@viggy_krishnan 1. Relatively higher startup costs vs SW cos
2. Longer ramp to rev and usually more tech risk
3. Lack of expertise / funding in current VC ecosystem - most cant tell you what AVGO or NXP does if you asked. Becomes chicken and egg problem
4. GTM can be somewhat of an old boys club
Tiger Global has raised over $11 billion for its latest fund and plans to tack on another billion before a final close next month: https://t.co/X81jwBCmIt Another little scoop w/ @berber_jin1
---> SF (17) @ LA (14) <---
SF has 4th & 2 at the LAR 45
Recommendation (VERY STRONG): ๐ Go for it (+5.4 WP)
Actual play: ๐จ (Run formation) PENALTY on SF, Delay of Game, 5 yards, enforced at LA 45 - No Play.
I view this as VERY positive for @risc_v. If you haven't gone deep on RISC V, check it out. Open source semiconductor CPU. No fees, no royalties, no nothing. Asymmetric competition for ARM. With momentum. https://t.co/WqnCbOr4Al