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18 results for “hardware”
Topic4 mentions across episodes
hardware
Concept2 mentions across episodes
hardware
“We were called crazy for investing in hardware when everyone said VCs couldn't make money there”
...And, you know, that would go on. We were very early investors in in the early days of the cloud, in capital efficient cloud. We did extraordinarily well in that segment. And just sort of
7:18 / 7:52
contrarian take7:18 – 7:52
“My first job was at age 15 in Mountain View. Right out of my window was the first office of Google - not a garage, but like a building. It was quite cool to see Silicon Valley flourish in software, not hardware.”
...hardware Silicon Valley was known for, you know Silicon. Yeah.
15:25 / 15:56
Origin Story15:25 – 15:56
“Square's founder reveals why they built hardware when everyone said go software-only”
...mean, hardware was my idea because Jack wanted to do software only and just use the phone, and I'm like, no. We need a piece of hardware. Right. And then we quickly realized that there are two ways to
38:59 / 39:38
founder story38:59 – 39:38
“Why new AI hardware will beat Apple and Amazon's massive head start”
...need new hardware, why we need new microphones, why we need to bring it into the real world. It's context. Got it. Okay. Let's keep going. Lon, what do we have next? I mean, my my I got one more que
25:09 / 25:54
market insight25:09 – 25:54
...hardware, right, software hardware co design is the thing that matters. Right? And these two things, you can't just, like, look at one individual. Right? Like, there's a reason why Microsoft's hardware programs suck. Right? Because they don't underst
20:47 / 22:14
from transcript20:47 – 22:14
“Why build hardware when phones exist? The billion dollar question”
huge surprise bouquet to arrive after dinner? Maybe. How much are we talking? Great. I found same day delivery with strawberries. You can see a picture of it in your companion app. $178 to your door t
23:38 / 24:13
tactical advice23:38 – 24:13
computers, as we know, the desktop computers, laptops, and and servers use x 86 x 86 architecture from Intel. And, there were efforts made kind of starting, or or or at least most popularized by ARM, ARM, to do a different chip architecture that with
7:27 / 8:32
from transcript7:27 – 8:32
Synopsys and Cadence are tool players that will help you take your top level designs and help them make them manufacturable. And that kind of spurred an industry that was capable of doing different things. And that has been kind of the bedrock of the
4:28 / 5:35
from transcript4:28 – 5:35
And they're working on these sort of, like, very low power, but combined with high performance chips. But they're initially using the power, instruction set architecture, which is, as Ben was mentioning, x 86 and ARM. That's a third instruction set,
10:31 / 11:30
from transcript10:31 – 11:30
“There's probably in most houses, especially in the Western Hemisphere, there's probably at least 20, if not more, ARM based processing units around you, whether it's in your headphones, whether it's in your TV, whether it's in your washing machine, whether it's in your car.”
in your day to day. You don't even notice the things around you that are powered by processors, something like ARM. There's probably in most houses, especially in the Western Hemisphere, there's proba
5:04 / 5:40
Business Mechanics5:04 – 5:40
systems with the highest amount of functionality with the fewest number of chips. Because every chip that you put in there added a whole lot of cost to the bill of materials. Yep. And not just on the raw costs, but on the assembly time. Soldering tak
15:38 / 16:45
from transcript15:38 – 16:45
Well, this is like a Market Forces thing. So by the time it launched, Microsoft was on the scene. Right? And DOS was around, and DOS ran on Intel x 86 architecture. And then eventually, Windows would run on top of DOS and started getting so much mark
24:45 / 25:53
from transcript24:45 – 25:53
And just to illustrate how big that addressable market is and how often we interact with their licensed technology, can you just give an example of where their chips are? In some ways, it's like the inverse of where they're not because they're seemin
27:47 / 28:49
from transcript27:47 – 28:49
Everyone else basically said that it's it is not feasible to bring manufacturing into The US for the products that they sell, and a lot of that comes from supply chain. So the best way for me to contextualize it is a motherboard. A motherboard is rou
42:45 / 43:45
from transcript42:45 – 43:45
What is the decision tree from here and where things could go? And the best case scenario, the base case, and then if things were to deteriorate, what would have to happen? So I think it's important to understand that Arm's product and structured set
33:47 / 34:49
from transcript33:47 – 34:49
The Annus Mirabelis for the semiconductor industry. And useless. Right? It's in 1987. It's hamstrung. It's very few instructions. PCs are always plugged in. So what do we need a low power chip for? This thing's pathetic. Real men have fabs, and real
1:04:30 / 1:05:40
from transcript1:04:30 – 1:05:40
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