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An Interview with Pat Gelsinger

morethanmoore.substack.com

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Re: An Interview with Pat Gelsinger

#41

Post by huijzer »

fooker wrote: post #15
huijzer wrote: post #13

Earlier quoted context omitted.

What a joke. Anthropic could just train a few more times on the Bible. Matthew 22:36-40 (emphasis mine), "Master, which is the great commandment in the law? Jesus said unto him, Thou shalt love the Lord thy God with all thy heart, and with all thy soul, and with all thy mind. This is the first and great commandment. And the second is like unto it, Thou shalt love thy neighbour as thyself. On these two commandments ha…

You should read Asimov ;)

I’ve seen the TV show but don’t know what you mean. If you want to say something then say it

Re: An Interview with Pat Gelsinger

#42

Post by rayiner »

jmyeet wrote: post #37

Intel really needs to be studied for how it's spiralled into a possibly terminal state of dysfunction. EPIC was Intel's first big folly that I remember and it almost killed the company. Years late, too expensive, motivated by Intel's desires rather than customer needs, software would've required significant rewrites at every level. The Gigahertz race (culminating in the Pentium 4) was near-fatal to AMD but then near-…

> But the next near death experience came in the 2010s with the years-delayed move from 14nm to 10nm processes. This came kind of a joke in the industry and it's honestly still not clear to me what went wrong. Intel had previously migrated to smaller and smaller processes like clockwork.

I'd love to see a post-mortem. Intel's 14nm came out with Broadwell in 2014, and it was their desktop/server node for seven years, until Alder Lake in 2021. But they got stuck on the micro-arch as well. They shipped what was essentially the same Skylake core for five years from 2015 to 2020.

Re: An Interview with Pat Gelsinger

#43

Post by Xenoamorphous »

voxadam wrote: post #11
fooker wrote: post #9

Earlier quoted context omitted.

Speaking of that, Anthropic is getting priests to try and teach Claude ethics https://observer.com/2026/03/the-catholic-priest-who-helped-write-anthropics-ai-ethics-code/

Who's going to teach the Catholic priests ethics?

Grok.

Re: An Interview with Pat Gelsinger

#44

Post by natbennett »

Zigurd wrote: post #28
wewewedxfgdf wrote: post #22

Earlier quoted context omitted.

Because religion should not mix with business. CEO's should be sufficiently self aware to understand that they should not be foisting their beliefs on the company and their employees and customers. Being unable to recognize that is a very bad tell about a persons judgement.

Of all the openly religious people, Gelsinger did the least to mix business and religion. Whereas an irreligious person like Peter Thiel says some really wacky religious stuff.

Tim Cook is openly Christian and he has neither written a book about how “Jesus is his CEO” (and should be yours too) nor has he ever (to my knowledge) led his company in singing a hymn.

Re: An Interview with Pat Gelsinger

#45

Post by natbennett »

scrlk wrote: post #12

Sadly nothing about why Pat was forced out of Intel. Panther Lake is quite a good CPU and 14A looks like it'll be a competitive process. IMO, it vindicates the decisions that Pat made a few years ago and wasn't able to see through to completion. "Designing microprocessors is like playing Russian roulette. You put a gun to your head, pull the trigger, and find out four years later if you blew your brains out." (Robert…

Gelsinger is unlikely to be a good source on this question.

Re: An Interview with Pat Gelsinger

#46

Post by shrubble »

I always felt like they weren't properly paranoid in their decisions.

For instance, when the AI boom was heating up and they were shipping the ARC GPUs, they could have taken some business simply by making a 48GB or 64GB VRAM version.

There are some that are saying Panther Lake is a great CPU for laptops; will be a vindication of his 14A efforts if so.

Re: An Interview with Pat Gelsinger

#47

Post by AlotOfReading »

zozbot234 wrote: post #36
aurareturn wrote: post #27

Earlier quoted context omitted.

Sadly nothing about why Pat was forced out of Intel. My speculation: * Intel in 2019 had $72 billion in revenue and 110k employees. When he was fired in 2024, Intel had $54 billion in revenue and 124k employees. He also didn't cut dividend until 2024. He nearly put Intel into the grave in 3 years. * Under Pat, Intel's roadmap was a mess. When you look at AMD's roadmap, it made a ton of sense, predictable, and there a…

Issuing a dividend is a terrible sign for the market. It's telling investors "we have so much money that we have no idea what to do with, please take some of it yourself and invest it somewhere other than Intel."

For a blue chip that's reliably issued one for years, it's also a major part of the reason to own the stock. Throwing that away will not have a good impact on the value even if it's justified.

Re: An Interview with Pat Gelsinger

#48

Post by BobbyTables2 »

zozbot234 wrote: post #36
aurareturn wrote: post #27

Earlier quoted context omitted.

Sadly nothing about why Pat was forced out of Intel. My speculation: * Intel in 2019 had $72 billion in revenue and 110k employees. When he was fired in 2024, Intel had $54 billion in revenue and 124k employees. He also didn't cut dividend until 2024. He nearly put Intel into the grave in 3 years. * Under Pat, Intel's roadmap was a mess. When you look at AMD's roadmap, it made a ton of sense, predictable, and there a…

Issuing a dividend is a terrible sign for the market. It's telling investors "we have so much money that we have no idea what to do with, please take some of it yourself and invest it somewhere other than Intel."

Have always felt stock buy-backs are equally terrible.

“We have all this money but we have no long term vision for how to grow the company. We’ll just keep doing what we’ve been doing prop up our share price instead”.

Re: An Interview with Pat Gelsinger

#50

Post by Zigurd »

natbennett wrote: post #44
Zigurd wrote: post #28

Earlier quoted context omitted.

Of all the openly religious people, Gelsinger did the least to mix business and religion. Whereas an irreligious person like Peter Thiel says some really wacky religious stuff.

Tim Cook is openly Christian and he has neither written a book about how “Jesus is his CEO” (and should be yours too) nor has he ever (to my knowledge) led his company in singing a hymn.

I didn't know about the book, but I'm finding nothing at all to indicate that he's ever lead employees in singing hymns. At Intel his boss was a secular Jewish man, and so was his CFO. That leads me to doubt that it ever happened especially not at Intel.

Based on my brief interactions with him, and my overall experience with Intel as a project partner at the time, I'd say he has exceptionally high integrity. I'd bet he didn't even have his books ghost written.

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