Nah. They legitimately control and operate tons of actual businesses. They could be seen as "hording patents" or something, but trolls are companies that are largely focused on collecting IP to sue over it as a means of income. I mean, all big companies with giant patent portfolios go around suing people they think are violating them
How could an AI processor company be troubled?!? I keep getting told by empty headed pundits that there is huge demand for literally anything and everything related to AI, and the products in that space all have real markets for current applications and use cases!
Now this may sound crazy... But is it possible, just maybe possibly, that existing unsexy non AI software stacks are still way more important to real world business operations? I know, silly to even suggest it. But maybe? Somehow, companies with non-AI product lines seem to be getting lots of real world customer revenue. And the companies that only serve AI related product lines seem to have no functioning business model other than consuming venture capital. Perhaps we'll never understand why.
I think the problem is that Nvidia is running the show: most AI libraries use Cuda for high performance, and Nvidia's clever move was to tie Cuda to their hardware and build this ecosystem where programmers couldn't help but use it.
AI start-ups have no manufacturing scale advantage. The cadre of Asia Pacific design manufacturers now determines what gets produced on volume economics. Why produce 10s or hundreds of thousands or components and subsystems when you can build millions optimizing inputs, lowering cost, reducing business risk. Rethinking in-region right sizing or sell yourself to the big boss to get production starts? mb
We’ve updated our terms. By continuing to use the site and/or by logging into your account, you agree to the Site’s updated Terms of Use and Privacy Policy.
Facebook
Twitter
RSS
7 Comments
Back to Article
HideOut - Friday, July 12, 2024 - link
Isnt softbank just a patent troll company?meacupla - Friday, July 12, 2024 - link
Yes and No. They are a conglomerate, patent trolling isn't the only thing they do. They also troll every sector they operate in.vol.2 - Wednesday, July 17, 2024 - link
Nah. They legitimately control and operate tons of actual businesses. They could be seen as "hording patents" or something, but trolls are companies that are largely focused on collecting IP to sue over it as a means of income. I mean, all big companies with giant patent portfolios go around suing people they think are violating themwrosecrans - Friday, July 12, 2024 - link
How could an AI processor company be troubled?!? I keep getting told by empty headed pundits that there is huge demand for literally anything and everything related to AI, and the products in that space all have real markets for current applications and use cases!Now this may sound crazy... But is it possible, just maybe possibly, that existing unsexy non AI software stacks are still way more important to real world business operations? I know, silly to even suggest it. But maybe? Somehow, companies with non-AI product lines seem to be getting lots of real world customer revenue. And the companies that only serve AI related product lines seem to have no functioning business model other than consuming venture capital. Perhaps we'll never understand why.
GeoffreyA - Saturday, July 13, 2024 - link
I think the problem is that Nvidia is running the show: most AI libraries use Cuda for high performance, and Nvidia's clever move was to tie Cuda to their hardware and build this ecosystem where programmers couldn't help but use it.Bruzzone - Monday, July 15, 2024 - link
AI start-ups have no manufacturing scale advantage. The cadre of Asia Pacific design manufacturers now determines what gets produced on volume economics. Why produce 10s or hundreds of thousands or components and subsystems when you can build millions optimizing inputs, lowering cost, reducing business risk. Rethinking in-region right sizing or sell yourself to the big boss to get production starts? mbBruzzone - Monday, July 15, 2024 - link
https://www.nextplatform.com/2024/07/12/can-softba...