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> we don't have a big "killer app" like the PC I think we do, though at a layer down the stack: do more at the edge using less power in the process. Just as t
by gumby 4y ago
> we don't have a big "killer app" like the PC
I think we do, though at a layer down the stack: do more at the edge using less power in the process. Just as the CPU<->memory pipeline lead to all sorts of interesting on-chip development (huge multi level cache architectures) network bandwidth in portable devices will increasingly be a bottleneck (it takes power to run the radio, and more and more devices will be competing for that bandwidth).
- tyingq 4y agoAnother thing that's different is the concentration of compute within a few big vendors like AWS, Azure, GCP. That makes it easier to introduce new server chips, as you don't have to convince as many different customers. And the big 3 can abstract away some of the work.
- convolvatron 4y agothe real downside of this market dynamic is that if you can't get one of those players interested in your product - you don't have a business. and if one of those deep pocketed agents feels like replicating your work instead of buying it - not much you can do. overall I think this means a lot less interesting work lower down in the stack
- gumby 4y agoFWIW the term for this is "monopsony" -- like a monopoly but on the buy side. Antitrust law focuses on this less.