←back to thread

Amazon-Stripe partnership

(stripe.com)
258 points polyrand | 1 comments | 23 Jan 23 15:38 UTC | HN request time: 0s | source
Show context
aabhay ◴[23 Jan 23 16:01 UTC] No.34490445[source]▶
In enterprise, it’s often the case that your biggest customer effectively owns you. They get to dictate roadmaps, you’re forced to spin up a special team just for them, and it becomes harder to justify your investment into long tail customers because this big golden monkey is on your back.
replies(4): >>34491293 #>>34491532 #>>34491913 #>>34494194 #
snird ◴[23 Jan 23 17:24 UTC] No.34491913[source]▶
If managed well, you can ride this "golden monkey" to heaven. So is the case of TSMC with Apple.
replies(2): >>34492087 #>>34492131 #
ajb ◴[23 Jan 23 17:39 UTC] No.34492131[source]▶
TSMC has many customers. If they lost Apple (and I don't see how) they could have to make some hard decisions but they would still be the world's top fab.
replies(1): >>34492168 #
ketzo ◴[23 Jan 23 17:42 UTC] No.34492168{3}[source]▶
Yeah, but that's looking at them today, as the definitive #1 fab in the world.

The path they took to get here was all about doubling down on Apple.

replies(1): >>34506514 #
1. ajb ◴[24 Jan 23 17:08 UTC] No.34506514{4}[source]▶
They were #1 when the ipod came out. At that point UMC were AMD to their Intel. They have been dominant in the fab business for longer than the iphone existed.