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This is a really thorogh breakdown of the Google Synaptics partnership. The open source approach versus Meta Arm's proprietary model is a huge differentiator. I think the RISC V foundation gives them a lot more flexibilty to iterate quickly, especially with the HW/SW codesign aspect you highlighted. Rutledge's honesty about Coral being a tangled mess is refreshing, not many execs would admit that so candidly. The 10X challenge they faced makes total sense why they pivoted to working with an establshed silicon partner like Synaptics rather than doing everything in house. Really curious to see how this plays out in actual product deployments over the next few years. Great podcast format too, the direct quotes from both sides really help understand the strategic thinking behind this.

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