> The thing that is bizarre for me and I agree with the parent's sentiment, is h... | Hacker News

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		amelius on July 31, 2020 \| parent \| context \| favorite \| on: Nvidia is reportedly in ‘advanced talks’ to buy AR... > The thing that is bizarre for me and I agree with the parent's sentiment, is how disconnected the valuation is from the real-world impact and objective _usefulness_ of ARM versus Tiktok. Also how easily the technology behind Tiktok can be duplicated compared to ARM. Anyway, it's probably all about the network effect and brand value.

sjwright on Aug 1, 2020 [–]

ARM has no exposure to any end consumers and takes the tiniest sliver from each sale—if anything at all.

Tiktok can deliver arbitrary content to hundreds of millions of people’s eyeballs around the planet.

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