🔥 CPU Retail Sales Report Amazon US 🇺🇸 April '25
👆 Arrow Lake <2% share
👆 AMD X3D models account for 29.5% of AMD’s total CPU sales and 45.6% of its revenue
👆 8.4% of AMD sales are Vega based
ℹ️ ASP
AMD: $221.53
Intel: $284.67
ℹ️ Units
AMD: 38200+ (60.93%)
Intel: 24500+ (39.07%)
ℹ️ Revenue
AMD: $8,460,000+
Intel: $6,970,000+
ℹ️ By CPU architecture
1. AMD Zen 5
Units: 16,000 (33.6%)
Total Revenue: $6,119,920 (47.3%)
ASP: $369.00
2. AMD Zen 3
Units: 9,000 (18.9%)
Total Revenue: $1,044,000 (8.1%)
ASP: $119.08
3. Intel Alder Lake
Units: 9,000 (18.9%)
Total Revenue: $1,547,820 (12.0%)
ASP: $171.98
4. AMD Zen 4
Units: 8,900 (18.7%)
Total Revenue: $2,710,760 (20.9%)
ASP: $295.09
5. Intel Raptor Lake Refresh
Units: 4,000 (8.4%)
Total Revenue: $1,165,980 (9.0%)
ASP: $291.50
6. Intel Arrow Lake
Units: 700 units (1.5%)
Total Revenue: $360,300 (2.8%)
APS: $459.00
a lot of work when into this. sharing is caring 🍻
Ngl, @JupiterExchange just dropped a BOMBBB 💣
Ultra V2 is finally here—after 8 years (!!) & 50K+ engineering hours 🪐
Introducing: The Perfect Swap 🫦
Here’s why it changes just EVERYTHING 🧵👇
While the jury is not out yet, Solana has the fundamental building blocks for something to break out on mobile and certainly many apps are making headway.
So today I’m joining @Solana as an advisor to help select companies launch & grow their apps.
For a couple years I've been discussing with @rajgokal and @toly ways to get more involved. The ecosystem has now matured to a point where Solana apps can now top the charts so I'm ready to help build. More details to come.
I think disagreement is the engine of change. Good ideas win or lose on their merits.
It might be short-form memes or long-form articles and books. But you need to be able to win your arguments that way.
Force is the *last* resort, usually in defense from irrationality.
But.🧵
virtually all volume on solana happens through jupiter, which was free from the beginning.
"your margin is my opportunity." with no margin, there was no opportunity for competition.
years later, they have a huge moat and print money like no tomorrow.
study jupiter.