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7/12/2025, 9:28:47 AM
>>105878392
Yeah, but you basically leave no margin for error once you cut that far to make bets that will pay off. Rory Read is the only one who arguably did everything right under that scheme and got evicted before he saw his fruits of labor pay off with Lisa. It's quite clear she coasted quite a bit on what he did, look how long it took for her to come around with an AI strategy, absolutely embarassing, and the state AMD left Threadripper and mobile in and squandered the goodwill and gains they made in those segments even though they could've won those segments handily with barely any competition.
What bets do Intel actually have right now? And what are they willing to do to make it to the finish line of profitability? AMD sold off and leased back their own corporate HQ in the days before Zen released to get it over the finish line. My assessment is that they have exactly three things. GPU at firesale prices compared to the other two, their little/E core which is competitive and beats most E cores in the industry even from ARM and foundry. But none of them have stable backing and foundation, they were basically almost like flukes or pockets of success. Intel not investing more into those areas and cutting from them before doing that is a huge mistake.
Yeah, but you basically leave no margin for error once you cut that far to make bets that will pay off. Rory Read is the only one who arguably did everything right under that scheme and got evicted before he saw his fruits of labor pay off with Lisa. It's quite clear she coasted quite a bit on what he did, look how long it took for her to come around with an AI strategy, absolutely embarassing, and the state AMD left Threadripper and mobile in and squandered the goodwill and gains they made in those segments even though they could've won those segments handily with barely any competition.
What bets do Intel actually have right now? And what are they willing to do to make it to the finish line of profitability? AMD sold off and leased back their own corporate HQ in the days before Zen released to get it over the finish line. My assessment is that they have exactly three things. GPU at firesale prices compared to the other two, their little/E core which is competitive and beats most E cores in the industry even from ARM and foundry. But none of them have stable backing and foundation, they were basically almost like flukes or pockets of success. Intel not investing more into those areas and cutting from them before doing that is a huge mistake.
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