Monday, September 1, 2025

Clearing Off The Desk Top -- September 1, 2025

Locator: 49008TECH..

Foundries:

  • 2025 top ten foundries, ranked by reveue, link here;
  • Intel should be ranked #2: $4.4 billion in revenue on foundry segment along; link here.


Market
: this "argument" is now getting tedious. Look in the mirror: are you using AI (ChatGPT, Grok, Claudie, Gemini)? 

Tonight at the social, five of five family members -- three of them not particularly tekkie -- were all using AI -- one was coding using Grok; the others were using ChatGPT. And all five in their sixties and older. AI uses at last 10x whatever a simple Google search used.

  • from The WSJ; link here;
  • from Lisa over at "x"; link here;
  • comparing AI to the dot-com bubble suggests a lot of folks don't understand the difference;
  • if the "bears" are correct, who ends up holding the bag?  Apple, Microsoft, etc, or Nvidia, AMD, etc?
  • the argument won't be settled for several years; but right ow, it sounds like the bears are kicking themselves for not buying Nvidia back in 2012.

Charley Crockett: something doesn't add up.

  • I listened to mostly country / western music on my cross-country trip:
  • eighteen hours on the road listening to the radio; 90% was country / western
  • country from classic to today's country; in other words, every genre;
  • I did not hear one song by Charley Crockett.
  • Charley Crockett had 15 studio albums since 2025
  • 2023: nominated for Artist of the Year, Album of the year, Song of the Year
  • first Grammy Award nomination in 2025 -- that is this year! -- $10 Cowboy
The BYD results were worse than the headline numbers. People don't seem to be paying attention. Sales were way worse than expected; margins were even worse.

Politics: Representative Jerrold Nadler will not run for re-election. If you have to ask who Jerrold Nadler is, it won't mean a thing to you if we told you.

Musical Interlude -- Blogging Will Be Limited For The Rest Of The Week -- Family Commitments -- September 1, 2025

Locator: 49007MUSIC.

Link here.

Long story. A song that brings back a lot of memories. Then, out of nowhere, the song popped up today on a cross-country trip just as I was reaching my destination.

Next in rotation, link here.

When I hear these songs and compare them to Taylor Swift, et al, I am amazed how well these songs have stood the test of time.

"SNL, Casablanca -- Alternate Ending." 

My favorite movie of all time. I watch it at least once every couple of months, if not more often.

I know every line. LOL

This hit the mark.

Link here.

Initial Production For Wells Coming Off Confidential List This Next Week -- September 1, 2025

Locator: 49006WELLS.

The wells:

  • 41521, conf, MRO, Semerad 11-18H, Bailey, npd,
  • 40576, conf, KODA Resources, Amber 1336-5BH, Fertile Valley, npd,
  • 40813, conf, Enerplus, Fort Berthold 148-94-19D-18-9H, Eagle Nest,
DateOil RunsMCF Sold
6-20252736030152
5-20253338130483
4-20252302022692
  • 41076, conf, Hess, GO-Foss Fam TRST-156-97-2314H-5, Dollar Joe,
DateOil RunsMCF Sold
7-202590590
6-2025790515005
5-20251269724565
4-20252022438485
3-20252132441347
  • 40812, conf, Enerplus, Fort berthold 148-94-19D-18-8H, Eagle Nest, 

DateOil RunsMCF Sold
6-20252195525953
5-20252638224181
4-20252033220790
  • 40577, conf, KODA Resources, Amber 1336-6BH, Fertile Valley, npd,
  • 40503, conf, Hess, GO-Foss Fam TRST-156-97-2314H-4, Dollar Joe,
DateOil RunsMCF Sold
7-2025101770
6-20251460431728
5-20251172423939
4-20251964442452
3-20252558648965
  • 36719, conf, Enerplus, Fort Berthold 148-94-19C-18-6H, Eagle Nest, 

DateOil RunsMCF Sold
6-20251864527649
5-20251928720984
4-20251690519905
  • 36718, conf, Enerplus, Fort Berthold 148-94-19C-18-7H, Eagle Nest,
DateOil RunsMCF Sold
6-20251629729005
5-20251158715044
4-20251538721049
  • 40652, conf, Oasis, Lake Trenton Federal 5302 21-31 3B, Eightmile,
DateOil RunsMCF Sold
6-20251712612657
5-20251608710689
4-20252292414926
3-20252331617198
  • 41176, conf, KODA Resources, Amber 1435-5BH, Fertile Valley, npd,
  • 40946, conf, Hess, TI-H. Bakken-157-94-0712H-3, Tioga,
DateOil RunsMCF Sold
7-2025125750
6-20251932035313
5-20252247125333
4-20251965320149
3-20252646624683
  • 40705, conf, Oasis, Lake Trenton Federal 5302 21-31 4B, Eightmile,
DateOil RunsMCF Sold
6-20251740512584
5-20251854712231
4-20252356615472
3-20252130911867
2-2025096
  • 37544, conf, Hess, AN-Lone Tree-152-95-1207H-8, Antelope,
DateOil RunsMCF Sold
7-2025218450
6-20252248855327
5-20252991054724
4-20253735165176
3-20254388061692