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What is the x64 on ARM opportunity in a bit more detail? What would drive a billion dollar valuation for such a business? I would have thought that anything of

• offtop5 6y ago
  Because years , if not decades of legacy server code could be ran on Arm without re-writing anything. An EC2 rival could run the same processes using 30% of the power. Plus as ARM tends to run on much smaller devices, you could theoretically save tons of physical space with data centers.
  • aparashk 6y ago
    Fascinating, so you are saying if a Rosetta2 like software can be made for Graviton or X1, that’d be an instant hit?
    • offtop5 6y ago
      Assuming you could also have the same reliability, I'd believe you could get the cost way down. Who wouldn't want to operate their service for half price