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T
I agree, and not just kids. I've talked to a small number of college students who are completely dependent on LLMs. (I don't know a...
Oct 24, 2025
T
OpenAI should not get into erotica but not for the reasons discussed here, but for the same reasons YouTube does not get into erotica -...
Oct 24, 2025
T
Pat Gelsinger
Disappointing to see this from Sam Altman and the team at OpenAI. What we’re witnessing across AI right now is a test of...
Oct 24, 2025
T
I understand this is just margin transfer. But with the financials reported separately now for Products & Foundry, over time both...
Oct 24, 2025
T
"Intel didn’t miss the mobile revolution, it consciously walked away from it."
Oct 24, 2025
T
For my money, you are partly right. Intel needed more volume to fill the fabs but the idea that it would have only bought Intel 2-3...
Oct 24, 2025
T
I agree, though I think it pushes back the clock more like 7-10 years (3-4 full nodes).
The 10nm debacle allowed AMD to take nearly...
Oct 24, 2025
T
Ottellini was just dumb. Minicomputers were also cheaper per unit than mainframes, and microcomputers were cheaper than minicomputers...
Oct 24, 2025
T
I have said this before. Intel was correct to walk away from Iphone deal. The numbers were horrible. Trust me, I was there.
Intel had...
Oct 24, 2025
T
Lets say THEORETICALLY that Intel managers calculated a unit cost that was ~1.5x the price Apple wanted to pay (best case). Then those...
Oct 24, 2025
T
Intel offers both high priced processors and low-end, inexpensive ones. However, we can’t accurately analyze Intel’s true pricing...
Oct 24, 2025
T
But Paul Otellini and many Intel leaders should have realized that if Intel didn’t change, its partners and customers eventually would...
Oct 24, 2025
T
I completely agree
Otellini himself regretted it with the benefit of hindsight, but in a sense, missing out on the iPhone doesn't mean...
Oct 24, 2025
B
Jensen claims that inference is going to 1,000,000,000x for whatever that's worth.
Couple things LBT said in the earnings call:
Oct 24, 2025
T
It would seem I failed to make my point about the economics of the iPhone deal. Intel's process was not cost effective for building a...
Oct 24, 2025
Like.
I agree, and not just kids. I've talked to a small number of college students who are completely dependent on LLMs. (I don't know a...
Angry.
"Intel didn’t miss the mobile revolution, it consciously walked away from it."
Sad.
Intel offers both high priced processors and low-end, inexpensive ones. However, we can’t accurately analyze Intel’s true pricing...