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The Resurrection of Intel Will Take More Than Three Days

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Re: The Resurrection of Intel Will Take More Than Three Days

#41

Post by Rinzler89 »

throw310822 wrote: post #40
Rinzler89 wrote: post #39

Earlier quoted context omitted.

>Curious what you (and others) mean with "AI bubble popping" Large corps and FAANGS are spending billions on Nvidia HW and on ML training but all those LLMs aren't earning them any money, in fact they're still loosing money just to capture the market share and consumer mindset, but there's doesn't seem to be a profit light at the end of the tunnel. Once they've bled enough money with no chance of RoI, they'll put a h…

True, those LLMs are not earning them any money, but do you think they lack future applications (and future improvements) that would be worth the money those companies are spending now?

Like I said, there's no proof of massive profitability potential in the near future. You can dream about an optimistic utopic future for those LLMs but the expense bills are real and they are right now.

Re: The Resurrection of Intel Will Take More Than Three Days

#42

Post by Rinzler89 »

ulfw wrote: post #26
Rinzler89 wrote: post #10

Earlier quoted context omitted.

>The fabs will be used even if it’s boring shit. This is what a lot of people who have no idea about the semi industry miss because they get all their education from news headlines. Which is what I assume leads to Intel's massive stock drop. People voting on FUD, kind of like the opposite of the hype that pushed Nvidia to the moon, but when you asked investors who bought Nvidia, what Nvidia actually makes, most are c…

Uhuh. I guess intel lays off another 15% of people because of ... 'FUD' and 'people who have no idea about the semi industry' Yea.

I never said what you're claiming. Please read comments carefully, assume good faith in the comments you read, and don't put words in my mouth.

Like I said, Intel's layoffs are a reaction to their stock tanking, and their stock tanking is due to investor behavior which is sometimes rational, but a lot of the times not.

Re: The Resurrection of Intel Will Take More Than Three Days

#43

Post by Rinzler89 »

talldayo wrote: post #36
rapsey wrote: post #8

Earlier quoted context omitted.

> I’m putting money on this. I would not. There is nothing to indicate Intel leadership is capable of executing. Bean counters are not the kind of leadership you need in a changing environment.

[flagged]

[flagged]

Re: The Resurrection of Intel Will Take More Than Three Days

#45

Post by talldayo »

Rinzler89 wrote: post #43
talldayo wrote: post #36

Earlier quoted context omitted.

[flagged]

[flagged]

I expect the problem is more that people disregard fundamental truths because they think macroeconomics supersedes realpolitik. It's a particularly HN-oriented tradition that leaves a lot of people with sore-looking opinions after the fact.

Re: The Resurrection of Intel Will Take More Than Three Days

#46

Post by davidt84 »

Rinzler89 wrote: post #42
ulfw wrote: post #26

Earlier quoted context omitted.

Uhuh. I guess intel lays off another 15% of people because of ... 'FUD' and 'people who have no idea about the semi industry' Yea.

I never said what you're claiming. Please read comments carefully, assume good faith in the comments you read, and don't put words in my mouth. Like I said, Intel's layoffs are a reaction to their stock tanking, and their stock tanking is due to investor behavior which is sometimes rational, but a lot of the times not.

Right. They decided to lay off 15% of their workforce because investors act irrationally.

Re: The Resurrection of Intel Will Take More Than Three Days

#47

Post by __alexs »

minkles wrote: post #23
__alexs wrote: post #17

Earlier quoted context omitted.

Isn't the whole problem that it wasn't QA'd out precisely because Intel no longer know how to ship good products? Sure Intel have the resources to make their customers whole on this screw up but the concern is that Intel have had a pattern of poor execution in the fast 10-15 years and this is just the most recent example.

There are few absolutes so stop trying to reduce the problem to one such as "Intel bad" because that's disingenuous. It's really hard to reason about things until you hit large quantities of hardware in production, separate statistical failures from non-statistical failures, separate end user idiocy from real issues and do the analysis, then reproduce it conclusively. This is not helped by the target end of the marke…

I am not reducing it to "Intel bad". There's tons of evidence of them having execution problems in recent years. Is it savable? Possibly. Intel is huge and has a good amount of time and support so they certainly have the resources to do so.

The available evidence that they are actually doing the right things to turn the ship around isn't that positive in my, or apparently many very large shareholders view though.

Re: The Resurrection of Intel Will Take More Than Three Days

#48

Post by rapsey »

talldayo wrote: post #36
rapsey wrote: post #8

Earlier quoted context omitted.

> I’m putting money on this. I would not. There is nothing to indicate Intel leadership is capable of executing. Bean counters are not the kind of leadership you need in a changing environment.

[flagged]

Considering the stock performance of the last 10 years my opinion is quite widespread among investors

Re: The Resurrection of Intel Will Take More Than Three Days

#49

Post by Rinzler89 »

davidt84 wrote: post #46
Rinzler89 wrote: post #42

Earlier quoted context omitted.

I never said what you're claiming. Please read comments carefully, assume good faith in the comments you read, and don't put words in my mouth. Like I said, Intel's layoffs are a reaction to their stock tanking, and their stock tanking is due to investor behavior which is sometimes rational, but a lot of the times not.

Right. They decided to lay off 15% of their workforce because investors act irrationally.

I never said that. Why assume bad faith?

Re: The Resurrection of Intel Will Take More Than Three Days

#50

Post by zifpanachr23 »

throw310822 wrote: post #40
Rinzler89 wrote: post #39

Earlier quoted context omitted.

>Curious what you (and others) mean with "AI bubble popping" Large corps and FAANGS are spending billions on Nvidia HW and on ML training but all those LLMs aren't earning them any money, in fact they're still loosing money just to capture the market share and consumer mindset, but there's doesn't seem to be a profit light at the end of the tunnel. Once they've bled enough money with no chance of RoI, they'll put a h…

True, those LLMs are not earning them any money, but do you think they lack future applications (and future improvements) that would be worth the money those companies are spending now?

I've yet to see future applications that would justify the current spend. That doesn't mean they don't exist, but I'm skeptical that they exist to the extent they would need to in order to justify the hundreds of billions of spend.

The spend seems to be based on faith that there will be some kind of major breakthrough...but that does appear to be entirely faith based. We don't have any evidence to indicate that it's likely.

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