Gelsinger should have been talking about building an ecosystem. TSM has an ecosystem built on iron-clad trust and tight cooperation from design to equipment to actual production. Morris Chang put this in place to where a large group of companies acts as a team to build a world-beating ecosystem that benefits everyone from suppliers to customers. TSM is a finely tuned machine based on trust and respect to achieve ever-higher goals. Gelsinger either has to copy this model or the one Intel was originally built on by Andy Grove. Both are similar but have their differences. The one thing they definitely have in common is success. I hope Gelsinger can pull this off, but I still don't see a plan for an ecosystem and a substantial cultural change that is needed to become a winner once again. This is a process that takes years, not months to establish and build, but taking the first strong steps is key. Ecosystems and culture should have been a central part of his presentation over projects and goals. This will be a battle of ecosystems and Gelsinger must focus on that goal. Any thoughts or additions are welcome. I have placed my substantial bets many years ago and they were on TSM and will continue to be.