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Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

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Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#271

Post by fomine3 »

fxtentacle wrote: post #76
danpalmer wrote: post #32

Earlier quoted context omitted.

I think you might over estimate the prevalence of video editing software like this. Adobe don't appear to sell consumer versions anymore, it's only pro subscriptions now. Magix is sold at a "vacation video friendly" price, but doesn't mention Intel in their marketing material. I just don't think the market for home devices is thinking about their video encoding time when they buy a laptop, but I do think they'll use…

MAGIX heavily mentions Intel in their marketing. "4K Ultra HD video editing with Intel and MAGIX" "Enjoy HD Video editing with Magix Movie Editor Pro and Intel Iris Graphics" "Edit in 4K Ultra HD" + Intel Logo "Finish and Share videos quickly with Intel Iris Graphics" https://www.youtube.com/watch?v=eT9KOtN7KFM Plus, as a user of the software, I can tell you that if you tick the "Hardware Acceleration" checkbox on AM…

It's not just marketing but also uses Intel QSV. AMD RADEON has similar feature VCE but its quality is relatively bad and its adoption isn't well, compared to QSV/NVEnc.

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#272

Post by djd20 »

bitcoinmoney wrote: post #237
gonehome wrote: post #226

Earlier quoted context omitted.

My long term bet is on M1 and ARM/RISC5 for the future. x86 is on the way out and can't compete on power or performance. In the end RISC won, it just took a while to get there. As things trend that direction AMD and Intel don't really have much to offer, they're competing on legacy tech. With TSMC providing fabs for designs from anyone, the serious players don't need AMD or Intel. Apple has a massive lead here, but o…

I don’t think x86 is on the way out. Apple won’t dominate desktop/server market anytime soon.

Not apple - see the graviton cpu's AWS is putting out?

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#273

Post by person_of_color »

tptacek wrote: post #270
rayiner wrote: post #269

Earlier quoted context omitted.

I meant Silicon Valley 2020 is more focused on credentials than it was when Pat Gelsinger was starting out.

Maybe? I don't know what it was like when Gelsinger started. But it's the least credential-driven high-status professional market in the country, and maybe the world. It's hard to start your career with a first job at Google without a top 10 CS degree, but that might be the only example; it can be your second job without one.

It's possible to get into FAANG without a degree. There's a cottage industry dedicated to it. Not so much with consultants, lawyers, doctors and other fields of engineering.

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#274

Post by UncleOxidant »

2muchcoffeeman wrote: post #238
microtherion wrote: post #219

Earlier quoted context omitted.

"It's just too late to turn them around" is pretty much what people said about Apple when Steve Jobs returned, though (in fact, it's more or less what I thought as well). As Adam Smith said, "there is a great deal of ruin in a nation", and likewise, big companies generally get more opportunities to reinvent themselves than one would expect.

How often do big companies like Apple and Intel succeed in righting a sinking ship though? You can’t keep pointing to the one guy that succeeded.

survivor bias

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#275

Post by tptacek »

person_of_color wrote: post #273
tptacek wrote: post #270

Earlier quoted context omitted.

Maybe? I don't know what it was like when Gelsinger started. But it's the least credential-driven high-status professional market in the country, and maybe the world. It's hard to start your career with a first job at Google without a top 10 CS degree, but that might be the only example; it can be your second job without one.

It's possible to get into FAANG without a degree. There's a cottage industry dedicated to it. Not so much with consultants, lawyers, doctors and other fields of engineering.

However hard it might be to get an entry level position at a FAANG without a degree, I don't believe any significant obstacle exists at all at the next tier of companies down from them.

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#276

Post by saagarjha »

theevilsharpie wrote: post #259
vasco wrote: post #155

Earlier quoted context omitted.

You misunderstand the point of the M1 out of Apple, and for that matter the graviton2 instances out of AWS. What was demonstrated in the marketplace is that the biggest tech companies are now able to develop in-house processors that are more cost efficient and more performant. These processors are based on ARM and have minimal overhead licensing costs, as compared to buying Intel or AMD chips for their vast fleets /…

> So in a world where processor design becomes a commodity, what does that mean for Intel and AMD? And what does that mean for the overall datacenter, consumer markets? Processor design is already a commodity, and has been for many years. Any company with the cash can buy a license to the ARM64 instruction set and the reference core design, and have someone like TSMC or Samsung manufacture it. These designs haven't t…

Apple isn't using a reference core, though. They are using entirely custom cores.

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#277

Post by devin »

anoncow wrote: post #257
zippergz wrote: post #242

Earlier quoted context omitted.

I have a few former colleagues who were equals (or close) with me early in my career, and are now senior executives at Fortune 500 companies, and it does always make me feel kind of like a loser! But also I think about how much crap they put up with in those roles, and how relatively low-stress my life is, and then I feel better about it. They're cut out for that kind of job, and I most certainly am not.

If I may ask, any pointers on how is the stress level in your role currently/over the course of years and what is the difference in your compensation and your colleagues compensation cumulatively?

This question makes me groan.

“TC, bro?”

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#278

Post by Mountain_Skies »

bluGill wrote: post #159
belval wrote: post #143

Earlier quoted context omitted.

It's actually more complex than that, when a big company wants to reduce workforce they will fire the bottom and offer retirement packages to their oldest employees which are above or near retirement age, sometime as much as a full year of salary. The intuition is that older employees cost more and by cutting them you can reduce your payroll more significantly while doing what looks like smaller employee cuts from th…

Those older employees better be replaceable! Many will be gone in a few more years because they retire anyway, so you should have a plan in place to save their knowledge. The above applies to everyone. When I was an intern the company folklore was full of horror stories because the last guy knew anything about a very profitable product died suddenly. (the product was for mainframes: clearly near end of life, but it w…

The vendor of one of the security scanning tools we had subscribed to for the past six years told us they were shutting down the product because the PM left and no one else in the company wanted to take it over. I don't know how many SEs and other resources they had on the product but it was a major part of their offerings. They didn't even have an alternate upsale (or downsale for that matter) to offer us. So strange one person leaving could collapse an entire revenue stream like that.

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#279

Post by warkdarrior »

anoncow wrote: post #257
zippergz wrote: post #242

Earlier quoted context omitted.

I have a few former colleagues who were equals (or close) with me early in my career, and are now senior executives at Fortune 500 companies, and it does always make me feel kind of like a loser! But also I think about how much crap they put up with in those roles, and how relatively low-stress my life is, and then I feel better about it. They're cut out for that kind of job, and I most certainly am not.

If I may ask, any pointers on how is the stress level in your role currently/over the course of years and what is the difference in your compensation and your colleagues compensation cumulatively?

Not the GP, but I'd guess the difference is an order of magnitude for both stress and comp.

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#280

Post by waterhouse »

mhh__ wrote: post #266
dnautics wrote: post #261

Earlier quoted context omitted.

> x86 is on the way out and can't compete on power or performance. In the end RISC won, it just took a while to get there. What exactly do you think is the fundamental limitation of x86? Most chips do lot and lots of crazy logic to go from instruction set to microcode, it's hard to imagine that the variable nature of x86 instructions are the limiting factor.

At very least having a big fat decoder costs you power and space, measuring the tradeoff in raw decoder performance is probably dependent on being an engineer working on it at Intel or AMD (or Apple). At very least, Zen 3 is a cutting edge microarchitecture on a cutting edge node with lots of transistors to play with, and it still decodes only half as many instructions per cycle as M1 - an unbelievably wide CPU, whic…

Judging from the M1, it seems the most important thing the big fat decoder costs you is not being able to manufacture billions of processors for small devices (where the decoder would be a much larger fraction of the CPU), develop experience and optimizations and capital based on that, and then have those benefits carry over to your high-end processors.
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