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Intel's disruption is now complete

jamesallworth.medium.com

421–430 of 638 posts

Re: Intel's disruption is now complete

#421
post #273

Earlier quoted context omitted.

Other ARM chips are aiming for smartphone/tablet and are more than enough for this. No one using samsung latest top phone is thinking "if only that phone was 15% faster ! this is a major issue". No one makes ARM chips for laptop, because of the chicken and egg issue. Windows on ARM going mainline could change it.

Amazon’s Graviton2 (originally from Annapurna Labs) is apparently delivering significant efficiency on the server side. Laptops will be there soon enough even without windows.

Hopefully without windows. It would be nice if we could get our own little *nix corner.

Re: Intel's disruption is now complete

#422
post #371

Earlier 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…

As I've linked to many times on HN: The Iron Law of Bureaucracy > Pournelle's Iron Law of Bureaucracy states that in any bureaucratic organization there will be two kinds of people": > First, there will be those who are devoted to the goals of the organization. Examples are dedicated classroom teachers in an educational bureaucracy, many of the engineers and launch technicians and scientists at NASA, even some agricu…

Wouldn't most employees fall under the first category, and managers and executives the next? And employees are paid to carry out goals. while employers take care of the organization and set the goals. With this modeling of the situation, the second group always had control to begin with. They're management.

And there's always corruption and politics where there are humans, be it in the mailroom or the boardroom.

Re: Intel's disruption is now complete

#423

Earlier quoted context omitted.

That's why I commute to the office via horse — so I don't need to deal with those fascists at the DMV. Sure the costs of boarding and hay and horseshoes pile up, but at least I'm not being hassled by The Man.

Since the DMV exists primarily for traffic safety, I assume Apple is removing your ability to run whatever you want on your processor for your safety too?

LOL, I almost thought you were serious for a moment.

The DMV is a revenue source for most states. Same with traffic cops. They both only have a tenuous link to traffic safety.

Re: Intel's disruption is now complete

#424

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…

And the aforementioned turf war.... then it just corroded over political battles.

I'm no longer surprised, but I'm still always amazed when this happens. It is really crazy how groups within organizations are often unable to see that collaboration is massively more in their interests than minor empire building. It's like they're trying to building a wooden fort a moat filled with mudaround it when they could be building Camelot.

(Well, Camelot minus the whole thing with Lancelot giving it to Guinevere, Arthur to his sister, and his estranged son coming back to kill him. Not quite that Camelot.)

Re: Intel's disruption is now complete

#425
post #208

Earlier quoted context omitted.

The more perceptive ones at Google have realized that and quit in mass over the past few years. Since Sundar and the rest of the McKinsey gang took over, it has been just death to Google by a thousand cuts.

Sundar's complete destruction of Google's massive goodwill has been spectacular. And sad.

I think he's an improvement over Eric "maybe-don't-do-it-if-you-want-to-keep-it-private" Schmidt

Re: Intel's disruption is now complete

#426

Earlier quoted context omitted.

> Normally the people who rise up the ranks are the politically astute 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.

The conversation in Satyas own book of the trip to try to recruit some HP exec with Balmer where Satya pushed to take over some division and Balmer reluctantly agreed on the flight down to SF but told Satya he better be able to execute and quickly or he should work on his parachute skills, alone is hilarious when viewed through the lens you describe.

I just read that part of the book[0]. Actually, Satya says that Ballmer offered him the position because MS had to answer to AWS.

>[...] Steve had invested in it because [search][1] would require the company to compete in a sector beyond Windows and Office and build great technology—which he saw as the future of our industry. There was tremendous pressure for Microsoft to answer Amazon’s growing cloud business. This was the business he was inviting me to join.

>“You should think about it, though,” Steve added. “This might be your last job at Microsoft, because if you fail there is no parachute. You may just crash with it.” I wondered at the time whether he meant it as a grim bit of humor or as a perfectly straightforward warning. I’m still not quite sure which it was.

But yeah, funny, though.

[0] The book is Hit Refresh, if anyone is curious.

[1] It was Bing: >There was no mention of the cloud in that year’s shareholder letter, but, to his credit, Steve had a game plan and a wider view of the playing field. Always a bold, courageous, and famously enthusiastic leader, Steve called me one day to say he had an idea. He wanted me to become head of engineering for the online search and advertising business that would later be relaunched as Bing, one of Microsoft’s first businesses born in the cloud.

Re: Intel's disruption is now complete

#427
post #359

Earlier quoted context omitted.

To be fair, I think many of their Mac-related problems over the past few years are a result of no one being able to defend the line internally, too. Management is a difficult problem.

I think this is a misunderstanding. The problems with the Mac have not been due to neglect, but due to very aggressive forward looking and innovative advancements of the platform some of which just failed. You don’t develop all new low profile keyboard technology, an original touch sensitive display interface system, a new hinge mechanism, a custom integrated security and image processing chip (T2), and a unique 5k d…

Apple bought fell for the whole "Post-PC" mirage when the iPhone & iPad were on a tear: the desktop Mac was definitely neglected for years with no advancements while manpower was directed at iOS & iOS devices. What they did come up with, was the form-over-function trashcan Mac "Pro" with severe thermal limitations. They only got it right on their next attempt (some 2+ years later), after being publicly called out for neglecting their pro customers (Final Cut Pro X and the trashcan Mac were the final straw for a lot of video professionals who switched to Windows).

For a while, the software quality of new OS releases was night and day, comparing iOS and OS X. It was clear where the focus was. Apple's org structure has it's weaknesses.

Re: Intel's disruption is now complete

#428
Honestly I've got a few thousand invested in them on the currently unfounded bet that they'll weather this storm despite the current lack of any evidence.

I made a similar bet on SUN about 17 years ago and a smaller one on RIM (Blackberry). I'm getting a deja vu.

This all started when I bought a bunch of Apple stock around $2 and for the past 20 years I've been trying to make that play again. I guess I'll have to admit this position in GE is similarly worthless.

I gotta stop making these gambles of faith, Intel has ceded nearly everything and is defending their remaining kingdom poorly. Unless there's a major overhaul, things aren't looking good.

They've also been bleeding talent for years. I need to stop second guessing what I find obvious. Nvidia, Arm and AMD have already stormed the castle and have been pillaging the kingdom for years now. Once you see companies like TI and Marvell start to take significant pieces away then you'll know they're done for it.

Re: Intel's disruption is now complete

#429

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…

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…

the greater opportunity there is for a manager to take wealth instead of make it

And what I view as completely irrational is the fact that in so many cases, the self-interested option is actually to work together and do something meaningful that advances you far more than chasing a quarterly metric.

Re: Intel's disruption is now complete

#430
post #376
post #154

Earlier quoted context omitted.

Nuvia is basically the server version.

How is Nuvia conncted to Apple?

All three of Nuvia's founders were ex-Apple silicon designers in some way or other (though not all immediately before founding Nuvia).
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