this post was submitted on 16 Dec 2025
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Yet another example that the firms that actually make the things are the ones that matter in the long run.
Apparently Picea makes Roomba, Shark, Anker (Eufy). Maybe also some Dyson.
Hmm... counterpoint: Arm Holdings
They'll be gone as well once RISCV is more pervasive. Companies that sit on their IP and charge licensing fees deserve to die.
...maybe? I'm not so much of an absolutist... I think there's room in the world for companies that focus on design over production...
There are counterexamples for sure but there are whole indistries that fell over to this pattern. E.g. TVs.
Ever heard of a little known design shop called Nvidia that outsources production to other companies?
Fabs are an exception and a bad comparison.
Let's go down the list of the biggest companies in the world
Nvidia, Apple, Alphabet, Microsoft, Amazon, Broadcom, Meta
They don't manufacture anything, not even Amazon. They outsource Amazon basics to other companies in China.
The biggest companies in the world don't actually produce anything themselves, you have to go down to TSMC and oil companies to get to actual tangible items