Thread by @trengriffin

1/ Would chips have been in short supply right now even without pandemic?

Software is eating the chips!

"In the second quarter of 2021, the latest for which data are available, the semiconductor industry sold more chips than at any point in history." wsj.com/articles/manuf…

2/ Chip manufacturing capacity must catch up with demand that is accelerating in order for the supply shortage to be reduced.

Part of the solution will inevitably be product redesign that relies less on cheap older chips (eg, 28 nanometer level) and better software solutions.

3/ I think I've been in the top one percent of understanding the power of software, and all my life I've underestimated it. Never a year passes that I don't get some surprise that pushes my limit a little farther.

Everyone else has too. No exceptions.

Computer of Wheels (COW)

4/ 300 TB of data generated a year by a mobile device is non small. It will continue to grow. The bogey is moving. tuxera.com/blog/autonomou…

5/ Roelof Botha: "There are about 25 million people on the planet who write software for a living. Whenever you can deliver technology or products that help those developers become more productive, it has a massive force multiplier effect on the world." joincolossus.com/episodes/66371…