2 ms·
Hey Bruce! I'm talking more about how they thought they were going to interact with customers w/ a design language no one seemed to want to use. I think we ag
by OhMeadhbh 3y ago
Hey Bruce!
I'm talking more about how they thought they were going to interact with customers w/ a design language no one seemed to want to use. I think we agree on that; NO ONE seemed to be asking for Rocket / Scala / Chisel / Firrtl and it seemed odd that every time a potential customer asked for Verilog, they kept pushing Chisel.
But now that they're not pushing the core designer, how are they justifying their multiple? They're no longer a SaaS play, they're an IP design play which makes it a lot more difficult to hit the rule of 40.
But Intel famously passed on the $2B offer, which means they have to do something to convince someone out there they ARE worth whatever their post-money, round F valuation is lest the round C investors lose money and the round A investors not make as much money as they had hoped.
And yes $175m is less than ARM spends to design a core, but that's not what the $175m round F was for. Or at least I hope it's not what it's for, 'cause if they did sink it into designing a core that's just now on par with ARM's a72 (or was the recent goodness supposed to be on par with the a77?) from 4 years ago, what's the motivation for using a RISC-V core instead of an ARM core?
"We're as good as ARM was 4 years ago" isn't a great marketing slogan.
Your information about the details of the OpenSilicon spin-off must be better than mine. "Huge" profit is not what I heard. But neither of us were in San Mateo when that happened.
I would LOVE to be able to buy a part that lets me test any of the recent cores (I mean for less than $100,000.) Or I would love to hear about any customers using the new cores. It shouldn't be that hard to find a reference customer.