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Ashwin Lalendran Profile picture
Ashwin Lalendran
@ashwinl
Positive sum Globalist | Engineered bomb detecting drones @AFResearchLab and mapped our world @Apple | AI's biggest impact will be on the physical world |⚡️
Apr 4 • 5 tweets • 4 min read
Electronic warfare at scale.

Topic to track:

GPS jamming out of Kallingrad, Russia


GPS jamming 12,000 km south of Kallingrad in Cyprus in Mediterranean


GPS jamming near the Persian Gulf


Impacting commercial flts over Baltics


Ukrainian drones using optical navigation




Image Someone asked me in DMs why I track this topic so much.

Aside from global security, studying (or in a previous life, building) technology applied in war is like seeing the future:

Saw it first hand with the emergence of self-driving and autonomy.
Jan 10 • 7 tweets • 6 min read
🇺🇸 govt is making a mistake IF it restricts the use of RISC-V by non-US actors (incl China).

Tech genie is out of the bottle.
Let RISC-V ecosystem compete and catchup to Arm!

Improved security, speed of progress, fewer CPU chip shortages and less of a monopoly. All benefits US govt desires (and needs).

Quick context on tech and market:

Top Ten Fallacies About RISC-V (3/2023)


How Arm conquered the chip market without making a single chip, with CEO Rene Haas (9/2022)


Why RISC-V support is a big deal for Qualcomm and Android (1/2024)
riscv.org/blog/2023/03/t…
theverge.com/23373371/arm-c…
androidpolice.com/risc-v-big-dea…Image 2/ @Arm by the numbers:

+ Arm does $2.8 B annual revenue

+ 50% margins

+ 60% of revenue is licensing and royalty fees

+ >50% of its royalty revenue in 2023 came from smartphones and consumer electronics

+ Market Share: 64% in IoT; 41% in automotive chips; 25% in networking; 10% share in cloud computing chips

+ SoftBank has a 90.6% stake post- IPO

+ Arm major customers are also large investors, incl: Apple, Nvidia, Google, TSMC, AMD, Intel, SamsungImage
May 16, 2018 • 23 tweets • 6 min read
1/ I’m in Vilnius this week. Here’s an attempt to connect a couple dots from observations and conversations. Bear with me. Want to paint the human side of this story. #Facebook 2/ Just met a 40-year old father of 2 from Venezuela. We’ll call him John. John studied chemical engineering