131–140 of 293 posts
In the next 1-5 years we are going to see a lot of big companies falling apart. Small teams, with the help of tech/AI can now move so much faster than big teams. The communication and coordination overhead is starting to be too big of a burden, especially when you can have 1 person do the work of 30-100 (using AI).
I think Intel is a buy because they’re going to be too important to fail for US in the chip war. Anyone else buying?
It's hard to guess at a reasonable valuation for a company kept on life support in the national interest. Could be lower than current price?
Intel and Google share surprisingly similar problems: an almost pathological inability to grow lines of business with new products because they kill them off too early. In Intel's case, it's even worse, they kill them off right before the market would have made them successful. They should own the "things with semiconductors" market, but instead financially engineered their way to focus only on higher profit core chi…
hard to feel sorry for Intel here they're still tied to Windows which is increasingly weaker and more rotted over time, losing market share every year for a decade (Microsoft doesn't even seem to care afaict) the Apple M1 laptop is an incredible value, offers 10x the performance the average person will need, with good battery life, a better OS/ecosystem...and its priced right! Intel needs to seriously look at Linux..…
hard to feel sorry for Intel here they're still tied to Windows which is increasingly weaker and more rotted over time, losing market share every year for a decade (Microsoft doesn't even seem to care afaict) the Apple M1 laptop is an incredible value, offers 10x the performance the average person will need, with good battery life, a better OS/ecosystem...and its priced right! Intel needs to seriously look at Linux..…
I'm not sure, on the contrary I think in a few years Windows will be rewritten in Rust and entering a virtuous spiral. We'll see!
In the next 1-5 years we are going to see a lot of big companies falling apart. Small teams, with the help of tech/AI can now move so much faster than big teams. The communication and coordination overhead is starting to be too big of a burden, especially when you can have 1 person do the work of 30-100 (using AI).
There are a handful fabs around the whole world who can even make those chips intel and tsmc can do.
No one will just replace any of them in any near capacity at all.
And the entry to this level of tech is not 'just a few millions' ist actually (just making a fab with people and processies of people who know how to do this) is 10-20 billions.
And if you would take any software company i also disagree: I was working in a small company, they didn't knew security really. I intriduced a ton of security. In comparision to the huge company i'm now: The developers still don't know much about security but the security teams of my company do.
In my opinion the gap will be even bigger because small companies (besides the cool and hip new elite startups) still have more of a traditional mindset while the big onces need to compete. They need to use AI and co and they have the financial background to create AI teams.
Intel and Google share surprisingly similar problems: an almost pathological inability to grow lines of business with new products because they kill them off too early. In Intel's case, it's even worse, they kill them off right before the market would have made them successful. They should own the "things with semiconductors" market, but instead financially engineered their way to focus only on higher profit core chi…
Intel got out of memory when that became a complete commodity, similarly Intel sold their NAND business (now called Solidigm) a while ago to Hynix, because similarly NAND and SSDs are now commodities (in the sense of highly standardized, interchangeable product made by a large number of competing companies). It does make sense if you only wish to keep things where your company has unique advantages and doesn't need t…
Optane is an example of where Intel tried to "fake it" but ended up producing a confused product that didn't leverage common industry knowledge in either the memory or solid state storage spaces. More towards a near future, Intel should be looking at compute-on-memory hardware, which promises to radically improve computation in a number of areas, and fundamentally would give them an "in" into neural network-like tech.
Similarly, the companies that do produce NAND and SSD technologies seem to have figured out how to make money in a commoditized and highly competitive market.
I live in Columbus, and over the next few years I expect a lot of shakeup to occur as a result of the Intel fab(s) being built nearby. It's been interesting to see the turbulence around Intel of late, given what a huge investment we're expecting to see from them in Ohio (not to mention the huge investment the state will be making into Intel, via tax abatements and other incentives).
Let's hope it actually gets built and that the state isn't Foxconned like happened to Wisconsin. A company with rapidly declining profits does not give me a lot of confidence in starting or finishing big capitol projects even if they've committed to them. Nothing is set in stone until the last brick is laid and the factories are open.
Earlier quoted context omitted.
Overheating is entirely down to the profiles the manufacturers use. Intel processors can be efficient, but usually they get clocked to the moon on desktop. Laptops are so all over the place it's impossible to judge them either :/
I haven't tried limiting clock speeds to keep the laptop cool, and it seems a bit crazy investment to buy a laptop to try that, but I do have an old MBP with Intel that I can test this with.
Intel and Google share surprisingly similar problems: an almost pathological inability to grow lines of business with new products because they kill them off too early. In Intel's case, it's even worse, they kill them off right before the market would have made them successful. They should own the "things with semiconductors" market, but instead financially engineered their way to focus only on higher profit core chi…