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I don't think you get the newcomer novelty buff when your val approaches 13 digits.
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Big companies are lumbering behemoth, crude assemblages of barely cobbled-together incentives and principal agent problems in a trenchcoat. Getting them to change direction, or worse, try something new at scale, is a massive undertaking
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Nah, you just need to get the CEO behind it. Most coordination issues get solved when the CEO is breathing down your neck to get something done. Trouble is that they don't do this enough.
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CEOs have limited bandwidth, and can only breath down so many necks at once.
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Eh, zero guarantees on that one.

The Fire Phone was Jeff Bezos' personal baby, and we know how that went. Then there was the Apple G4 Cube with Steve Jobs, the Model X' Falcon Wing doors and Elon, and lets not even talk about the Metaverse and Zuck.

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> The Fire Phone was Jeff Bezos' personal baby, and we know how that went.

I'd rather guess that Jeff Bezos' opinion on what makes a good phone is/was different on the opinion of many potential buyers.

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An Amazon phone with Amazon Video, playing Amazon Music, making phone calls throug the Amazon messenger, with an Amazon Browser that overlays ads to Amazon products, and has Amazon Voice Recognition ... blah blah blah

I imagine when you are a billionaire from one company, every time you hear the name of the company you hear your name, so you can't really think about what Joe Schmoe wants in a phone independently of your ego.

I guess this is what Steve Jobs was better at. SOME focus on the customer independent of his ego and Apple Apple Apple. I did say ... SOME.

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Actually, you've provided examples that prove the point. None of those were especially good (though everyone wanted the G4 Cube), and yet they made it to market anyway. Why?

Because the CEO was behind it, breathing down their necks.

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Pretty much every example is considered an abysmal failure that often costed the actual workers their careers while their CEO carried on.

If you consider that outcome a worthwhile endeavor, I don't know what else to say.

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He's definitely not talking about worthy endeavour.

He's talking about an endeavour reaching the market.

I'm sure if Zuckerberg wants to spend $10B on Nuclear Fusion it will happen.

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It’s fission, not fusion:

https://www.esgdive.com/news/meta-inks-nuclear-deals-terrapo...

…and if they do all of this, it’ll be closer to $20B than 10!

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If all it took to get viable fusion power was a FAANG CEO with $10B to burn, I'd be first to petition for it to happen, and even throw whatever money I can spare onto that pyre.
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The typical way a chip effort in a non-chip company works is that the "design" is the RTL (e.g. SystemVerilog that defines the behavior of the chip) and then this is handed off to a third-party "design house" (such as Broadcom) that turns that code into a real image of a chip, which is called a GDS (basically you can think of this as a very big layer by layer photoshop file) that can actually be sent to a fab. This is called "backend design", in contrast to the "frontend design" (the RTL itself).

As another commenter said, Broadcom is very experienced with backend design (as well as the supply chain management, testing, etc. that comes after the chip is taped out) and so this can't be regarded as a "first chip". Richard Ho (the head of hardware at OpenAI) is also extremely experienced and used to be the head of the Google TPU effort -- where he actually worked with Broadcom in a similar tapeout already. So yes, this is not a "first design"!

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I wonder if broadcomm borrowed IP between the Google tpu and this design. How would you ever know it didn't happen?
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There is no real way to prevent this, but there are ways to increase the cost of doing so. For example, one level of obfuscation is, OAI could internally run synthesis and adopt a “netlist-in” model in which Broadcom gets a netlist - a description of a huge amount of gates and wires and how they connect - instead of the plain Verilog (or other language). It is possible to reverse engineer the netlist, but it’s a certain level of indirection and effort.

A big part of the semiconductor industry also operates on a reputation basis. Broadcom (like TSMC) is a neutral party as a design house, but if they did something like this, it might ruin that reputation.

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More likely that the AI training set contained the IP of others, and we all know how that turns out.
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This isn't Broadcom's first design.
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Yeah, "first chip" here likely means they contracted Broadcom (or a firm with similar experience) to do all the heavy lifting. Building out your own in-house teams for this sort of thing is a decade-long project - just look how much inside Apple's early chips was licensed ARM / PowerVR cores
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Apple didn't have the talent in-house until they bought Intrincity who worked with Samsung on Apple's earlier Arm chips as well. https://en.wikipedia.org/wiki/Intrinsity
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That’s not quite fair. As I recall there were about 1,500 people in that part of the hardware org circa mid 2000s. Before PA Semi there were pretty established teams already doing VLSI/PD/verification/validation, PCB, and of course analog/mixed hardware, in their own work and in conjunction with samsung, old broadcom, qualcomm, etc. Lots of inhouse work went in to all those bespoke monitors, phones, apple tv, airports, etc etc.

My recollection is that PA Semi was very much for the architectural and design talent, even though it was an “asset purchase” and all the existing Power & military chips were hived off.

For Intrinsity I recall a lot of interest was actually in their existing graphics work and EDA. ISTR that those early mobile GPUs were what they focused on.

I was in the mansfield org circa ‘07-11. I spent a lot of time flying between cupertino and austin/bee caves that first year.

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I think the folks at PA Semi had some chops too.
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The way I heard it PA Semi was the singular driving force that led to Apple Silicon, but I'm not any kind of insider that's just the chatter I heard.

Whoever it was, whooo, that's hot shit. I remember an M1 MacBook Air just cleaning the clock of an Intel MacBook Pro and thinking "x86_64 has real competition again".

Great silicon. I'm over it with not having root on my own machine, so I've left the ecosystem, but it's really nice hardware, can't dispute that.

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it would be interesting to know apple's true/inside attitude towards people putting linux on their hardware. they don't seem very interested in helping, but donno whether they actively sabotage either.
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> The way I heard it PA Semi was the singular driving force that led to Apple Silicon

And a lot of them are sitting under Qualcomm via the Nuvia acquisition.

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PA Semi group did the logic designs. I think they're talking about physical design though.
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