What Arm's CEO makes of the Intel debacle • Hacker News Board

Re: What Arm's CEO makes of the Intel debacle

#21

Post by whatever1 » Sun, Dec 08, 2024, 9:03 AM UTC

ArtTimeInvestor wrote: post #17

deelowe wrote: post #11

Earlier quoted context omitted.

In a nutshell, Intel's board was focused on extracting value from the company instead of innovating. While this was going on, compute was undergoing a transformation as everything transitioned to cloud solutions. By the time they realized, it was too late and the rot had set in. Now the company is full of mediocre middle managers and principles who spend all day playing politics instead of working on real problems.

board was focused on extracting value from the company From the company? Extract to where?

Buybacks

Re: What Arm's CEO makes of the Intel debacle

#22

Post by relistan » Sun, Dec 08, 2024, 9:07 AM UTC

That they’ve fallen behind in both fabs and processor tech is an indicator that something is deeply wrong. Boeing’s EVP of operations being on the board can’t have helped. This kind of deeply wrong smells like IBM in 1990. But without a second business line (mainframes) that generated a ton of money.

Re: What Arm's CEO makes of the Intel debacle

#23

Post by bud_davis » Sun, Dec 08, 2024, 9:10 AM UTC

deelowe wrote: post #11

ArtTimeInvestor wrote: post #6

I have not watched Intel closely for a long time. Seeing that its market cap is down 30% over the last decade is crazy. Considering how IT in general grew so much over the same time period. What happened? To see how the Intel CEO is thinking, I now scrolled through a few interviews with him. In this interview, Intel's CEO is asked to describe the difference of a CPU and a GPU: https://www.youtube.com/watch?v=d07wy5AK…

In a nutshell, Intel's board was focused on extracting value from the company instead of innovating. While this was going on, compute was undergoing a transformation as everything transitioned to cloud solutions. By the time they realized, it was too late and the rot had set in. Now the company is full of mediocre middle managers and principles who spend all day playing politics instead of working on real problems.

exactly the same as every other F500 company...

Re: What Arm's CEO makes of the Intel debacle

#24

Post by kmlx » Sun, Dec 08, 2024, 9:21 AM UTC

timmytokyo wrote: post #2

Article is paywalled.

https://www.theverge.com/2024/12/3/24306571/verge-subscripti...

> Our original reporting, reviews, and features will be behind a dynamic metered paywall — many of you will never hit the paywall, but if you read us a lot, we’ll ask you to pay.

Re: What Arm's CEO makes of the Intel debacle

#25

Post by pjmlp » Sun, Dec 08, 2024, 9:22 AM UTC

tw04 wrote: post #14

BeefWellington wrote: post #13

Earlier quoted context omitted.

In terms of performance, AMD spent around 10 getting to the front, 2-3 in front, then another 10 getting back in front. However until the introduction of Ryzen (and really EPYC) AMD hadn't been able to make substantial inroads into the market. Laptops using AMD CPUs are at their most available and they're still lucky to be 20% of any given manufacturer's SKUs. Intel has an opportunity to reclaim some of those areas w…

The last time they did that we ended up with Itanium.

Which we would be using today if AMD didn't torpedo Intel with AMD64.

Re: What Arm's CEO makes of the Intel debacle

#26

Post by FrequentLurker » Sun, Dec 08, 2024, 9:35 AM UTC

kmlx wrote: post #24

timmytokyo wrote: post #2

Article is paywalled.

https://www.theverge.com/2024/12/3/24306571/verge-subscripti... > Our original reporting, reviews, and features will be behind a dynamic metered paywall — many of you will never hit the paywall, but if you read us a lot, we’ll ask you to pay.

This is the second verge article I opened this month and I already hit the paywall

Re: What Arm's CEO makes of the Intel debacle

#27

Post by threeseed » Sun, Dec 08, 2024, 9:43 AM UTC

For me, Intel needs to buy Oxide or Sidero.

And commit to building a simple, powerful, enthusiast/startup friendly platform for running mini-clouds at home/on-premise. And start bringing tech like Optane, Tofino etc to developers so they can get better price/performance than the soon to be ARM dominated cloud.

Re: What Arm's CEO makes of the Intel debacle

#28

Post by oarsinsync » Sun, Dec 08, 2024, 10:14 AM UTC

akira2501 wrote: post #15

fragmede wrote: post #9

Earlier quoted context omitted.

I might get kicked out of the cool kids club for suggesting this, but, err, maybe we could use money in exchange for goods and se services? I know! it's a crazy idea. it'll never work. but still.

The "service" of writing down things people have said out loud is pretty low margin. So your choices are to put a paywall up and hope people pay a flat rate for whatever you happen to offer each month or to increase your distribution as much as you can while embedding relevant static advertisements. Since delivery is exceedingly cheap it seems obvious which strategy to use.

> The "service" of writing down things people have said out loud is

Unclear why "service" is in quotes. Not many people get to be in the room where it happens. The people that do get to be in the room, absolutely do provide a real service to the rest of us who don't.

Re: What Arm's CEO makes of the Intel debacle

#29

Post by ArtTimeInvestor » Sun, Dec 08, 2024, 10:17 AM UTC

orwin wrote: post #19

ArtTimeInvestor wrote: post #17

Earlier quoted context omitted.

board was focused on extracting value from the company From the company? Extract to where?

Their own pocket I'd wager. A simple way to check if a board/CEO wants to extract a lot of future value _now_ is to look into their accounting, and especially how they count physical assets. If they count physical assets at their current selling price, you can probably get in long-term. If they count them at their buying prices you might have to worry. If they do 'future accounting', tying into assets their estimated…

What is the selling price of physical assets? I would think Intel is not a reseller, so they don't buy and sell stuff but rather buy raw materials and then transform them into a CPU?

And how would counting physical assets at their buying price move money from the company into the pocket of the CEO?

Re: What Arm's CEO makes of the Intel debacle

#30

Post by newsclues » Sun, Dec 08, 2024, 10:20 AM UTC

threeseed wrote: post #27

For me, Intel needs to buy Oxide or Sidero. And commit to building a simple, powerful, enthusiast/startup friendly platform for running mini-clouds at home/on-premise. And start bringing tech like Optane, Tofino etc to developers so they can get better price/performance than the soon to be ARM dominated cloud.

Intel is already an investor in oxide

https://www.intelcapital.com/investing-in-oxide-unlocking-cl...