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Exactly, there is no way ARM is worth 40 B to Invidia, unless they are going to use it to arm-twist their competition. Just look at ARMs annual net, multiply b
by spfzero 6y ago
Exactly, there is no way ARM is worth 40 B to Invidia, unless they are going to use it to arm-twist their competition.
Just look at ARMs annual net, multiply by 10, multiply that by 2 assuming starry-eyed optimism about you being better at generating value from ARM IP, you’re still far from 40 billion.