. “Activist Flees Hong Kong After China Trip.” The Wall Street Journal (Tuesday, December 5, 2023): A8.

(Note: ellipses added.)

(Note: the online version of the story was updated Dec. 4, 2023, and has the title “Activist Flees Hong Kong After Re-Education Trip to China.”)

Canada’s “Onerous” and “Restrictive” Rules and Massive Cuts in Forest Service Staff Explain 2023 Summer Wildfires

(p. A10) Canada’s capacity to prevent wildfires has been shrinking for decades because of budget cuts, a loss of some of the country’s forest service staff, and onerous rules for fire prevention, turning some of its forests into a tinderbox.

. . .

People who study Canada’s response say it’s been weakened by a variety of forces, including local and national budget cuts for forests, cumbersome safeguards for fire prevention and a steep reduction in the number of forest service employees.

. . .

Some communities of Indigenous people — whom wildfires disproportionately affect because they often live in fire-prone areas — have hewed to the practice of controlled burning.

Two years ago, while a record-breaking heat wave exacerbated wildfires across British Columbia, some of the flames roared close to the Westbank First Nation, an Indigenous community in the Okanagan Valley. But years of thinning the forest and managing their land using cultural burning practices prevented the fire from causing any major damage to the community.

Across Canada, there are a handful of controlled burns each year, according to partial figures compiled by the National Forestry Database. Foresters seeking to perform them must go through a lengthy process to get approval from a province.

. . .

In some fire seasons, the duration of the approval process exceeds the narrow window when weather conditions are favorable for controlled burns.

. . .

“Essentially, you’ve handcuffed folks — foresters and silviculturists — from being able to get off successful prescribed burns because we made the rules so onerous and so restrictive” causing more wildfire fuel to be left on the forest floor, said Sarah Bros, a forester and co-owner at Merin Forest Management based in North Bay, Ontario, who has done prescribed burning.  . . .

. . . in the late 1990s , , , the Canadian Forest Service’s staff size [shrunk] from 2,200 to the 700 people it now employs.

For the full story, see:

Vjosa Isai and Ian Austen. “Cutbacks in Fire Prevention Haunt Canada.” The New York Times (Saturday, June 10, 2023): A10.

(Note: ellipses added.)

(Note: the online version of the story has the date June 9, 2023, and has the title “Canada’s Ability to Prevent Forest Fires Lags Behind the Need.”)

“People’s Experience with the D.M.V.” Teaches Them “the Government Is Plodding, Slow”

(p. B1) The film “Leave the World Behind” centers on the idea of mistrust and how easy it is for humans to lose empathy for one another when faced with a crisis. It is at once unnerving, misanthropic and bleak, and, perhaps somewhat surprisingly, it’s produced by Barack and Michelle Obama’s production company, Higher Ground.

. . .

(p. B5) While Mr. Obama was no stranger to Hollywood — since his early days of campaigning for the presidency he found a welcoming audience among the show business elite — he has found that working in this business has taken some getting used to.

“It’s ironic that the private sector is made out to be this hyper-efficient thing, and the government is plodding, slow,” he said. “I think part of it is ideological and part of it is people’s experience with the D.M.V.”

For the full story, see:

Nicole Sperling. “Reimagining Storytelling, Obama Style.” The New York Times (Friday, December 8, 2023): B1 & B5.

(Note: ellipsis added.)

(Note: the online version of the story was updated Dec. 7, 2023, and has the title “Obamas’ Vision for Hollywood Company: ‘This Isn’t Like Masterpiece Theatre’.”)

Milken’s Junk Bond Innovation “Opened Up Cheaper and More Efficient Financing”

(p. A15) In “Witness to a Prosecution,” Mr. Sandler, a childhood friend who was Mr. Milken’s personal lawyer at the time, walks the reader through Mr. Milken’s 30-plus year legal odyssey, beginning in 1986 with the federal government’s investigation, followed by his indictment, plea bargain, and prison term, right through to his pardon by President Donald Trump in 2020. The author tells a convincing and concerning story of how the government targeted a largely innocent man and, when presented with proof of that innocence, refused to turn away from a bad case.

. . .

After reading Mr. Sandler’s account, I no longer believe in Mr. Milken’s guilt, and neither should you. The author argues that most of what we know about Mr. Milken’s misdeeds is grossly exaggerated, if not downright wrong. What the government was able to prove in the court of law, as opposed to the court of public opinion, were mere regulatory infractions: “aiding and abetting” a client’s failure to file an accurate stock-ownership form with the SEC, a violation of broker-dealer reporting requirements, assisting with the filing of a false tax return. There was no insider-trading charge involving Mr. Boesky or anyone else, because the feds couldn’t prove one.

. . .

When you digest the reality of the case against Mr. Milken, you find that much of it was nonsense. As Mr. Sandler puts it: “The nature of prosecution and the technicality and uniqueness of the regulatory violations . . . certainly never would have been pursued had Michael not been so successful in disrupting the traditional way business was done on Wall Street.”

. . .

The junk-bond market he helped create has opened up cheaper and more efficient financing to many more companies than it ever destroyed. What started as a $10 billion market is now standing at around $1.4 trillion.

For the full review, see:

Charles Gasparino. “The Milken Story Revisited.” The Wall Street Journal (Monday, Dec. 18, 2023): A15.

(Note: ellipses between paragraphs added, ellipsis internal to penultimate quoted paragraph in original.)

(Note: the online version of the review has the date December 17, 2023, and has the title “BOOKSHELF; ‘Witness to a Prosecution’ Review: The Milken Story Revisited.”)

The book under review is:

Sandler, Richard V. Witness to a Prosecution: The Myth of Michael Milken. ForbesBooks: Charleston, South Carolina, 2023.

Rob Reiner Says Today “All in the Family” Scripts “Would Get Cancelled”

(p. C4 ) Reflecting on Norman Lear’s death, Rob Reiner was understandably heartbroken on Wednesday [Dec. 6, 2023].

. . .

Reiner won two Emmy Awards for playing the liberal son-in-law, Michael, of the close-minded racist Archie Bunker on Lear’s most famous sitcom, “All in the Family,” which ran from 1971 to 1979 on CBS.

. . .

No matter the issue that “All in the Family” dealt with on any given week — and it tackled thorny topics that would be considered contentious today: abortion, racism, gun rights — that issue would became water cooler talk the next morning. “You don’t have those kinds of communal experiences where you can talk to people,” Reiner said.

“The country either sided with Archie or sided with Mike, and that made for great discussions,” he continued. Lear “definitely tapped into something that nobody had ever done before or even since.”

Lear, who was 101 years old, drew inspiration from his favorite play: George Bernard Shaw’s “Major Barbara.” If you did not know that Shaw was a liberal, Reiner said, “you’d go to the play and you’d come away with the equal pro-war/antiwar — you’d come away with equal arguments on both sides, and it was made to spawn discussion.” And that’s what Lear wanted to do. “So he presented both sides. Archie had his side. And the character I played had my side, and we went at each other,” Reiner added.

That approach would likely never gain ground today, Reiner said. “He put a racist out there and the way racists really talk. And now, if you said things like that, you would get canceled.”

Lear would stir the pot. “He would ask us to look into ourselves and what did we think, what were our feelings about this. And we poured it into the show. So it made the show better. And he did that with everything he did. Fearless.”

For the full story, see:

Maya Salam. “Rob Reiner Recalls a Man Who Loved America.” The New York Times (Saturday, December 9, 2023): C4.

(Note: ellipses, and bracketed date, added.)

(Note: the online version of the story has the date Dec. 6, 2023, and has the title “Rob Reiner Remembers Norman Lear: We’ve Lost ‘a Real Champion of America’.”)