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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
T
I'm honestly curious. What do you think the process to make this feasible looks like?
Oct 24, 2025
C
exactly
And Intels most successful and profitable products are 10 and 7. And Intel mentioned the effect of 18A on Intels Margins...
Oct 24, 2025
"Technology on its own is neutral. But the decisions we make with it reflect what we value most"
Interesting line 🤔🤔🤔
Oct 24, 2025
Self-driving at least has a known path to resolution - if roads were actually consistently and properly marked correctly.. I think it...
Oct 24, 2025
Nope. You can't effectively govern multi-national entities. In fact in the 25 years since I've met Pat, the only thing I can remember...
Oct 24, 2025
A
I'm honestly curious. What do you think the process to make this feasible looks like?
Oct 24, 2025
B
"Technology on its own is neutral. But the decisions we make with it reflect what we value most"
Interesting line 🤔🤔🤔
Oct 24, 2025
B
Waiting for our resident expert to comment!
Oct 24, 2025
So you agree with Pat that AI could be ... Less than good for people, and maybe governance and awareness is something to investigate ...
Oct 24, 2025
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