Non-disclosure Apple
We will admit at the outset that this post is a nostalgic rant, a wish for a bygone era. A few weeks back Apple announced that they will no longer […]
Author Archives: D/D Advisors
Esports teams may be greatly undervalued
A few weeks ago, our friends at Konvoy wrote a fascinating blog post about the valuation of esports teams. Go check it out. They have gathered some great data on […]
Amazon enters the ARM Server fray
Last week Amazon announced that they have built their own server-grade CPU. We have not touched on this product here for some very specific reasons, but this is big news, […]
Aren’t ICOs dead?
We have been working on several crypto-related projects lately. One constant question we get from outsiders whenever the topic arises is “Aren’t ICOs over?”. This question marks a back-handed sort […]
AI Chips: The Next (maybe Last) Semis Frontier
The market for AI chips is putting new strain on the large chip companies, who have so far been largely absent from the market.
Why is IoT such a mess?
We have been doing a lot of work on the Internet of Things (IoT) lately across a number of engagements. And in all of these, a common thread that emerges […]
You too can build your own chip – for ONLY $30 million
This post is an excerpt from our newsletter in which we take a deep look at the shifting trends of the semiconductor industry. If you would like a full copy […]
