[rafaelmn]

From what I've heard they aren't offering competitive salaries, so introducing people at insane comps would probably destroy existing teams(if there was no salary bumps to match)/budgets (if there was). Doubt you can do much with new hires in 1 year in such environment, by the time you start seeing results it's probably too late to capitalize on this bubble.

More likely, they wait to see how the AI HW startups shake up and then acquire the ones that have anything worth paying for.

[logicchains]

>From what I've heard they aren't offering competitive salaries

Seems like a common thing in hardware companies, they chronically underpay, which for some reason hardware/electrical engineers seem to accept, but that makes them a last-choice for competent software engineers, who have much better-paying options.

[lesuorac]

> which for some reason

Didn't you just explicitly say the reason? A SWE can go off and make Google in their Gargage; a EE can't make a fab in their garage.

[fragmede]

Even if they could make a fab, it would still be a logistical nightmare to scale from 1-1,000 users. Meanwhile, my SaaS company could have 100,000 users thanks to the cloud, and I wouldn't even have to get up from my desk.

[djmips]

AMD doesn't even own a fab.

[lesuorac]

Non-sequitor [1]. AMD not having a fab doesn't mean a EE can run a fab out of their garage.

It may be relatively easier for people to make new chips without needing AMD/Intel (see all of fang company making their own). But it's still companies with lots of money making new chips and not people in their garage.

[1]: https://en.wikipedia.org/w/index.php?title=Non_sequitur_(fal...

[p_j_w]

They own licenses to the insanely expensive software you need to build a modern IC.

[xchip]

I heard the same too (speaking for a friend)