Is America losing the R&D race? – The short answer is no, but we may want to rethink how we prioritize our R&D investments.
So what is the right model? – Direct subsidies of US semis companies is a bad idea, but there are reasonable policies which only need the government to organize what it already does and unleash the markets and academia to do what they do best.
The Five Year Plan for Semis – It strikes as folly that the US government seeks to abandon the principles that built the US semis industry in a bid to confront China which is using those exact methods.
Are you dense? – The build out of dense, 5G small cell networks is the kind of opportunity that only comes about once a generation.
Fear is the Mind Killer – Two weeks ago we argued that consumer sentiment and individual decision making are going to have a big impact on the economy. There is now an academic paper to back that up. Also, wear a mask.
Edge Computing could be a sizable market for some companies. However, it does not need fancy new technologies or hardware so much as it needs solutions tailored to specific use cases and industries.
Tears in the Rain – Arm in China – JVs in China almost always end in tears. Arm’s is just the latest, most public example of how these deals so often go wrong.
Raising Venture Funds under Uncertainty – Fear of the virus and its impact on the economy are still pervasive, and while conditions will tighten for many, investors are nonetheless aware that there will be many compelling opportunities in coming months.
Anarchy in the OS – Revisited – The way we think of computers has changed. The days of compatibility and common operating systems are over. Low cost hardware and bandwidth will fragment the way we think of computers until they largely disappear.
Apple Silicon – The Rest of Us – Apple’s silicon design team has not only delivered an impressive CPU, but they also appear to be managed better than any other chip company out there.