101–110 of 137 posts
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I agree, so I am quoting it, below: >Fire 80% of them. Twitter had probably more talent per capita than Intel. If they can fire 80% most companies should.
Twitter has dropped in value almost 80% since Musk bought it. Twitter is this weird zombie unicorn which keeps attracting money while mostly losing money on net. I don't think its useful to use it as an example.
This sounds worryingly like “sales are down, cut costs to maintain profitability to spike our stock numbers” and not enough focus on what I believe is actually wrong, which is that they can’t seem to reliably make competitive processors in a stiff market. Anyone else feel like this is bean counters at Intel playing the wrong game? I personally feel like leadership at Intel lost the plot almost a decade ago.
This sounds worryingly like “sales are down, cut costs to maintain profitability to spike our stock numbers” and not enough focus on what I believe is actually wrong, which is that they can’t seem to reliably make competitive processors in a stiff market. Anyone else feel like this is bean counters at Intel playing the wrong game? I personally feel like leadership at Intel lost the plot almost a decade ago.
I'm not saying you're wrong, although even after reducing headcount by 15k they still have about as many employees as TSMC, NVIDIA and AMD combined.
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This is simply not true. They are building giant fabs in Arizona and Ohio from those subsidies. It takes YEARS to realize the benefits of these changes. The problem is, to stopgap TSMCs growing lead, Intel resorted to cranking up voltage on the last two generations of chips leading to what will be an imminent gigantic ass lawsuit.
This is where I see that Intel Processor are pushing the cart for Intel Fabs by small iterations to sell new processors and mother boards. Intel Fabs needs to push it's own cart like TSMC and actually focus on long term quality and gains.
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Leadership changed back to an engineer with the return of Pat Gelsinger in 2021. I’d give him a couple more years. It takes time to turn around a big ship like Intel.
My favorite Pat moment was watching the video of him, published by VMWare, apologizing for how shitty their products were and how they were gunna do so much better. Then they got worse.
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> We simply aren’t going to see x86 get to the subjective “apple experience” of a laptop that runs equally well on or off battery, with day-long life during interactive low-intensity usage I disagree. Apple themselves showed what you could do with an x86 processor in terms of battery life long before they went to ARM, and most manufacturers still aren’t even close. People have been talking about the amazing life in t…
As an owner of an ice lake macbook I can tell you definitively that it’s still utter shit compared to the apple silicon ones. Best case scenario it idles at 14w system power, while my 2020 m1 mba idled at Usually if it’s not totally idle it idles at 22w. And again, this is the problem, light load produces quite a lot of power consumption on x86 compared to arm. I bought it for the meme, it was a laugh and I wanted a…
That really surprising since my 8th gen intel laptop (2 generations older than ice lake) idled at under 5W in Linux. So does my newer 12th gen intel laptop.
$152 billion in stock buybacks. We don't have an economy anymore, we are just handing money to the ultra-wealthy. US. Total economic collapse. Hard landing. This is the beginning of the end. We really had the chance to make something beautiful with this country, but the 1% bought and sold it into the ground. Half our politicians aren't even trying to keep it running anymore.
Why would anyone buy stocks if companies didn't do buybacks or issue dividends? The whole purpose of stocks is to be financially rewarded for investing capital. Like if you just don't like stock markets or capitalism in general, that's fine, but that doesn't have anything to do with stock buybacks.
Same with Boeing. Miserable failure of a company, somehow found room to hand the owners massive amounts of money, meanwhile they have massive quality issues.
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Twitter has dropped in value almost 80% since Musk bought it. Twitter is this weird zombie unicorn which keeps attracting money while mostly losing money on net. I don't think its useful to use it as an example.
Dropped in value, as in stock price? Sure. Was it ever with that much to begin with? Likely not.
Their financials tanked as advertisers fled the platform or reduced spend drastically. It's now basically a money pit that at present trajectory will continue to burn money until Elon's other ventures can't afford it. Given his wealth he can keep losing a billion or two a year forever even if people stop buying his overpriced poorly built cars.
I predict however that eventually it looks less interesting and they try a rebrand as twitter with 90% less Elon for 2x the advertising dollars (for real this time) and borrow as much money and assets as possible and eventually exit.
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I'm not saying you're wrong, although even after reducing headcount by 15k they still have about as many employees as TSMC, NVIDIA and AMD combined.
they design and produce chips, TSMC produces but does not design, NVIDIA and AMD design but do not produce
I live near Intel HQ and I know many Intel employees. Everyone I know has been interviewing at other companies for the last 8-12 months. I haven't met a single person that had a positive thing to say about Intel and its future.
They should have never sold the Xscale division.