It happened
They called it the mainframe
74 publicly visible posts • joined 22 Feb 2013
Would trust it as much as I trust software from Blighty or the US. Slightly more than I would trust software from Russia and orders of magnitude more than I would trust software from virtually any other country.
Suspect if I was running a Middle Eastern dictatorship I would be a little more leery though and buy it through a reseller instead.
I think you miss a fundamental point. One of the drivers of the conversation around basic income is the increasing awareness of the political classes around the impact of automation and AI. Whilst it is easy to look at this as a separate topic, the fact that there are more people than the work that needs to be done, Elon hasn't found a cheap way to ship us off planet and a lack of growth in the west means that there are lots of idle hands and bribing them to STFU as is being done in Spain is a highly relevant topic.
To shut down that quickly my guess is someone has not been doing their homework on local regulatory requirements. inclined towards either a breach of Regulation E or an AML linked issue for the US. Seriously folks - if you want to build a business in this space invest in understanding compliance and regulation. It may be as boring as Big Bertha but you gotta know the rules if you wanna play the game.
What she carefully choses to ignore (because the last thing you want to do is encourage a competitor and tell the market it's a good idea) is that it's not the portion of hardware revenue that counts, it's the portion of wallet share at clients that can be incrementally captured by bundling incremental software into a deal where you have locked in revenue due to unremovable mainframes.
What I see as the most interesting aspect of this acquisition is our friends at AWS have bought in a tonne of semiconductor designers. Whilst they are focussed on networking at the moment, do you honestly think that Dr Vogels has not structurally disassembled his workload and identified functional use-case where an ARM based processor will have a price/perf advantage. If I was Intel right now, I would be a little nervous as if the economics of this work our correctly from a unit cost perspective you can be sure that the chocolate factory will be replicating.
The storage Flash vendors are all screwed in the medium term. Micron and who knows who else are building integrated nand and dram capabilities which means that the data placement algorithms and wear management software and all the other funky stuff the pcie Flash vendors produce migrate to the os.