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Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

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121–130 of 331 posts

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#121

The trillion dollar question is: Is the board leaning into the usual MBA moves 101 and turn Intel into a "services company" gradually going fabless and milking those sweet patents OR will they put the work boots on and start building an actual tech company with the people who actually can save them on the payroll? cutting on the usual contractors meat grinder and invite the vast armies of middle-management and market…

Tangent. I first noticed the phrase "leaning into" a couple of years ago and I'm still not sure I understand how to use it. It's like "flex". I don't hate them (I hate "relatable" and "addicting" but those are apparently acceptable as real words now) but it's odd how they seem to bubble up suddenly out of nowhere. (British by the way - that might have a bearing)

It's like when someone tells you your singing is bad, so you purposely ham it up for laughs. That's leaning into it.

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#122

The trillion dollar question is: Is the board leaning into the usual MBA moves 101 and turn Intel into a "services company" gradually going fabless and milking those sweet patents OR will they put the work boots on and start building an actual tech company with the people who actually can save them on the payroll? cutting on the usual contractors meat grinder and invite the vast armies of middle-management and market…

Tangent. I first noticed the phrase "leaning into" a couple of years ago and I'm still not sure I understand how to use it. It's like "flex". I don't hate them (I hate "relatable" and "addicting" but those are apparently acceptable as real words now) but it's odd how they seem to bubble up suddenly out of nowhere. (British by the way - that might have a bearing)

Here I think of it as “committing to the direction,” the way you “lean into” a tight turn on a bike or motorcycle. It’s similar to “doubling down” or other euphemisms for committing harder to a course of action.

The metaphor works for me ¯\_(ツ)_/¯

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#123
post #99

"Notable absent from that list is he fired Pat Gelsinger. Please just bring him back as CEO." - [1] 2012 on HN, when Paul Otellini Retired. "The only one who may have a slim chance to completely transform Intel is Pat Gelsinger, if Andy Grove saved Intel last time, it will be his apprentice to save Intel again. Unfortunately given what Intel has done to Pat during his last tenure, I am not sure if he is willing to pi…

Wow, I'm impressed by your persistence. Have you worked with him or know him personally?

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#124

The trillion dollar question is: Is the board leaning into the usual MBA moves 101 and turn Intel into a "services company" gradually going fabless and milking those sweet patents OR will they put the work boots on and start building an actual tech company with the people who actually can save them on the payroll? cutting on the usual contractors meat grinder and invite the vast armies of middle-management and market…

Tangent. I first noticed the phrase "leaning into" a couple of years ago and I'm still not sure I understand how to use it. It's like "flex". I don't hate them (I hate "relatable" and "addicting" but those are apparently acceptable as real words now) but it's odd how they seem to bubble up suddenly out of nowhere. (British by the way - that might have a bearing)

"Lean in" was popularised by Sheryl Sandberg. It's popular with management types and wildly unpopular with folks who feel that "just work harder" coming from an actual billionaire is a bit patronising.

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#125

The trillion dollar question is: Is the board leaning into the usual MBA moves 101 and turn Intel into a "services company" gradually going fabless and milking those sweet patents OR will they put the work boots on and start building an actual tech company with the people who actually can save them on the payroll? cutting on the usual contractors meat grinder and invite the vast armies of middle-management and market…

Or are they looking for that one acquisition that (this time!) will fix everything?

Time to sign your startup in for the lottery. Your company might be the next Pure Digital or Autonomy Corporation!

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#126
post #97

Earlier quoted context omitted.

For who? My mom uses her laptop at home 99% of the time, if the battery gets low she plugs it in. She needs a battery that will last 1-2 hours for the 3 times a year she flies. You can find a place to plug in at basically any coffee shop or library you go to. My mom isn't spending 10 hours in a datacenter, so it doesn't really matter to her if the battery life is 3 hours or 12. For the average consumer, battery life…

Even if your mom doesn't care about battery life, she will probably buy a product that is also sold to buyers who do care about battery life, and if the product can meet those buyer's needs with a smaller battery, then your mom's laptop will be lighter. So, does your mom also not care about the weight of her laptop?

The Macbook air with intel CPU weighs 2.75 lbs, the Macbook air with M1 weighs 2.8 lbs. The macbook pro is 3.0 vs 3.1 lbs.

The weight is a non-factor. Quite frankly until you start cracking 5lbs nobody even cares in my experience. Apple's maniacal focus on making laptops skinnier and lighter has done a disservice to the entire product line, which they seemingly acknowledged with the 16" Pro.

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#127

Gelsinger was pushed out as CTO after horribly failing to address AMD's competitive threats. I have no idea how he wormed his way back in, but this does not bode well for Intel's future: Gelsinger is proof of the "Peter Principle", being promoted too high. EDIT: I was a bit harsh, toned it down. EDIT 2: This is probably petty, but I can't ignore the fact that there was a significant hubbub at Intel regarding him usin…

2012 was five years behind AMD making the comeback. If they saw that far into the future and didn't do anything else in that timeframe then maybe firing him was not for missing the strategy.

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#128
post #2

No harm to VMware on this I think. As it pushes into SAAS it really does need a big shake up. Not that Pat wasn't good, but it is an old company with a lot of inertia, some fresh blood and fresh ideas could really be beneficial. Hopefully the next CEO is as committed to all the other stuff, like treating the employees very good and the community stuff. The best bit of the company isn't the tech at all (in my opinion)

>but it is an old company

That makes me feel old given that I first spoke with them as an analyst before ESX Server came out :-)

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#129

Earlier quoted context omitted.

I think you are vastly underestimating the revolution of what the M1 represents to the PC industry.

I think you are vastly underestimating how hard IT departments will kick you if you request or bring a device that cannot properly execute the company-critical legacy Windows x64 software. Like SAP, for example. (SAP is the largest non-American software company by revenue and does business management, workflow automation, and bookkeeping) My prediction is that outside of hipster startups, M1 will have no effect on bu…

> I think you are vastly underestimating how hard IT departments will kick you if you request or bring a device that cannot properly execute the company-critical legacy Windows x64 software. Like SAP, for example.

Many companies have long ago set up some beefy Citrix servers for those application.

Re: Intel CEO Bob Swan to step down, VMware CEO Pat Gelsinger to replace him

#130
post #126

Earlier quoted context omitted.

Even if your mom doesn't care about battery life, she will probably buy a product that is also sold to buyers who do care about battery life, and if the product can meet those buyer's needs with a smaller battery, then your mom's laptop will be lighter. So, does your mom also not care about the weight of her laptop?

The Macbook air with intel CPU weighs 2.75 lbs, the Macbook air with M1 weighs 2.8 lbs. The macbook pro is 3.0 vs 3.1 lbs. The weight is a non-factor. Quite frankly until you start cracking 5lbs nobody even cares in my experience. Apple's maniacal focus on making laptops skinnier and lighter has done a disservice to the entire product line, which they seemingly acknowledged with the 16" Pro.

Apple had the option of making the M1 Air lighter (by choosing a smaller battery) but decided instead to greatly increase battery life. The point remains that Apple has choices that vendors of laptops reliant on Intel CPUs do not have, which might end up eating into Intel's market share.
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