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The Changelog: Software Development, Open Source

You'll rent chips and be happy (Friends)

1686.926 - 1710.133 Zac Smith

You know, it's kind of like blindingly obvious and at the same time, not in the realm of possibility that the chip companies all needed some sort of recurring or subscription revenue. They have huge, huge increasing investment cycles around CapEx, whether that's designing their technology or that's producing it with Intel and their fab.

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