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17 results for “big tech”
...another big one. Yep. They're the two leaders. So that's like, I don't know, Excel or, like, Figma for chip designers. Yeah. That's what they use every year. Tools. Yep. So that's category one of four. And, of course, as you can imagine, the software
1:06:00 / 1:07:00
from transcript1:06:00 – 1:07:00
The risk five processors are open source, and so that a lot of sovereign programs have adopted that because that gives them flexibility to go build their own. So what I see over the next ten years is, yes, there is the notion that if you wanna go to
18:03 / 19:07
from transcript18:03 – 19:07
...newest technologies first and fastest because, they drive like crazy, towards hitting certain production goals, targets. They get chips out faster than other people from thought design to, deployed. And then, the networking side of things. Right? The
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from transcript6:42 – 7:45
...big companies that were fully vertically integrated. So in the old days, for example, AMD, Intel, TI, all the Japanese manufacturers
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from transcript3:04 – 4:06
They also make motherboards. There's some scare quotes around that make I'll maybe come back to. And, they make video cards, all this sort of type of thing, laptops. MSI is another one. Corsair is huge. So these three I've just named. They're all mas
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from transcript16:30 – 17:44
...ultimately became the big company. Compact became the big company.
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from transcript14:57 – 16:00
...a big deal. Last time around, you would think that whatever IBM wants to do next is a pretty good way to ally yourself. Right. So what's going on here? IBM, obviously, the PC was a huge success, but losing dominance of the ecosystem to the clones, th
2:39:44 / 2:40:45
from transcript2:39:44 – 2:40:45
...the big company. I don't remember whether they wrote their own I think they became compatible BIOS, but they were the first one to be IBM compatible. There were plenty of people who ran MS DOS who were actually not IBM compatible because they didn't
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from transcript15:44 – 16:51
...the biggest realization that you helped me have. And it's not Cisco. Yeah. The comparison we were making in the last episode was wrong. They are Microsoft. They control the whole software stack, and they simultaneously can have relationships with the
2:44:59 / 2:46:03
from transcript2:44:59 – 2:46:03
That's for a like, that's like, the base building blocking. Probably need to build multiple. Right? And so when you look at the industry, over the last you know, if I go back twenty, thirty years ago, there were twenty, thirty companies that could bu
1:42:45 / 1:43:49
from transcript1:42:45 – 1:43:49
...big one. Yep. They're the two leaders. So that's like, I don't know, Excel or, like, Figma for chip designers. Yeah. That's what they use every year. Tools. Yep. So that's category one of four. And, of course, as you can imagine, the software to desi
1:05:13 / 1:06:33
from transcript1:05:13 – 1:06:33
and Sony, you get an f. To the extent that this was the opportunity, and it was for both of them. I mean, you look at they were both starting to make m p three players. They both had a line of computers. Sony didn't have an operating system. So they
2:49:31 / 2:50:31
from transcript2:49:31 – 2:50:31
category one of four. And, of course, as you can imagine, the software to design the chips probably has to be very aware of the manufacturing capability of who's going to be manufacturing the chips. But let's put a pause in that for a second. So then
1:08:13 / 1:09:27
from transcript1:08:13 – 1:09:27
ended 06/30/1984. So 1983 midpoint to 1984 midpoint. Microsoft does $98,000,000. In an eighteen month period from the 1982, they go from '25 to '98. It's all on the back of the clones. And unlike Compaq that, you know, yeah, they did a 111,000,000 of
2:01:29 / 2:02:34
from transcript2:01:29 – 2:02:34
...another big one. Yep. They're the two leaders. So that that's, like, you know, I don't know, Excel or, like, Figma for, like, chip designers. Like, that's what they use every day. Tools. Yep. So that's category one of four. And, of course, as you can
1:07:18 / 1:08:37
from transcript1:07:18 – 1:08:37
...Logitech. When we're talking about the world of the hardware that you cover, what is the constellation look like of different players and what the the role that they play? Because yeah. Again, I'm familiar with Intel, AMD, Nvidia, and some of the pop
15:45 / 16:46
from transcript15:45 – 16:46
...a on a big cluster. The other thing is they have no idea how to do system level design. They've always lived in the world of, I'm competing with Intel, so if I make a better chip than Intel, then I'm great. Because software, x 86, it's it's x 86. Eve
1:08:01 / 1:09:18
from transcript1:08:01 – 1:09:18
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