As someone who worked on Intel's phone chip: we definitely didn't win it. We fucked it up twelve ways to Sunday. Why: giant egos. There were turf wars between Austin, Santa Clara and Israel over who would design it, and the team that won out had long since lost its best principle engineers and had no clue how to spin the architecture to meet the design win. Otellini's hindsight hedge is pure spin: we knew the landing…
Do you think Intel can come back, or is Intel too dysfunctional/inefficient to recover?
Intel's disruption is now complete
191–200 of 638 posts
Re: Intel's disruption is now complete
#192Earlier quoted context omitted.
I have a theory about why turf wars like this happens: the more successful and wealthy an entity, the greater opportunity there is for a manager to take wealth instead of make it. When you’re scrappy and broke, the only path to success is to make the company successful. When the company is rich and multitudinous, an individual can gain more from politics and turf wars rather than actually trying to push an already hi…
that's a very astute observation having worked at all three of A Trillion Dollar corporation A smaller company that grew quite a bit and sold for $5 billion+ A start up now * People optimize for what will make them rich/wealthy In larger companies, the ENTIRE function of middle management is to extract wealth and not create it In some ways it's a miracle Microsoft managed to get Satya Nadella as CEO. Normally the peo…
Re: Intel's disruption is now complete
#193Earlier quoted context omitted.
While Intel is indeed losing the performance game, even with the shady management engine shenanigans intel CPUs are still much more open than the locked down proprietary nightmare that apparently are the new Apple ARM SoCs.
So? Consider 3 aspects: 1. Power efficiency (read: battery life) 2. Performance 3. Openness 99% of consumers only care about 2 of those. The more that time goes on, the more it becomes clear that prioritizing openness, in particular for hardware, is a direct trade-off against building a great consumer product.
Re: Intel's disruption is now complete
#194"But if you don't expand into other markets, you'll eventually die!" Sure, but that's not a bad thing. The purpose of a corporation isn't to continue existing in perpetuity, but rather, to maximize returns for its investors. You found a gold mine? Great, go mine it until it runs dry, then close up shop and call it a day. There's no need to spend half your profits on a wild-goose chase for other gold mines (blackberry investing in self-driving cars anyone?) - if that's what I as an investor want, I can just use my dividends to invest in other companies or startups that are aiming to do exactly that.
I'd rather invest in a company that sticks to the things that it can reliably excel at, and direct its profits back to me, so that I can then invest it in other companies that I trust in other fields. A company that is spending half its profits trying to be something it's not - that's my worst nightmare as an investor.
Re: Intel's disruption is now complete
#195As someone who worked on Intel's phone chip: we definitely didn't win it. We fucked it up twelve ways to Sunday. Why: giant egos. There were turf wars between Austin, Santa Clara and Israel over who would design it, and the team that won out had long since lost its best principle engineers and had no clue how to spin the architecture to meet the design win. Otellini's hindsight hedge is pure spin: we knew the landing…
Why: giant egos. There were turf wars Ex-Intel engineer here that worked in R&D- I saw the exact same situations during my time and was one of the reasons I left. The way that teams in the same org with the same goals couldn't or wouldn't work together was incredibly frustrating and such a massive waste of effort. At the time I thought it was a unique situation with our group, but it's sad to see that it's more of a…
Re: Intel's disruption is now complete
#196Maybe this is a bit of a side topic, and I'm a layman, but I'm interested to know why the M1 chip is able to perform so surprisingly better? And why Intel or others can't just come up with a similar design, if it's clear from the specs/die images what's being done? Is it years of work to figure out the placement of CPU/GPU/memory units on the die, routings, and come up with new instruction sets? I imagine this wasn't…
Intel's current design are 1-3 years late depending on which roadmap and sector you are counting. Caused by their 10nm delay. Intel had Tigerlake / WillowCove Design but they cant ship it. They also have Golden Cove. If you have put the design they were suppose to be using now, on a IPC basis Intel might still be in the lead.
Re: Intel's disruption is now complete
#197Earlier quoted context omitted.
I have a theory about why turf wars like this happens: the more successful and wealthy an entity, the greater opportunity there is for a manager to take wealth instead of make it. When you’re scrappy and broke, the only path to success is to make the company successful. When the company is rich and multitudinous, an individual can gain more from politics and turf wars rather than actually trying to push an already hi…
that's a very astute observation having worked at all three of A Trillion Dollar corporation A smaller company that grew quite a bit and sold for $5 billion+ A start up now * People optimize for what will make them rich/wealthy In larger companies, the ENTIRE function of middle management is to extract wealth and not create it In some ways it's a miracle Microsoft managed to get Satya Nadella as CEO. Normally the peo…
Don't discount Nadella's political astuteness. I think it would be more accurate to say he is not merely politically astute, but instead able to combine his skill at internal politics with customer empathy and technical intelligence.
Re: Intel's disruption is now complete
#198Earlier quoted context omitted.
Indeed, for we computer geeks are known for our lack of ego...
Absolutely, not. Seeing my 4 years old son experiment with social skills I’m learning soo much about the most inexplicable conflict situations I’ve been through in 15 years of IT
Re: Intel's disruption is now complete
#199Earlier quoted context omitted.
I'm on the opposite side on this I don't need snacks and drinks at work, just water and the occasional coffe, which I get at the bar anyway so I can have a little walk and clear up my mind Workplaces that looks like a teenage dream party give me the chill When I need to relax I stop working entirely and go out I consider more money or more free time (or both) an incentive I appreciate solid forniture, a comfortable s…
Snacks and other tchotchkes have become de rigueur in SV: I haven't had to buy my own lunch or snack for 8+ years now. With the pandemic in force and the prospect of going into an office itself coming into question, companies will have to stop relying on the (lazy but admittedly effective) lure of free snacks and lunch. Good times. On the whole, I agree with you: when I see people crumpled up in bean bags and picking…
It's good to have the option, it's not what drives my decisions.
I have no problem with people that see it as a bonus, to each his own, it simply doesn't matter much to me.
But maybe SV corporate culture has gone a little bit too far on it.
Re: Intel's disruption is now complete
#200Maybe this is a bit of a side topic, and I'm a layman, but I'm interested to know why the M1 chip is able to perform so surprisingly better? And why Intel or others can't just come up with a similar design, if it's clear from the specs/die images what's being done? Is it years of work to figure out the placement of CPU/GPU/memory units on the die, routings, and come up with new instruction sets? I imagine this wasn't…
Intel's current design are 1-3 years late depending on which roadmap and sector you are counting. Caused by their 10nm delay. Intel had Tigerlake / WillowCove Design but they cant ship it. They also have Golden Cove. If you have put the design they were suppose to be using now, on a IPC basis Intel might still be in the lead.