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Isn't that a test for a software company? Texas Instruments' value is mostly in their integrated circuits IP (as well as manufacturing prowess, process knowled
by mitthrowaway2 3y ago
Isn't that a test for a software company?
Texas Instruments' value is mostly in their integrated circuits IP (as well as manufacturing prowess, process knowledge, and a little bit of software). They're still solidly a "tech" company in my books.
- Terr_ 3y agoYeah, and what about the value of production hardware and infrastructure? (Stuff not being sold/transferred to customers.) For example, imagine a company with very little proprietary code because they focus entirely on renting out their CPU/GPU/disk capacity, for supercomputing, databases, render-farms, cloud backup, etc. I'd still call that a "tech company." It's also not clear how this "intellectual property of the source code" angle would accommodate the network-effects or value of a subscriber-base... Well, I suppose you could argue that such an asset doesn't require high-tech means, it could all be snail-mail.