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   A repost from pmcw that I want to reread again.
   
   For casual readers.. I have read the very hard to work on material of Richard Thaler.
   
   WHo is he you might ask?
   
   https://en.wikipedia.org/wiki/Richard_Thaler
   
   He created his field..behavioral finance. It is NOT an easy read, but he did write about SIGNAL and NOISE. For me it fits into Metcalfe's law about a network...
   
   it fits into our current cultural discussions around say Russia; news and Fake news. There IS SIGNAL and there IS noise. It is possible to tell the difference?
   
   For some maybe NOT, for me I take Thaler to heart...IF you have the right algorithm to filter the noise out the distillation is better than what you would get IF there were no noise at all.
   So I live with the idea that noise IS GOOD. In my professional job, it is what I DO. Throw away noise and act on a signal...not easy, but vitally important.
   
   
   Much of the anxiety of owning a meaningful amount of QUIK is NOISE. Anxiety= A NOISE generator? You may need to share your anxiety, and it IS very contagious, worse than the Infuenza of the early 20th century- but is it signal or noise. It is mostly noise. So I have an internal algo for anxiety....read a lot. and if its not gone....read some more.
   
   So with this in mind here is the post I am not just rereading- I am STUDYING it....it is an IMPORTANT signal....
   

   jfieb, 17 minutes agoEditDeleteReport

   #26Reply
2. 

   jfiebWell-Known Member

   New
   

   
   
   

   PMCW wrote this...
   
   Let me share some of my thoughts regarding the new design win QUIK presented with the app company that has initiated a products group.
   
   Google is usually thought of as an advertising company. I wrote some years back a better way to view Google is as an information company.
   
   The reason why Google and so many other companies "give" valuable stuff away is the stuff collects information that gives these companies leverage. Selling direct advertising is one way to leverage this information, but facilitating access to markets or information about markets is a more accurate way to look at it.
   
   App companies do the same thing. They give away apps and collect personal information from app users. The ultimate apps are interactive (more and better information) - and the stickiest are those with social aspects (interactive + builds emotional ties). 
   
   Successful software app companies measure installed bases in hundreds of millions, which gives them branding power and a point of presence with a qualified potential customer base that attaches some value to that branding.
   
   While these companies are masters at leveraging the information they collect from users, they are not directly leveraging the market pipe that goes in the other direction beyond selling, often indirectly, that privilege to others. This means these companies have an un-leveraged pipe to a qualified market, and if leveraged right, the potential to add ecosystem leverage to the model.
   
   This is why some of the smarter app companies are exploring the products business. Some of them will likely sell products for profit, but I think most of them will use products to build out ecosystem business models that puts the profit in the middle. The implication here is these companies will likely price products to optimize volume.
   
   In other words, I have no idea if this or any other given product introduced by the app companies moving into the hardware arena will be successful, but the mechanics of the business model give these companies access to a huge markets where they already have branding value.
   
   Bottom Line: These companies are masters at leveraging information. The more personal (more identified to a person) the information the higher the value. Interaction drives value, and interaction is natural with anything physical (products are physical). Lots of motivation for these companies to play hard.
   

   jfieb, 15 minutes agoEditDeleteReport

   #27Reply
3. 

   jfiebWell-Known Member

   New
   

   
   
   

   lets add in some incremental info..this IS the SIGNAL?
   
   The economist.........May 6 - 12. The editorial...
   
   The worlds MOST valuable resource.
   
   5 stars. they say it very well. I will print it and read it and use it as a CORE SIGNAL. What does the CORE signal say, if you can discern it forget what anyone else says. I HAVE NO opinion, but a CORE signal has one and it is the only one that matters?
   

   jfieb, 10 minutes agoEditDeleteReport

   #28Reply
4. 

   jfiebWell-Known Member

   New
   

   
   
   

   the link...
   
   
   http://www.economist.com/news/leade...antitrust-rules-worlds-most-valuable-resource
   
   Regulating the internet giantsThe world’s most valuable resource is no longer oil, but data
   The data economy demands a new approach to antitrust rules
   
   
   Print edition | Leaders
   May 6th 2017
   
   A NEW commodity spawns a lucrative, fast-growing industry, prompting antitrust regulators to step in to restrain those who control its flow. A century ago, the resource in question was oil. Now similar concerns are being raised by the giants that deal in data, the oil of the digital era. These titans—Alphabet (Google’s parent company), Amazon, Apple, Facebook and Microsoft—look unstoppable. They are the five most valuable listed firms in the world. Their profits are surging: they collectively racked up over $25bn in net profit in the first quarter of 2017. Amazon captures half of all dollars spent online in America. Google and Facebook accounted for almost all the revenue growth in digital advertising in America last year.
   
   Such dominance has prompted calls for the tech giants to be broken up, as Standard Oil was in the early 20th century. This newspaper has argued against such drastic action in the past. Size alone is not a crime. The giants’ success has benefited consumers. Few want to live without Google’s search engine, Amazon’s one-day delivery or Facebook’s newsfeed. Nor do these firms raise the alarm when standard antitrust tests are applied. Far from gouging consumers, many of their services are free (users pay, in effect, by handing over yet more data). Take account of offline rivals, and their market shares look less worrying. And the emergence of upstarts like Snapchat suggests that new entrants can still make waves.
   
   See all updates
   But there is cause for concern. Internet companies’ control of data gives them enormous power. Old ways of thinking about competition, devised in the era of oil, look outdated in what has come to be called the “data economy” (see Briefing). A new approach is needed.
   
   Quantity has a quality all its own
   
   What has changed? Smartphones and the internet have made data abundant, ubiquitous and far more valuable. Whether you are going for a run, watching TV or even just sitting in traffic, virtually every activity creates a digital trace—more raw material for the data distilleries. As devices from watches to cars connect to the internet, the volume is increasing: some estimate that a self-driving car will generate 100 gigabytes per second. Meanwhile, artificial-intelligence (AI) techniques such as machine learning extract more value from data. Algorithms can predict when a customer is ready to buy, a jet-engine needs servicing or a person is at risk of a disease. Industrial giants such as GE and Siemens now sell themselves as data firms.
   
   This abundance of data changes the nature of competition. Technology giants have always benefited from network effects: the more users Facebook signs up, the more attractive signing up becomes for others. With data there are extra network effects. By collecting more data, a firm has more scope to improve its products, which attracts more users, generating even more data, and so on. The more data Tesla gathers from its self-driving cars, the better it can make them at driving themselves—part of the reason the firm, which sold only 25,000 cars in the first quarter, is now worth more than GM, which sold 2.3m. Vast pools of data can thus act as protective moats.
   
   
   Access to data also protects companies from rivals in another way. The case for being sanguine about competition in the tech industry rests on the potential for incumbents to be blindsided by a startup in a garage or an unexpected technological shift. But both are less likely in the data age. The giants’ surveillance systems span the entire economy: Google can see what people search for, Facebook what they share, Amazon what they buy. They own app stores and operating systems, and rent out computing power to startups. They have a “God’s eye view” of activities in their own markets and beyond. They can see when a new product or service gains traction, allowing them to copy it or simply buy the upstart before it becomes too great a threat. Many think Facebook’s $22bn purchase in 2014 of WhatsApp, a messaging app with fewer than 60 employees, falls into this category of “shoot-out acquisitions” that eliminate potential rivals. By providing barriers to entry and early-warning systems, data can stifle competition.
   
   Who ya gonna call, trustbusters?
   
   The nature of data makes the antitrust remedies of the past less useful. Breaking up a firm like Google into five Googlets would not stop network effects from reasserting themselves: in time, one of them would become dominant again. A radical rethink is required—and as the outlines of a new approach start to become apparent, two ideas stand out.
   
   The first is that antitrust authorities need to move from the industrial era into the 21st century. When considering a merger, for example, they have traditionally used size to determine when to intervene. They now need to take into account the extent of firms’ data assets when assessing the impact of deals. The purchase price could also be a signal that an incumbent is buying a nascent threat. On these measures, Facebook’s willingness to pay so much for WhatsApp, which had no revenue to speak of, would have raised red flags. Trustbusters must also become more data-savvy in their analysis of market dynamics, for example by using simulations to hunt for algorithms colluding over prices or to determine how best to promote competition (see Free exchange).
   
   The second principle is to loosen the grip that providers of online services have over data and give more control to those who supply them. More transparency would help: companies could be forced to reveal to consumers what information they hold and how much money they make from it. Governments could encourage the emergence of new services by opening up more of their own data vaults or managing crucial parts of the data economy as public infrastructure, as India does with its digital-identity system, Aadhaar. They could also mandate the sharing of certain kinds of data, with users’ consent—an approach Europe is taking in financial services by requiring banks to make customers’ data accessible to third parties.
   
   Rebooting antitrust for the information age will not be easy. It will entail new risks: more data sharing, for instance, could threaten privacy. But if governments don’t want a data economy dominated by a few giants, they will need to act soon.
   
   
   Please become a real NODE on a network... we need to discuss this, NOT other stuff. This is the signal. IF we figure it out we are the conquistadores in a much kinder way, we are the oil barrons,
   
   So with this great essay on your minds read pmcw again. Why software NEEDS hardware... they NEED the data and they need it ASAP? If you GET that data you have something............
   and if its useful data you have MORE value.

Up from the basement archive for rereading this Sunday am...
1 yr ago..perhaps it was for good reason they had several job opening there  :-)




You know SEC....

Samsung Electronics Co., Ltd. ("SEC") was incorporated under the laws of the Republic of Korea to manufacture and sell semiconductors,

So we know they are a very good and hopefully much better customer.

But LG?



Why do I ponder this you ask?


Own and manage relationships across multiple levels (SVP to engineering teams) at SEC and LG (SEC priority) and multiple organizations (HW, SW, MM, Procurement, other)


this snip...

Drive execution post-dwin to MP, managing local teams and HQ engagements.

does post- dwin mean post design win? to MP? anybody know what that is?

Hey QUIK do you have a dwin at LG?
Maybe its a typo or poor translation?


have to have some fun, it would be really nice to have LG as a customer

1. John likes this.
2. 

   jfiebWell-Known Member

   
   
   

   THis snip...
   
   QuickLogic is bullish about a market for using Alexa to add voice control to systems using the EOS sensor hub it started shipping in November. So far three smartphones, one wearable and one IoT device are using the chip.
   
   3 Smartphones?
   
   1.
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   3.

1. 
   
   

   a new folder to work on this material to see what can be found.
   
   

   1. In a story on Alexa QUIK says
      
      3 smartphones...
      
      That is new incremental info.
      
      so it could be an error. Just for fun I looked for smartphones adding Alexa..
      
      1. Lenovo Moto
      
      2. Huawei. Mate 9
      
      
      Amazon's Alexa is about to land on more smartphones
      Watch out Siri and Google Now: Lenovo is integrating Amazon's digital assistant into its Moto Z phone.
      
      
      By Steve Ranger | February 27, 2017 -- 11:07 GMT (03:07 PST) | Topic: Hardware
      
      • Moto Z modular smartphones.
        
        Lenovo said that "later this year" owners of its Moto Z smartphone will be able to buy a Moto Mod with Amazon Alexa. The company did not reveal pricing.
        
        
        You may not think you need a voice-activated speaker and a cloud-powered digital assistant in your home, but Amazon's Echo and Alexa may persuade you otherwise.According to Lenovo, Moto Z users will be able to ask Alexa to turn on the heating when they leave work so that the house is warm when they get home, or more prosaically simply add milk to a shopping list.
        
        Later this year Lenovo will integrate Alexa more fully into its smartphones so that you won't have to unlock the phone first.
        
        "With our Amazon Alexa Moto Mod, you can easily perform everyday tasks while on the go, like controlling your smart home, checking the news, requesting a ride from services like Uber, and more -- using just your voice," the company said.
        
        Lenovo isn't the first smartphone maker to add Alexa; last month Huawei announced that Alexa will be built into its Mate 9 handset.
        
        This could turn out to be a significant step; Amazon's digital assistant, embodied in the Amazon Echo smart speaker, has proved very popular and companies are now scrambling to build it into devices from washing machines and smart locks to cars.
        
        
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        That's giving Amazon plenty of momentum in the connected home, but the device we carry with us all the time is the smartphone. If consumers warm to the idea of Alexa everywhere, then integrating the service could be a handy boost for companies like Lenovo and Huawei, giving them a leg-up against bigger rivals with more established digital assistants.
        
        If it takes off, or more smartphone makers jump aboard, Alexa could become a big new rival to Apple's Siri, Google Now, and Microsoft's Cortana.
      • So it would be a module you could add to their phone
   2. 2. Huawei...
      
      Amazon's Alexa just conquered another phone
      Wednesday, 22 Mar 2017 | 9:00 AM ETCNBC.com
      Courtesy of Huawei
      The battle over voice assistants is heating up. For the first time, Amazon's digital assistant Alexa will come preinstalled on a smartphone, challenging Apple's Siri and Google Assistant on the turf they've carved out. What's more, it'll come on an Android phone.
      
      Today, China's biggest smartphone maker, Huawei, will deliver an over-the-air update, pushing the Huawei Alexa app to Mate 9 customers in the United States, as promised at this year's Consumer Electronics Show in January.
      
      
      The large screen Android Mate 9 has been well reviewed, but hasn't really cracked the U.S. market, as none of the big U.S. carriers are selling it yet.
      
      Still, it's a significant move for Amazon as Alexa moves beyond the home and into mobile. Earlier this week, its virtual assistant becameavailable on Apple's iPhone through the Amazon app. Amazon is also in negotiations to integrate Alexa in some Motorola smartphones.
      
      Amazon isn't the only one pushing its digital assistant -- Googlerecently started pushing its Google Assistant to millions of Android phones running recent operating systems (Marshmallow and Nougat), and Samsung is launching its own assistant, Bixby, on its next flagship smartphone later this month (also an Android).
      
      While Huawei doesn't have much of a presence in the US yet (according to The Information, that could change soon), the Chinese company is the world's third largest smartphone maker. This partnership could give Alexa a foothold in China, a market that Amazon is moving deeper into with its launch of a version of its Prime membership last year.
      
      
      So they started with software, will they move it of the AP?
      
      AM considering that this is the power of the Sensory/ Amazon partnership to ADD voice for NOT Tier 1 players.
      
      GOOG Pixels will NOT use Alexa, Samsung devices will use BIX no Alexa,
      
      So I will make a folder for Smartphones who do use Alexa to track that along for something fun to do.
      
      A potential conclusion;
      
      Some Smarthphone makers will use ALexa to add voice and some of those devices will have Eos S3...

   jfieb, 15 minutes agoEditReport

   #1Reply
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3. 

   jfiebWell-Known Member

   New
   

   
   
   

   Alexa on IoT non smartphone devices?
   
   NO way to track as there are so many. But some Brian Faith cc comment worth looking at again
   
   
   Now, they can start doing implementation or design into multiple products at the same time. We saw that happen in the past with display bridges, and I think we’re going to see a repeat of that in the future with our current solutions. So that’s [Multiple Speakers]
   
   once you start getting traction of these customers, again, actually momentum, people are developing multiple products at the same time different groups that starts getting a multiplicative effect.
   
   
   SMartphones, wearable, IoT devices..
   
   and Ricks probing of the Alexa stuff at CES...
   
   
   Rick Neaton
   
   Okay. Can you explain how you and Sensory facilitate the deployment of Alexa since it already is pretty useful in its current form. What – since I didn’t get to Las Vegas, what was the demo that you used to approve your concept and how does that make Alexa and other voice applications better?
   
   Brian Faith
   
   Yes, good question. So Sensory has voice recognition technology and they’re behind a lot of these triggers they’ve used, say like, Galaxy, okay Google. They also have the Alexa trigger, which is the Amazon’s products. And the nice thing about what Amazon is doing from an ecosystem point of view is, they’re actually enabling other peoples to build products, they have their Alexa trigger, which is why we saw it all over CES from fans to refrigerators to cars.
   
   So what we demonstrated at CES was a home automation, example, where we had our EOS S3 on a very small board, running the Alexa trigger, and we actually hacked into the light in the hotel room. So when somebody came in, they could say, hey, Alexa, turn the light on and the light will come on, and say turn the light off, and it turns off. And so the reasons why we’re showing that demo is, yes, Alexa is out there today and it’s functional. But what if it could be battery powered and you could sprinkle around your house. You don’t have to go buy under $50 Amazon battery, $250 Amazon Achelous and turn the light of your house.
   
   If the trend is going to be more competing at the edge, it’s going to be sprinkling these things around with batteries not line powered, that’s the big difference of what we enable at EOS S3, not just a functionality from a voice point of view, it’s the ability to do that at batter powered applications is the big difference.
   
   The other thing I will mention is that, the typical Alexa trigger if you were to plug in your house like a light example. it goes up with the cloud to figure out what light you need to turn and off and there’s a lag. And if you’re walking through your house at night, you probably don’t want to have a lag, you want to have the light turn on into the room. And so what we’re doing is, we’re running Alexa deeply embedded on our device, you don’t have to go to the cloud, you can immediately do whatever you tell us to do like turn the light on or off. And so, the fundamental difference here that we’re enabling more real-time and we’re enabling it to be done in battery.
   
   So the IoT device is probably a real device that fits these cc comments....
   
   Also consider that the MULTIPLE word would sort of fit....Folks would want ALexa across all their devices?
   We need voice so lets use ALexa on our phone n on our wearable and on our IoT?
   
   Voice will be a platform not a single device?

   
   Later this year Lenovo will integrate Alexa more fully into its smartphones so that you won't have to unlock the phone first.
   

13 Apr. 2017 SMIC Advanced Technology Workshop Shanghai, China

done
18 Apr. 2017 SMIC Advanced Technology Workshop Santa Clara, CA, US


yesterday and onward to

9 May. 2017 SMIC Advanced Technology Workshop Hsinchu, Taiwan



Hsinchu is a city in northern Taiwan, southwest of the capital city of Taipei. It’s known for its ornate Hsinchu City God (Cheng Huang) Temple, lined with food stalls. Close by is Yin Hsi East Gate, a 19th-century structure once used as an entrance to the city. Hsinchu Zoo houses hippos, Bengal tigers and Malay bears. Southeast of the center, trails cross the forested Shibajian (18 Peaks) Mountain.


QUIK is the traveling gnome of eFPGA?

As a part owner I like these sort of postcards!


 

This company is small, but very global, I like these tech road shows as a part owner A LOT more than I like those aimed at the street-like the Roth type ones: but .....to each there own,

1. jfieb, Wednesday at 5:55 AMEditDeleteReport

   #13Reply
2. 

   jfiebWell-Known Member

   
   

   So consider that from 40 to 22 gives us 60% of new area...
   
   And then to 12 another 50% after that.
   
   So as a part owner of this business being on the RIGHT side of Moore's law is fun, the anxiety of watching an AP suck up the great Apical algo is banished thankfully for good. QUIK will add more engines toward that word heterogeneous computing. Only IF it is ubiquitous will it get hardened...
   
   A FEW APP companies are HUGE enough to have proprietary engines of their own?. say
   Flexible Facebook engine, to partition within the SoC.
   
   
   I also believe technologies / companies signed up for FDXelerator will be available on 12nm FDX too.
   
   
   
   Why do I reread this often?
   
   
   This week I am NOT looking at it from my small point of view, but pretending I am a Tier 1 MAJOR app company with a new product division who has a vision of the future... I WOULD NOT use anything that did NOT scale toward that horizon....
   
   Now QUIK CAN use 22 and then 12 to add a LOT of stuff ... the SoC for that ultimate vision can barely be glimpsed from the rooms that QUIK has just entered, after waiting a long time for the invite.
   
   Use any incremental info to let it sink in that QUIK IS worth a LOT more today than ever before.