[Glemotooo]

Hard to understand your comment in context of intel.

There are a handful fabs around the whole world who can even make those chips intel and tsmc can do.

No one will just replace any of them in any near capacity at all.

And the entry to this level of tech is not 'just a few millions' ist actually (just making a fab with people and processies of people who know how to do this) is 10-20 billions.

And if you would take any software company i also disagree: I was working in a small company, they didn't knew security really. I intriduced a ton of security. In comparision to the huge company i'm now: The developers still don't know much about security but the security teams of my company do.

In my opinion the gap will be even bigger because small companies (besides the cool and hip new elite startups) still have more of a traditional mindset while the big onces need to compete. They need to use AI and co and they have the financial background to create AI teams.