[somethoughts]

Likely its a bit of hyperbole to get views.

I think there's always a desire to work at a startup in SV and in a low/zero interest rate environment - VCs could probably fund something in the chip design space.

But now that interest rates are going up, I think that will be a lot tougher and Apple will be a better position due to their direct access to free cashflow - to either compete or acquire them at a later date.

Its also an observation that w.r.t. chip design and consumer electronics, the pay is general lower than say Google, Facebook, Salesforce, Web 2.0 based startups (i.e. AirBnb, Uber, DoorDash), etc.

My presumption is that this is because as a chip designer or embedded software/hardware engineer, the capital costs to do anything interesting on your own as a startup (i.e. tape out a chip, mass production in Asia, etc.) are very very high and very fixed and very up-front. Even fabless semiconductors and factory-less product design companies that outsource manufacturing to Asia would need to go find outside capital for IC masks or HW prototypes. You also need a cadre of supply chain, biz dev, marketing, ad spend, channel sales distribution.

Compare that to AirBnb, Dropbox where you need a good idea, a handful of 10x SW engineers and an AWS account that can scale as you grown and a free tier for onboarding customers. Therefore, Google/FB etc. need to pay more to prevent these folks from going off and starting their disruptor (i.e. Insta, WhatsApp, SalesForce).

[Sirened]

++, totally. I think a lot of people are linking CPU engineering with SW engineering because they both work with the same product at the end of the day, but the industries are radically different both from a business and culture standpoint. The "go fast and break things" mentality that pervades the SV software startup scene is, in my experience, no where to be found in hardware because it's both incredibly costly to make any mistakes and because most CPU divisions are lead by people with decades of experience (rather than the mishmash that is startups).

The author's argument here about talent leaving after having "gotten Apple off x64" is such an odd take. It's not as if Apple started designing these chips after the M1 launched—the pipeline for even small SoCs is often five or more years. The bit about Rivos is especially bizarre because that company was founded in 2021, well after this chip must have been taped out.

[somethoughts]

Yep - also was going to add but it was getting kinda long...

With respect to Rivos, reading the about page - it seems an interesting take on RISC-V.

My take is that this will be rolled back into either Apple or Google at a later date - mostly as a hedge against someone (like Nvidia) acquiring the ARM IP now that its in play - or to provide some realistic alternative that can be used as a counter bid in licensing discussions with ARM.

Two of the founders of Rivos were involved in PA Semi which was acquired by Apple and Agnilux which was acquired by Google ChromeBook team.