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It's also a nice and relatively straightforward first step into custom silicon, which is probably going to turn out to be quite an important strategic move for them.

I wouldn't have thought so, but I guess it could. I thought their whole point was to use existing chips that were low cost to promote education. Jumping into custom chips seems like an odd move for that, unless they want to monetize.

They've got scale now. I think that's the difference.

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