The shift from 2027 to 2030 is the first material slippage -- and reflects one or two things (or both!): 14A process technology timeline and/or soft foundry demand from the fabless firms.
164 karma · joined September 23, 2012
The shift from 2027 to 2030 is the first material slippage -- and reflects one or two things (or both!): 14A process technology timeline and/or soft foundry demand from the fabless firms.
[A]s a general rule, challengers pursue interoperability while incumbents strive for incompatibility.
This is Strategy 101: seek to fight battles where you have the greatest advantage.
Should Apple buy a wireless carrier?And I, for one, find his affiliation with Uber to be of particular interest given Susan Fowler's story.
Uber is not making money. They are burning through investor cash in excess of $2B per year in the false hope of breaking the backs of the incumbents so Uber can achieve monopolistic rents far in excess of status quo.
Riders "willingly consume" Uber because of this investor subsidy which conceals the true cost of carriage. When the easy money dries up, it's game over for Uber unless they can go full autonomous sans driver.
Uber is running out of runway and they know it. That's why they're flaunting the DMV in the rushed hopes of getting this Hail Mary to market.
https://github.com/chrislgarry/Apollo-11/blob/master/BURN_BA...
Now I wonder how fast these railcars move.
Transactions go live on Monday, if I remember correctly.