Amazingly $5 billion is like a box of tens and twenties to Apple. They just want their vendors to play fair, and it even mentions it likely also includes the back payment when Apple told Foxconn to withhold payments.
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Qualcomm CEO Steve Mollenkopf Shares Thoughts on Apple Deal but Declines to Give Specific Details
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Amazingly $5 billion is like a box of tens and twenties to Apple. They just want their vendors to play fair, and it even mentions it likely also includes the back payment when Apple told Foxconn to withhold payments.
Anything under $10 billion comes out of petty cash.
They have what, $200-300 billion in cash? I lose track.
Yep about $300 billion. Tim Apple opened the petty cash box and said lets get back to work already.
Either way Apple was going to pay something, they withheld payments at the vendor-level when they felt the deal was becoming unfair. It's no different when someone stops paying their bill because they felt they were extorted. Just eventually Qualcomm shut the valve and stopped letting them make chips with their patents.
Seems the new contract also puts the new contract payments directly from Apple.
Well, Jim Keller is with Intel now and that can be a game changer, as you should now.
Why should I know that? I worked with him at AMD. He didn’t change the game there.
Then you're not who you say you are.
Jim was the lead architect for, amongst other things, K8 and Athlon64, which you claimed you've been working on. He also came back to AMD to do Zen, which have Intel sweating all over the place.
Valve was still open but the pipes were a little clogged, reportedly.
Yeah previously Apple’s contract manufacturers held the Qualcomm license and Apple reimbursed them for payments made to Qualcomm (until they didn’t, or rather noticed them they wouldn’t be, going forward).
As you mention, Apple is now a direct licensee, which they’ll need to make their own chip. It’s unclear, at least to me, whether Apple is licensing all of Qualcomm’s IP or just the SEP portfolio; published rates are about double.
Ok, sure. Google me.
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There is no way apple or anyone else would settle without having a license to *all* IP. It just doesn’t happen. Nobody wants to go to the board of directors and say “yeah, we settled, but now we just got sued by them again.”
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I think Cliff's point is that anything as complex as an x86 chip or an Apple SoC is not created by one person, no matter how brilliant they are, but by a team, a process, a culture. And if that process and culture were dysfunctional, then changing one person likely will not make it functional.
Even at somewhere like MS, Satya has done remarkable things but MS still feels like the MS of the end of the Balmer era; enterprise is done reasonably well, consumer shows frequent glitches, there's no taste anywhere or any concern for cleaning up the debris of the past -- MS culture persists. And that's with a change at the top who understands that pretty much his ENTIRE role is to change the culture.
Jim Keller can come in with doubtless great tech ideas. But he's not the sort of person who can (or probably even wants to) take on and upend an entire culture.
Or to put it differently, you put Chris Lattner in Apple and great things happen. You let him spread out from Apple kinda sorta into Google and more great things happen. You put him in Tesla and, I don't know, nothing apparently that we've heard about (which is not a slight against Tesla; regardless of what's happening in HW, their SW team mostly keeps producing and shipping --- but CL didn't seem to change anything much either way).
Same guy year after year, but in different successive environments.
All true.
Also, when I worked with him at amd, he was responsible for the hyper transport bus. Fred Weber was the genius behind k8, not him. What was remarkable about k8 was that nobody was doing the chief architect job - it was all decentralized and the whole team was around 20 people.