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Steve Blank: Don't Be the Next Intel
- sharemywin 10y agoway to take some facts and complete rearrange them to fit your narrative. ARM was founded in 1990 and Nvidia 1993. Probably a good 15 years before the market found it's way to their technology. Also I doubt if Apple hadn't picked ARM as a supplier would we be having this conversation about them. Also, Tesla is building a giga factory which would be much closer to intel's business model than any other. None of which supports or doesn't lean methodology. If your a giant company, a good model to look at is facebook and microsoft. Buy competitors before they become dominate.
- PaulHoule 10y agoBig companies can do things smaller companies can't do. The only company that makes server chips that are truly competitive with Intel now is IBM. Big company. ARM based chips come from a complex ecosystem that involves big companies. (i.e. Softbank bought ARM for $30B, Apple develops chips, phone modems come from Qualcomm, you get your chips fabbed at TSMC or Samsung...) I know somebody who has an innovative but risky idea for a new kind of parallel processor. He is looking at a budget in the $10M-$50M range depending on if he's making an FPGA or ASIC design. Nobody is going to give him that kind of money unless he's got a customer lined up. Intel on the other hand can soak $200M into a risky chip, and pretty frequently does. In fact, Intel can make multiple generations of a chip when the first generation fails in the market. Big companies regularly lay off 10% of their work force; it isn't necessary a sign of real trouble. There are plenty of business ideas that can be done on the small but some ideas take big money; look at Magic Leap, which got $1.4B of investment (not valuation!)