Someone pumped more money into SiFive, which seems like an astonishingly poor investment. Just figured I would re-post this video talking about what happens at the end of the SiFive investment cycle.
They claim to have customers using P870-D silicon today. That is about Neoverse N2 performance territory, except SiFive claims 25% smaller die area and lower power (at the same process size).
Oh... I should setup a Kalshi or Polymarket bet as to whether SiFive is still in business as an independent company in 2 or 3 years. Or if their IP was bought at greater than their current post-money or if it was a fire-sale.
This thread is pointing to the "disaster" at SiFive a few years ago as evidence that they will do badly in the future.
What has happened since this attached video suggesting that they are in trouble two years ago?
Well, they just raised another $400 million for one and at a much higher valuation than they had when the video was created. I will take that kind of failure.
But is it just a con? Well, they released the P550 and small industry players like Red Hat have created distributions around it. And I can get it in a Framework laptop. It does not sound like SiFive is being ignored.
But most notably, they have customers running P870-D cores in silicon.
A lot seems to have happened since that video. The video deos not seem to have been a very good predictor of the future.
Yet, we are using that video to predict the future again? I am betting it will turn out like last time. So, sell me those shares.
Layoffs just seem to be part of life in the US tech industry.
Qualcomm announced laying off 66 people in San Diego today. And hundreds more at Meta and Oracle. Qualcomm laid off 260 or so in San Diego a year and a half ago in September 2024.
I got laid off from SiFive in February 2020 (one of 80). My boss and my boss's boss (who was the one who called me in for the good news) were themselves gonzo three months later. It seemed to be a pivot away from doing so much general infrastructure software development in-house. Palmer had moved on to Google two months earlier (and Rivos/Meta since) ... had he seen the writing on the wall?
It didn't seem to be personal. The founders seemed to not know the details in advance, only the "professional" management.
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[ 2.4 ms ] story [ 24.9 ms ] threadVery brave of you to put that on the Internet.
They claim to have customers using P870-D silicon today. That is about Neoverse N2 performance territory, except SiFive claims 25% smaller die area and lower power (at the same process size).
Now they have $400 million to push that further.
https://www.sifive.com/blog/investing-in-our-next-chapter-of...
If SiFive can grab even a fraction of a hyperscaler market, they are going to be worth a lot more than $3 billion.
Oh... I should setup a Kalshi or Polymarket bet as to whether SiFive is still in business as an independent company in 2 or 3 years. Or if their IP was bought at greater than their current post-money or if it was a fire-sale.
Do you have SiFive shares you can sell me? Real question.
This thread is pointing to the "disaster" at SiFive a few years ago as evidence that they will do badly in the future.
What has happened since this attached video suggesting that they are in trouble two years ago?
Well, they just raised another $400 million for one and at a much higher valuation than they had when the video was created. I will take that kind of failure.
But is it just a con? Well, they released the P550 and small industry players like Red Hat have created distributions around it. And I can get it in a Framework laptop. It does not sound like SiFive is being ignored.
But most notably, they have customers running P870-D cores in silicon.
A lot seems to have happened since that video. The video deos not seem to have been a very good predictor of the future.
Yet, we are using that video to predict the future again? I am betting it will turn out like last time. So, sell me those shares.
Qualcomm announced laying off 66 people in San Diego today. And hundreds more at Meta and Oracle. Qualcomm laid off 260 or so in San Diego a year and a half ago in September 2024.
I got laid off from SiFive in February 2020 (one of 80). My boss and my boss's boss (who was the one who called me in for the good news) were themselves gonzo three months later. It seemed to be a pivot away from doing so much general infrastructure software development in-house. Palmer had moved on to Google two months earlier (and Rivos/Meta since) ... had he seen the writing on the wall?
It didn't seem to be personal. The founders seemed to not know the details in advance, only the "professional" management.