Thu. 03/20 – Is Apple In Its “Vista” Era?
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4.7 • 984 Ratings
🗓️ 20 March 2025
⏱️ 19 minutes
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Summary
SoftBank acquires a chip making startup. Nvidia says it hasn’t been approached to help save Intel. OpenAI announces another expensive AI tier. Apple TV+ is losing more than a billion dollars a year. And do Apple’s recent stumbles indicate their where Microsoft was in the Windows Vista era?
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Links:
- SoftBank Seals $6.5 Billion Deal for Chip Designer Ampere (Bloomberg)
- Nvidia CEO says company has not been asked to buy a stake in Intel (Reuters)
- Nvidia to spend hundreds of billions on US supply chain, says chief (FT)
- A First Look at How Apple’s C1 Modem Performs With Early Adopters (Ookla)
- OpenAI’s o1-pro is the company’s most expensive AI model yet (TechCrunch)
- Apple Streaming Losses Top $1 Billion a Year (The Information)
- Apple innovation and execution (Benedict Evans)
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Transcript
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| 0:00.0 | Welcome to the Tech meme right home for Thursday, March 20th, 2025. I'm Brian McCullough today. SoftBank acquires a chip-making startup. InVIDIA says it hasn't been approached to help save Intel. OpenAI announces another expensive AI tier. Apple TV Plus is losing more than a billion dollars a year. And do Apple's |
| 0:22.5 | recent stumbles indicate there where Microsoft was in the Windows Vista era? Here's what you miss today |
| 0:28.4 | in the world of tech. SoftBank is acquiring Ampere computing for $6.5 billion in cash, with Oracle and Carlisle selling |
| 0:40.3 | their previous stakes as part of the deal, which is expected to close in the second half of this |
| 0:45.5 | year. This is worth noting because it is part of the whole AI-chips land grab slash gold rush, |
| 0:51.8 | quoting Bloomberg. The deal for Amper, whose early backers included Oracle and |
| 0:56.6 | private equity firm Carlisle, adds to a wave of chip companies looking to capitalize on a |
| 1:01.2 | spending boom in artificial intelligence. Ampere makes processors for data center machinery, |
| 1:05.6 | including technology used by chip designer Arm Holdings, which is majority owned by SoftBank. |
| 1:11.8 | Ampeer, founded by former Intel executive Renee James, was valued at more than $8 billion in a proposed minority |
| 1:17.2 | investment by Japan SoftBank in 2021. Bloomberg News reported at the time. The chips market has grown |
| 1:22.8 | more competitive since then with several large tech companies rushing to develop the same |
| 1:27.1 | kinds of products |
| 1:27.9 | that Ampere makes. In acquiring Ampere, SoftBank is getting access to one of the few large |
| 1:32.7 | design teams for the types of advanced chips used in data centers that isn't already part of |
| 1:36.9 | another company. It's doing that as demand for those chips explodes amid runaway spending on |
| 1:42.4 | AI infrastructure. SoftBank also is looking for a way to |
| 1:45.8 | increase its ability to capture some of that spending with advanced product offerings it doesn't |
| 1:49.8 | already have, even through ARM. Ampeer is one of a group of companies that tried to use |
| 1:54.5 | ARM technology, which dominates in mobile phones to create a niche in the lucrative data |
| 1:59.4 | center chip business. Most of these have failed or been acquired. |
| 2:03.4 | Amper's acquisition by SoftBank keeps that push alive. |
... |
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