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

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201–210 of 274 posts

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

#201

Earlier quoted context omitted.

> Yet even in this current “bad chips” era, Intel is only, at worst, about 10% behind in gaming performance (largely due to cache disparity) Gaming is irrelevant. For AMD, gaming (both console and PC combined) is less revenue than embedded-- things like those routers you can get off of aliexpress and Synology NASes. Enterprise, cloud, and AI are the only things that matter, and even enterprise is falling off. Back in…

Gaming is still a multi billion dollar industry, and touches into all the other aspects you mentioned as well. Losing out to AMD for Xbox/Playstation was definitely a costly loss. >Look at Nvidia. Gaming went from their cash crop to burdensome baggage in just a couple of years. Yes, marking up your consumer hardware by 4-5x to appeal to crypto miners surely does have an effect on your market. Arguably, AI saved them…

I wonder what risks the bubble has for them. If they can sell every $30K AI accelerator they make right now, that might cause them to overextend, committing to up-front capacity or long term projects that are financed by the current spend patterns, or just neglecting other parts of their product line.

If the hype dies and they're back to selling 5090s to gamers, can they afford to pay those bills?

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

#202

Earlier quoted context omitted.

I hate everything that Cook is doing to kiss up to Trump and he did something similar during the first administration by letting Trump brag about final assembly of low selling Mac Pros was happening in the US. But this is the country that the US wants (said as a born and bred US citizen) these are the results of it. Every CEO is kissing Trumps ass because that’s the only way you get ahead in the US now. The media, th…

I think Tim is only kissing ass because the desk trinket is cheap and the investment will take time to materialise, probably after this presidency. And Apple will be around longer than trump will be alive. I’m sure it’s killing him as much as us.

> I’m sure it’s killing him as much as us.

I'm not. If someone were playing the pure numbers, I'll bet they'd have some exactly this. It's how you maximize profit under Trump.

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

#203
post #135

Earlier quoted context omitted.

I am asking in good faith and I understand why there would be a preference towards private versus public. It sounds like Trump does not care to attempt a private conversation as he wants Tan out. The Cadence settlement is likely the only public info we have about Tan's conflicts, the government has more info and they aren't going to spend time working through private channels, though it sounds like Tan is trying that…

I’m struggling to believe you are asking in good faith. He answered your question and your immediate response is to try and defend what the president did in terms of violating norms. It seems like youve had an agenda since before you asked the question

I was asking in good faith, so not sure what to tell you. My agenda was to understand why public versus privately calling for a CEO's removal is better than the other since they have the same goal, but I can understand why someone would prefer one over the other.

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

#204

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.

What's your source for that? All I've read is that he recognizes that Intel has not had been selling competitive amounts of product in the core areas where Nvidia and others are making most of their money. You could debate why that is but it's certainly not that they've been ignoring AI.

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

#205
post #7
post #5

It's honestly wild that a sitting US president is calling out specific company CEOs. The fact that it was done in a tweet-esque post is even more concerning. I'd expect that something like this would have been accompanied by a proper investigation and writeup stating the administration's perspective on why, but instead it's just "he's highly CONFLICTED". I don't debate his history at Cadence Design is concerning from…

Eh. Without getting anywhere near the merits of this particular fracas, the federal government has gotten deeply involved in critiquing the management of companies like Lockheed and Boeing, both for national security reasons and because of the importance of those companies to the economy. Easy to see Intel fitting into that mold in 2025.

It's not done by competent presidents. Trump is incompetent. Feds mind their own business except for doj, fbi, sec, fina who have evidence of wrong doing.

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

#206
post #157

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…

He came in and trashed everyone's effort then fired them It played out so smoothly over 3 months it seemed scripted from the start That's not going to inspire people to step up. Everything is legal for sure, lawyers were paid to agree. But it feels 100% like an orchestrated short of Intel. A GameStop situation. I am fucking tired of 60+ year olds setting everyone else up for failure. They've been in charge as the pro…

[flagged]

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

#207
post #180

Earlier quoted context omitted.

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

Is being a monster a good or a bad thing?

i was really hoping apple was gonna drop a new chip called the M4 Monster to one up the Ultra

i share rhat to say, i think it's got positive connotations atm

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

#208

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…

> 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 make for excellent price/performance, for many lower-end uses.

This one also drives me bonkers, but my guess is that it doesn't capture that margin they want.

Intel seems to be kinda bad at starting from an 'underdog' standpoint in a market.

> Intel did the same with their only offering dual-memory channel and thus much lower bandwidth of CPU RAM ; unless you are buying an expensive server, you only get 2 channels to RAM; Apple increased their RAM bandwidth significantly and as it turns out, customers liked that, and bought more Apple CPUs.

Apple has much tighter integration; i.e. they don't have sockets for the CPU or memory. What you buy is what you get unless you're brave enough to solder.

AMD provides a sort of in-between with Threadripper and it's pro variant, however it seems that they have a bit of a limitation on bandwidth based on CCDs for the low core count Pro models [0].

> Intel has to become "hungry" once more and stop their sedate, sclerotic ways. Maybe caring about their customers would help, too.

TBH I think whatever body (JEDEC I'd guess) needs to either make DDR6 128bit, or at the very least (and if even possible) work with memory controller folks to figure out a way to have a 'one stick, two channels' standard that simplifies board routing and keeps OEM usage simple.

It's really curious to me that over the last decade I've only dealt with one machine that only supported single channel, and the ones that 'were' single channel absolutely could have been dual channel but the OE could save a few bucks by going single channel due to the cost of two DIMMS vs one.

[0] - https://old.reddit.com/r/LocalLLaMA/comments/1mcrx23/psa_the...

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

#209
post #201

Earlier quoted context omitted.

Gaming is still a multi billion dollar industry, and touches into all the other aspects you mentioned as well. Losing out to AMD for Xbox/Playstation was definitely a costly loss. >Look at Nvidia. Gaming went from their cash crop to burdensome baggage in just a couple of years. Yes, marking up your consumer hardware by 4-5x to appeal to crypto miners surely does have an effect on your market. Arguably, AI saved them…

I wonder what risks the bubble has for them. If they can sell every $30K AI accelerator they make right now, that might cause them to overextend, committing to up-front capacity or long term projects that are financed by the current spend patterns, or just neglecting other parts of their product line. If the hype dies and they're back to selling 5090s to gamers, can they afford to pay those bills?

That's probably the saddest part. They can still pay thrd even pay off the debts from the bubble bursting just doing what they used to rely on.

But we know that won't be enough for shareholders and their stock would tank regardless. Because 2020's speciation isn't about having a reasonable long term portfolio. It's just extremely abundant pumping until you need to dump and pump the next trend. It's not enough these days to be a good, sensible business.

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

#210
post #157

Earlier quoted context omitted.

He came in and trashed everyone's effort then fired them It played out so smoothly over 3 months it seemed scripted from the start That's not going to inspire people to step up. Everything is legal for sure, lawyers were paid to agree. But it feels 100% like an orchestrated short of Intel. A GameStop situation. I am fucking tired of 60+ year olds setting everyone else up for failure. They've been in charge as the pro…

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