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A message from Intel CEO Lip-Bu Tan to all company employees

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Re: A message from Intel CEO Lip-Bu Tan to all company employees

#191

Post by nealabq »

mgdev wrote: post #180
rootjknak wrote: post #145

Earlier quoted context omitted.

Intel board members: Frank Yeary, managing member Darwin capital advisors James Goetz, partner Sequoia Capital Andrea Goldsmith, dean of engineering Princeton University Alyssa Henry, former square CEO Eric Meurice, former CEO ASML Barbara Novick, cofounder BlackRock Steve Sanghi, CEO microchip Gregory Smith, former CFO Boeing company Stacy Smith, chair of Autodesk Dion Weisler, former CEO HP There are a lot of peopl…

Alyssa Henry is former AWS, and an absolute monster of a leader.

Is being a monster a good or a bad thing?

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#192

Post by moomoo11 »

Alupis wrote: post #4

Some context is available here: https://apnews.com/article/intel-trump-cotton-yeary-tan-2061... FTA: “In March 2025, Intel appointed Lip-Bu Tan as its new CEO,” Cotton wrote in the letter. “Mr. Tan reportedly controls dozens of Chinese companies and has a stake in hundreds of Chinese advanced-manufacturing and chip firms. At least eight of these companies reportedly have ties to the Chinese People’s Liberation Army.”

True capitalism is embracing the free market, or trying to be close to one.

In Soviet Russia you follow their rules and do everything/anything to win.

In US you follow the rules there and do everything/anything to win.

In China/India/country you follow the rules there and do everything/anything to win.

Through law, politics, advertising.

The ultimate goal is to win globally right?

A true capitalist leader can operate with complete lack of attachment for the sake of the corporation.

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#193

Post by wewewedxfgdf »

cosmicgadget wrote: post #177
wewewedxfgdf wrote: post #89

The biggest problem with Lip Bu Tan is he has given up on competing with Nvidia. What's the point of being Intel CEO if you give up? He should resign.

Seems more prudent to compete with AMD and ARM?

That's Intel's strategy - to just give up?

Andy Grove would turn in his grave.

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#194

Post by to11mtm »

cyberax wrote: post #161
hedgehog wrote: post #147

Earlier quoted context omitted.

Fixing the willful ignorance that the market structure today is very different from 20 years ago. Process leadership and volume leadership are tightly coupled, and no integrated chip company will again have volume leadership. Intel's historical margin power built on a combination of monopoly on performance (in some markets) and superior economies of scale, that's not coming back. The question is not whether they can…

> Fixing the willful ignorance that the market structure today is very different from 20 years ago Indeed. And his first action was to diss their own AI efforts. Because AI is just some niche area that they can ignore. Just as Battlemage GPUs were getting decent reviews and sold above the MSRP.

The craziest thing is...

Intel could totally try to capture the LLM market 'bottom up' if they wanted to.

As an underdog in the GPU market, all they need to do is start by making cheap boards with lots of VRAM. I'm talking 32GB boards under 1k.

They don't have to be fast. They just have to take these bigger models into VRAM and be fast enough that it's better than dealing with normal CPU+RAM.

That gets them into the market, and then they can follow up with more expensive and 'enterprisey' silicon that is faster for the data centers.

Alas, that's probably too alien a thought for Intel, as they prefer that thick margin...

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#195

Post by to11mtm »

versteegen wrote: post #162
rootjknak wrote: post #145

Earlier quoted context omitted.

Intel board members: Frank Yeary, managing member Darwin capital advisors James Goetz, partner Sequoia Capital Andrea Goldsmith, dean of engineering Princeton University Alyssa Henry, former square CEO Eric Meurice, former CEO ASML Barbara Novick, cofounder BlackRock Steve Sanghi, CEO microchip Gregory Smith, former CFO Boeing company Stacy Smith, chair of Autodesk Dion Weisler, former CEO HP There are a lot of peopl…

"Should not be" is too harsh, you should have diversity on a board, not only people from that single industry, but maybe you mean "too many". Presumably the investor-appointees have broad experience with many other companies. The type of people who should know how to hire a CEO.

I'll bite.

Autodesk turned into a rent seeking company over a decade ago.

Anyone Ex Boeing is sus, but maybe I'm wrong.

Ex HP CEO is also sus because HP has been slowly circling the drain for the last 20 years.

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#196

Post by scrubs »

hedgehog wrote: post #147
jordanb wrote: post #130

Earlier quoted context omitted.

Fixing how? His first major act is to fire 20% of employees, refocus on old technology (smt) and deprioritize next gen (14a) process development. This is tantamount to surrendering as a leading foundry.

Fixing the willful ignorance that the market structure today is very different from 20 years ago. Process leadership and volume leadership are tightly coupled, and no integrated chip company will again have volume leadership. Intel's historical margin power built on a combination of monopoly on performance (in some markets) and superior economies of scale, that's not coming back. The question is not whether they can…

I like your points a bunch. Now what needs some emphasis is customer satisfaction. Usually in near monopoly situations customers hang on longer than might otherwise be natural. They get disaffected first, and then after another 3-7 years it starts showing itself unflinchingly in financials. Vitually every major company overhaul involves getting back to customers.

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#197

Post by hakfoo »

shrubble wrote: post #179

I view Intel as a company that has a huge number of missed opportunities: 1. They have excellent engineering resources - why didn't they just take their ARC cards and add more RAM to them? People are dropping $2K+ on the 5090 with 32GB and would surely pay $1200+ for an ARC with 32GB or even much more for one with 64GB or higher. Absolute performance wouldn't be the benchmark; being able to load larger models would m…

I have the feeling nobody knows what to do in terms of selling Ethernet for home use right now.

The moonshot efforts are around better Wi-Fi, which is, of course, at best a "good enough" solution that keeps people from running proper wires. But even as someone eager for hard-line networks, I wouldn't have good advice for a typical consumer.

If you run copper in your walls, you're really only good up to 10Gb and perhaps not even that. But if you want an optical-centric solution, that's an entirely new ecosystem that's a lot more complex. It's not just "buy a box of cable at the Home Depot and a crimp tool" anymore-- your devices might need 10GbE cards and SFP modules, you'll probably need some switches that still expose copper ports.

I wonder if there's a market for optical versions of the early "LAN in a box" kits that came with a couple of cheap ISA bus cards and a spool of cable-- just selling to people something that's all-inclusive and eliminates high-frustration mismatched parts.

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#198

Post by scrubs »

to11mtm wrote: post #194
cyberax wrote: post #161

Earlier quoted context omitted.

> Fixing the willful ignorance that the market structure today is very different from 20 years ago Indeed. And his first action was to diss their own AI efforts. Because AI is just some niche area that they can ignore. Just as Battlemage GPUs were getting decent reviews and sold above the MSRP.

The craziest thing is... Intel could totally try to capture the LLM market 'bottom up' if they wanted to. As an underdog in the GPU market, all they need to do is start by making cheap boards with lots of VRAM. I'm talking 32GB boards under 1k. They don't have to be fast . They just have to take these bigger models into VRAM and be fast enough that it's better than dealing with normal CPU+RAM. That gets them into the…

I like this point. Maybe needs pci4 + large vram + mid line gpu + cheap cpu. The cpu could maybe go scatter/gather/atomics like nics so getting data into and out of gpu is offloaded from the mb cpus doing app work.

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#199

Post by pezezin »

threatripper wrote: post #96
soganess wrote: post #94

Earlier quoted context omitted.

I don't really understand this. Intel was (and arguably still is) too large relative to its current technical capabilities. Yet even in this current “bad chips” era, Intel is only, at worst, about 10% behind in gaming performance (largely due to cache disparity) and is on par or better in most other workloads. From the K10 era until Zen 3, AMD processors were objectively worse (sometimes comically so) and AMD still m…

In the past AMD needed to survive for antitrust reasons. Now x86 is losing in relevance now as alternatives are established. Nobody needs to keep intel alive.

Which alternatives? Other than Apple, where can I get a non-x86 desktop?

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#200

Post by scrubs »

moomoo11 wrote: post #192
Alupis wrote: post #4

Some context is available here: https://apnews.com/article/intel-trump-cotton-yeary-tan-2061... FTA: “In March 2025, Intel appointed Lip-Bu Tan as its new CEO,” Cotton wrote in the letter. “Mr. Tan reportedly controls dozens of Chinese companies and has a stake in hundreds of Chinese advanced-manufacturing and chip firms. At least eight of these companies reportedly have ties to the Chinese People’s Liberation Army.”

True capitalism is embracing the free market, or trying to be close to one. In Soviet Russia you follow their rules and do everything/anything to win. In US you follow the rules there and do everything/anything to win. In China/India/country you follow the rules there and do everything/anything to win. Through law, politics, advertising. The ultimate goal is to win globally right? A true capitalist leader can operate…

Huh? What'd we supposed to learn? If we're doing billion foot maxims i prefer iacocca: you need people, product, profit. Without people you can't get the other two.
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