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

https://x.com/auonsson/status/1775216532030713871

https://x.com/rhatr/status/1775752505412186158

https://x.com/warintel4u/status/1775607811516371385

https://x.com/newscientist/status/1775513791595213182

https://x.com/david_hambling/status/1775116591635526021

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.

https://twitter.com/ashwinl/status/1001151221703454720

🇺🇸 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… 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, Samsung

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