Lip-Bu Tan's mental models

Their wordsSo I think power, thermal, those become the bottleneck. So I think I always look at from what is the problem we try to solve? Is it real? Is customer crying for it?

Their wordsOne is of course everybody knows power constraint. Some country the power they just don't have that. They get impacted. And then secondly, a lot of people didn't realize the helium impact can be also very significant for semiconductor. And then the thirdly, is everybody know right now memory is a bigger shortage.

Their wordsif you look at it 10 years from now, what are we be the winning company? This is just my personal view. The one that articulate and laser focus on one niche area and also find the right partner and also able to scale the company.

Their wordsSo you know, just like internet, you can see some of them turn out to be very big like Amazon, like the Netflix and then some of them is kind of go sideways and disappeared or being acquired. And so I think to me is the same approach.

Their wordsand then the power and the cost and then you can double the performance but you cannot double down on the cost and and area. So those are the thing you have to give give way unless you find some new way of material new way of design.