The Changelog: Software Development, Open Source
You'll rent chips and be happy (Friends)
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.
0
💬
0