Tech Brew Ride Home

Fri. 02/14 – Arm Upends The Entire Semiconductor Industry

53 snips
Feb 14, 2025
TikTok is back on app stores after regulatory hurdles. Arm is making a major move by producing its own chips, which could shake up the semiconductor industry. Reddit is booming with revenue from AI licensing deals while navigating changes in advertising tech. Walmart is thriving as it transforms into a tech-savvy retail leader. Plus, an intriguing app reimagines Wikipedia like TikTok, offering a fresh way to engage with knowledge.
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INSIGHT

Arm's Disruptive Move

  • Arm will produce its own chips, competing with customers like Qualcomm and Nvidia.
  • This shift disrupts the semiconductor industry, where Arm has been a neutral chip designer.
ANECDOTE

Shein's IPO Delay

  • Shein's London IPO might be delayed due to Trump's tariff crackdown on Chinese goods.
  • The company shifted from a New York IPO after facing rejection from U.S. regulators.
INSIGHT

Reddit's Revenue Growth

  • Reddit's revenue is increasing, partly due to licensing deals with Google and OpenAI for AI training.
  • Their advertising revenue also grew significantly, demonstrating the platform's appeal to brands.
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