I've been closely following Intel's developments and how Pat responds to some very tough questions lately. You've asked virtually every one of those difficult questions, and you've done an excellent job. Because we need to understand the real answers, the straightforward answers. Your interviews are very well done, and every question is one that most people are concerned about. Thank you very much for your show.
Really? I find him evasive and backward-looking. He talks like a politician and dwells on his company's glorious past. Anyway, Intel could turn around, but it would have to be gutted of stodgy lifers.
@@thequestingblade he's making many changes, at least they are trying to catch up. With the old one we were stucked. But all of them are like politicians.
It seems the edge Intel is looking for is indeed at the edge, with neuromorphic processing marking a crucial piece of the puzzle. This places the partnership with BrainChip in a special position at the Foundry AI conference, highlighting its significance as the final component in this technological ensemble.
All of this hinges on MacOS and Windows 12 putting these experiences together. Unfortunately for Intel’s stock price I’m not sure that happens right away. I trust apple to integrate LLMs into their stack and Siri (they’re doing it now, according to rumours) but I’m not sure Microsoft can compete. Windows ecosystem isn’t as tight as apple. You need to read my notes, read my emails, read everything…
Gelsinger said NVIDIA success is due to luck. So what, tsmc success is also due to luck. The difference is tsmc and NVIDIA can cash in from their luck, while Intel is still searching for its luck. 😂 If a company CEO depends on luck, I do not think he is cut out for the job. 😂
Intel is run by career workers who only care about their salary. They don't want to do new stuff. That is why they gave up GPU those days. Also their 5g modem wasnt successful so they sold it to apple.
@@ArpanKundu-k9xIntel was ran by people who only cared for revenue, but Pat has a different vision and that’s to create competitive products while bringing in revenue. He has made more progress in 3 years than his predecessor did in several years.
question related to gamers, all mobo manufacturers (Asus, Msi, gygabyte, asrock) are also located in taiwan, what if a war breaks out? no mobos for decades for gamers? beside chips?
Pat always seems to either not answer the question asked or misunderstand the question. Like he learned the art of speaking from politicians. He would be served by speaking more plainly and more to the point. He seems like an okay guy, but he is endlessly frustrating as a CEO of a company I am invested in.
