“During the early stages of an industry, when the functionality and reliability of a product isn’t yet adequate to meet customer needs, a proprietary solution is almost always the right solution — because it allows you to knit all the pieces together in an optimized way.
I wonder if Thesis #1 ought to be generalized to "picking the right horse to ride" as it needs to consider and reconsider periodically the current market dynamics. Would James Hamilton still pick ARM as his horse today in 2022? According to https://wccftech.com/x86-arm-rival-risc-v-architecture-ships-10-billion-cores/, RISC-V took only 12 years to reach 10 billion cores shipped as opposed to ARM which took 17 years. It is now projected to reach 80 billion cores in just 3 years! And it comes without any licensing/royalty encumbrances of ARM.
99% of RISC V cores shipped are in tiny onboard microcontroller cores which the user never interacts with it. RISC V doesn't even have a well agreed upon standards for server based CPUs which ARM has. So for at least 10 years ARM is safe from RISC V in server space.
I wonder if Thesis #1 ought to be generalized to "picking the right horse to ride" as it needs to consider and reconsider periodically the current market dynamics. Would James Hamilton still pick ARM as his horse today in 2022? According to https://wccftech.com/x86-arm-rival-risc-v-architecture-ships-10-billion-cores/, RISC-V took only 12 years to reach 10 billion cores shipped as opposed to ARM which took 17 years. It is now projected to reach 80 billion cores in just 3 years! And it comes without any licensing/royalty encumbrances of ARM.
99% of RISC V cores shipped are in tiny onboard microcontroller cores which the user never interacts with it. RISC V doesn't even have a well agreed upon standards for server based CPUs which ARM has. So for at least 10 years ARM is safe from RISC V in server space.
Good stuff, hope you write more often!
Thank you so much!