chips

“And so they've always been very, they've always been actually been very asset light in almost all of this stuff. It's only, it's A, retail, and B, chips. Those are the places that they push deep into assets. Because that was where you could deliver something f…”

“You know, there's a longer conversation to have around chips, which I think have become strategically interesting to the rest of tech for the first time in a very long time like beyond, beyond just Apple.”

“I mean, it's a pendulum, and we've swung very, very far to general purpose compute, and now we're swinging back towards more specific purpose type chips.”

“Because if you look at sort of the autonomous cars that are out there today, like I live in San Francisco and there's autonomous cruise cars driving around. They have 10, 20,000 dollars of chips in them, right?”

“Because right now there isn't a path to value capture because right now you've got a lot of people doing basically the same thing with basically the same technology and the same data and the same chips.”