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> astonishingly poor investment Very brave of you to put that on the Internet. They claim to have customers using P870-D silicon today. That is about Neoverse

> astonishingly poor investment Very brave of you to put that on the Internet. They claim to have customers using P870-D silicon today. That is about Neoverse N2 performance territory, except SiFive claims 25% smaller die area and lower power (at the same process size). Now they have $400 million to push that further. https://www.sifive.com/blog/investing-in-our-next-chapter-of-growth https://www.sifive.com/blog/investing-in-our-next-chapter-of... If SiFive can grab even a fraction of a hyperscaler market, they are going to be worth a lot more than $3 billion.

OhMeadhbh 6mo ago
Do you want to buy my SiFive shares? Oh... I should setup a Kalshi or Polymarket bet as to whether SiFive is still in business as an independent company in 2 or 3 years. Or if their IP was bought at greater than their current post-money or if it was a fire-sale.
- LeFantome 6mo ago
  Yes. I will absolutely take both of those bets. Do you have SiFive shares you can sell me? Real question.
- LeFantome 6mo ago
  Seems I am not going to get offered those shares. This thread is pointing to the "disaster" at SiFive a few years ago as evidence that they will do badly in the future. What has happened since this attached video suggesting that they are in trouble two years ago? Well, they just raised another $400 million for one and at a much higher valuation than they had when the video was created. I will take that kind of failure. But is it just a con? Well, they released the P550 and small industry players like Red Hat have created distributions around it. And I can get it in a Framework laptop. It does not sound like SiFive is being ignored. But most notably, they have customers running P870-D cores in silicon. A lot seems to have happened since that video. The video deos not seem to have been a very good predictor of the future. Yet, we are using that video to predict the future again? I am betting it will turn out like last time. So, sell me those shares.

OhMeadhbh 6mo ago

Do you want to buy my SiFive shares? Oh... I should setup a Kalshi or Polymarket bet as to whether SiFive is still in business as an independent company in 2 or 3 years. Or if their IP was bought at greater than their current post-money or if it was a fire-sale.

LeFantome 6mo ago
Yes. I will absolutely take both of those bets. Do you have SiFive shares you can sell me? Real question.
LeFantome 6mo ago
Seems I am not going to get offered those shares. This thread is pointing to the "disaster" at SiFive a few years ago as evidence that they will do badly in the future. What has happened since this attached video suggesting that they are in trouble two years ago? Well, they just raised another $400 million for one and at a much higher valuation than they had when the video was created. I will take that kind of failure. But is it just a con? Well, they released the P550 and small industry players like Red Hat have created distributions around it. And I can get it in a Framework laptop. It does not sound like SiFive is being ignored. But most notably, they have customers running P870-D cores in silicon. A lot seems to have happened since that video. The video deos not seem to have been a very good predictor of the future. Yet, we are using that video to predict the future again? I am betting it will turn out like last time. So, sell me those shares.