Viewing profile — paulpan

Hugely disappointing and shocking news. Demis seemed like the inevitable successor to Sundar. A move of this magnitude couldn't have been made without consent of Larry and Sergey, …

It's the exact parallel of how it'll play out for U.S. automakers: destined for irrelevance given their inability or unwillingness to compete against China in the EV market. Instea…

Pat was seemed to understand the criticality of fabrication process lead in today's day and age. Hence his push and decision to invest in IFS, plus to win over the government fundi…

Disagree on "failed on GPU" as it depends on the goal. Sure Intel GPUs are inferior to both Nvidia and AMD flagship offerings, but they're competitive at a price-to-performance rat…

Certainly feels like preempting news that Intel 18A is delayed. Restoring Intel's foundry lead starting with 18A was central to Pat's vision and he essentially staked his job on it…

Agree with OP that Intel was probably too deep into its downward spiral. While it seems Pat tried to make changes, including expanding into GPUs, it either wasn't enough or too muc…

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Are there new hardware features announced for the 16 Pro? Apple definitely would love to add an exclusive feature but it seems like negligible pickings. The "Fusion" or "tetraprism…

The premise is actually quite similar to the US vs. Standard Oil antitrust case from a century ago: https://en.wikipedia.org/wiki/Standard_Oil_Co._of_New_Jersey... Just as Standard…

> Apple probably had much more freedom becsuse of their size and power and I don't really understand why it is not possible to add a custom search engine. There is no advantage for…

At $20 USD/month for the Ultimate tier, the service seems overpriced and no longer the value proposition it had when first launched for $12/month.

If this happens, then it suggests that Amazon expects fulfilling AI-related queries to significantly more taxing than the current state. Also not enough to be offset to be included…

I may be too skeptical but this seems 1) grossly overpriced and 2) overhyping AI features. Easy to forget that Microsoft has had 5 years since the release of Qualcomm SQ1-powered S…

Wrong leadership at every level: Sundar as CEO, Prabhakar as Search SVP, Sissie as Assistant/Gemini VP. Maybe they should hire Ilya instead?

This exactly. There are many other ways to express "squeezing into one" but both bizarrely and shockingly Apple (or whichever ad agency) went for "crushing with hydraulic press" in…

The fact that TSMC publishes their own metrics and target goals for each node makes it straightforward to compare the transistor density, power efficiency, etc. The most interestin…

I don't think it's strictly for price gouging/segmentation purposes. On the Macbooks (running MacOS), RAM has been used as data cache to speed up data read/write performance until …

Ha, my point is iPhone has become so ubiquitous that is has created a natural monopoly for Apple (50%+ US market share). Like it or not, there are different rules for the biggest p…