u/Friendxx

Basically anything you buy from Teddy Baldassarre’s website is final sale. They give you 5 days to return, but if you so much as wear anything, take any plastic off, or show any minor sign of use, there’s no returns. I can understand if you’re talking about an expensive watch, but this BS return policy applies to cheap accessories and straps that cost less than $100. I mean, this type of anti-consumer return policy is unheard of in retail these days.

i had the tissot seastar on the default bracelet that felt too heavy, so i bought the official tissot strap with butterfly clasp. tissot must've forgotten to test their product, because the clasp buttons are sharp as hell, almost like a dull knife. digs into my wrist whenever i wear it. i've removed all the plastic, and still digs into my wrist with every gentle contact. i bought from a retailer that i can't return used straps, so i'm stuck with this. i might have to switch back to the bracelet because heavy is better than having this sharp metal on my wrist.

wtf is tissot thinking, this is such poor quality, and they have the nerve to charge a hundred dollars for this crap.

Sony seems pretty much always go to #1 movie on Netflix. Now it’s GOAT, a few weeks ago it was Anaconda, and K-POP Demon Hunters was #1 for most of last year. New films are pretty much Sony + Netflix’s own productions. The films from other studios are almost always re-runs of old movies. Seems like Netflix is really leaning on Sony for prestige film titles.

SONY has been making a lot of moves lately in Physical AI chips. They just announced last week a JV with TSMC to build Sony's CMOS image sensor chips, which both Sony and TSMC said will be a major AI chip in Physical AI (humanoid robots and self-driving cars). If you don't know what this chip does, you can find good explanation by searching 'Sony physical AI chip' on YouTube.

A few weeks before that, Sony joined a JV that Softbank is leading to build a 1 trillion parameter Physical AI foundational model. By comparison, the best Physical AI models today, like NVIDIA's GR00T model has only 3 billion parameters. So the Softbank-Sony model is over 333x the number of parameters in NVIDIA's flagship humanoid model. Sony intends to use this model for AI robotics, while their other JV partner Honda is going to use it for self-driving cars.

A few weeks ago, Sony announced the Japanese federal government is investing $380M equity-free grant in their new CMOS image sensor plant. The Japanese government says this is to secure Japan's leadership in the future of Physical AI via the Sony AI chip.

Last month, Sony's own AI research lab published the cover paper in Nature scientific journal, describing how Sony built the world's first AI robot that beat elite human table tennis players. Their robot is loaded with Sony's CMOS image sensor chips. The last time a big tech company announced in Nature that their AI beat humans in elite competition was Google DeepMind beating elite human Go players, and that started the entire AI revolution as we know it today.

SONY this week just started rebounding from their 52 week low (PlayStation business got hit by the current AI memory shortage), but stock is up about 10% this week after their strong earnings forecast last week.

TSMC is the godfather of the AI chip business. NVDA, AMD, MU, Intel, Apple, SK Hynix, etc. all rely on TSMC for fabrication. Yet the only company TSMC has invested it's own capital in is SONY. On Sony's earnings yesterday, their CEO dropped the news that they are entering into a new JV with TSMC to build "next-generation" CMOS image sensor chips, to enable physical AI such as self-driving cars and humanoid robots. This is the second JV that TSMC has with Sony to build this type of chip for Physical AI. Sony CEO said both Sony and TSMC believe in the future demand of physical AI, and both companies want to capture this demand through this new fab JV. If you don't know what Sony's AI chip does, you can find good explanations on YouTube just search 'sony physical AI chip'.

We all know that TSMC has WAY MORE demand for its fabs than it has capacity for. NVDA, AMD, MU, Intel, Apple etc. are dangling hundreds of billions to get TSMC production. Therefore, TSMC would never allocate its manufacturing, engineering, management resources, and let alone billions of its own capital to build a new AI chip plant with Sony if TSMC didn't see significant demand for this type of AI chip. We're all outsiders, but TSMC is the ultimate insider in AI chips, they see and know EVERYONE in the industry, yet they've chosen SONY as the partner to invest in (plus this is the second CMOS image sensor JV that TSMC is doing with Sony, the first one was just completed in 2024). So TSMC is actually doubling down on the Sony AI chip. TSMC putting up their own capital in SONY fab is the ultimate insider signal that there's something very interesting going on here.

If you think about it, TSMC is EXTREMELY capacity constrained with GPUs, CPUs, and memory. Every chip company from NVDA, to AMD, to MU, to Broadcom, to SK Hynix, to Intel, would LOVE to do a JV with TSMC to increase their own production. But TSMC made the conscious choice to do a JV with Sony in the midst of the GPU and memory shortage, instead of investing their capital and human resources to simply expanding GPU and memory production. Furthermore, not just one JV, but the SECOND JV with Sony for the exact same AI chip in the last 2 years. That says a lot about what TSMC thinks about the potential of Sony’s AI chip.

TSMC is the godfather of the AI chip business. NVDA, AMD, MU, Intel, Apple, SK Hynix, etc. all rely on TSMC for fabrication. Yet the only company TSMC has invested it's own capital in is SONY. On Sony's earnings yesterday, their CEO dropped the news that they are entering into a new JV with TSMC to build "next-generation" CMOS image sensor chips, to enable physical AI such as self-driving cars and humanoid robots. This is the second JV that TSMC has with Sony to build this type of chip for Physical AI. Sony CEO said both Sony and TSMC believe in the future demand of physical AI, and both companies want to capture this demand through this new fab JV. If you don't know what Sony's AI chip does, you can find a good explanation by searching 'sony chip stock investor' on YouTube.

We all know that TSMC has WAY MORE demand for its fabs than it has capacity for. NVDA, AMD, MU, Intel, Apple etc. are dangling hundreds of billions to get TSMC production. Therefore, TSMC would never allocate its manufacturing, engineering, management resources, and let alone billions of its own capital to build a new AI chip plant with Sony if TSMC didn't see significant demand for this type of AI chip. We're all outsiders, but TSMC is the ultimate insider in AI chips, they see and know EVERYONE in the industry, yet they've chosen SONY as the partner to invest in (plus this is the second CMOS image sensor JV that TSMC is doing with Sony, the first one was just completed in 2024). So TSMC is actually doubling down on the Sony AI chip. TSMC putting up their own capital in SONY fab is the ultimate insider signal that there's something very interesting going on here.

If you think about it, TSMC is EXTREMELY capacity constrained with GPUs, CPUs, and memory. Every chip company from NVDA, to AMD, to MU, to Broadcom, to SK Hynix, to Intel, would LOVE to do a JV with TSMC to increase their own production. But TSMC made the conscious choice to do a JV with Sony in the midst of the GPU and memory shortage, instead of investing their capital and human resources to simply expanding GPU and memory production. Furthermore, not just one JV, but the SECOND JV with Sony for the exact same AI chip in the last 2 years. That says a lot about what TSMC thinks about the potential of Sony's AI chip.

Saw this really interesting thesis on YouTube recently laying out Sony as an AI chip play, just search ‘chip stock investor Sony’ on YouTube. Basically the argument they make is that Sony’s semiconductor division currently owns 50% of the global CMOS image sensor chip market, as the exclusive camera chip supplier to all Apple iPhones, and the exclusive camera chip supplier to all the top Physical AI manufacturers, including Tesla robotaxis, Tesla Optimus humanoids, Google Waymo self-driving cars, Boston Dynamics AI robots, and even Meta’s AI Ray-Ban glasses.

CMOS image sensors are basically the chips that allow a camera to “see”. Jensen Huang and Elon Musk are betting the futures of their companies on Physical AI (robots + self-driving cars), and Sony is the dominant player for the one chip that every Physical AI robot or self-driving car needs, the CMOS image sensor.

Tesla is targeting 1 million Optimus humanoids this year. Jensen Huang says Physical AI is the future of AI. Therefore, if MU is the chip that enables the current leg of AI, then Sony CMOS image sensors is the chip that enables the next leg of AI, that is, Physical AI.