David Rosenthal: evaluation

Transcript context

…You have to keep peeling the onion because this (of course) supposes that Intel actually could have gotten their act together and made a chip for mobile phones that was performant. But maybe all the baggage from x86 actually prevented them from structurally doing that. It wasn’t like a competency thing, it never could have happened that x86 could run on phones. I think all this is true, but if ARM hadn’t existed, there would’ve been nowhere else for this vector of innovation to go. The point that we’re driving at here is this world where there’s a standalone architecture company, there’s a standalone big manufacturing company. There are standalone EDA companies, there are standalone designers—Apple, NVIDIA.…

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