Fri. 02/14 – Arm Upends The Entire Semiconductor Industry
Techmeme Ride Home
Brian McCullough
4.7 • 984 Ratings
🗓️ 14 February 2025
⏱️ 21 minutes
🧾️ Download transcript
Summary
TikTok is back in the app stores. But the biggest news is that Arm is going to make its own chips, thereby upending how the entire semiconductor industry has been constituted. Why Reddit has been killing it lately. And in the Weekend Longreads Suggestions, what if TikTok, but for Wikipedia?
Sponsors:
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Links:
- Apple, Google Restore TikTok App After Assurances From Trump (Bloomberg)
- Arm to launch its own chip in move that could upend semiconductor industry (Financial Times)
- Shein IPO plans hit by Trump’s low-cost parcels crackdown (Financial Times)
- AI Licensing Deals With Google and OpenAI Make Up 10% of Reddit's Revenue (AdWeek)
Weekend Longreads Suggestions:
- Forget DeepSeek. Large language models are getting cheaper still (The Economist)
- How a resurgent Walmart saw off the Amazon threat (Financial Times)
- Developer creates endless Wikipedia feed to fight algorithm addiction (Ars Technica)
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Transcript
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| 0:00.0 | Welcome to the TechMeme right home for Valentine's Day 2025. I'm Brian McCullough today. |
| 0:09.0 | TikTok is back in the app stores, but the biggest news is that Arm is going to make its own chips, |
| 0:15.0 | thereby upending how the entire semiconductor industry has been constituted. |
| 0:19.0 | Why Reddit has been killing it lately? And in the weekend, |
| 0:21.6 | long-read suggestions, what if TikTok, but for Wikipedia? Here's what you miss today in the world of |
| 0:26.4 | tech. |
| 0:32.8 | Well, it's back. Apple and Google have restored TikTok to their U.S. app stores after Trump administration |
| 0:39.1 | assurances that a ban won't immediately be enforced, quoting Bloomberg. The two companies had |
| 0:45.4 | removed TikTok in the U.S. last month to comply with a law passed in 2024. In a January 20th executive |
| 0:51.3 | order, Trump said he instructed the Attorney General, quote, |
| 0:58.7 | not to take any action to enforce the act for a period of 75 days from today to allow my administration an opportunity to determine the appropriate course forward. |
| 1:02.8 | By Thursday evening, the software had returned to the Apple App Store and Google Play Store. |
| 1:07.5 | Bloomberg News was first to report on the move. |
| 1:09.7 | Trump previously supported a ban, |
| 1:11.6 | but has changed his position. I guess I have a warm spot for TikTok that I didn't have originally, |
| 1:16.6 | he said when signing the executive order. If he doesn't negotiate a deal by early April to address |
| 1:22.1 | the national security concerns around TikTok's current ownership, the app could be shut down once again. |
| 1:26.8 | Bite Dance has maintained that TikTok is not for sale, end quote. |
| 1:30.4 | Quoting Alex Heath on X have confirmed Apple is in the process of putting TikTok back in the U.S. |
| 1:36.2 | App Store following a letter from Attorney General Pam Bondi, assuring it won't face fines for doing so. |
| 1:42.7 | TikTok is now available in the Google Play U. Play US store for Android users too, end quote. |
| 1:51.3 | The Financial Times is reporting that Arm is making a wild new change to its business model. It's not just going to license chip designs for others to produce. |
... |
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