zlacker

>>fancy_+(OP)
You can tell from the tone of this letter and the bizarre reference to agenetic AI he is completely clueless. Compare this to someone like Jensen, a nerd's nerd who gets up on stage with the latest GPU, can talk about new CUDA API's and goes deep on specs like memory bandwidth. He knows exactly who his customer is, and what kinds of workloads they run for AI.

It's just such a massive difference. You can tell Lip-Bu spends his weekends playing golf while Jensen is checking out the latest model from Huggingface.

You can't buy passion or genuine interest in what you're doing.

>>iamlep+4f
It's one reason why founders matter so much and why founder led companies often have better outcomes.

Intel is in trouble, it's not clear how or if they'll be able to get out of the hole they're in. Their only saving grace is natsec concerns and even that may not be enough to save them. I was hoping Gelsinger would be able to do it, but it was too late.