All three of the last Intel CEOs have been more reactive than strategic: Dartmouth's Paul Argenti

[@rancidX]

Anyone who can't pronounce Nvidia properly can't be taken seriously.

[@DominicUliano]

How was Pat reactive??? He brought a strong strategic vision to Intel and was making strides in helping them execute better. They need to stick with their investments into Fab.

[@Cromius771]

He ran out of money

[@wowpeter]

Exactly this professor has no idea what he is talking about 🤷🏻‍♂️ Everyone like to compare to Nvidia and AI chip but it is not that easy to just pivot to AI chip, Intel build CPU, AI chip is mostly based on GPU.

[@shermc4587]

He started cutting fat and saving money AFTER horrible Q3. He is reactive.

[@DominicUliano]

@@shermc4587 That's when the public heard about the cuts. I know from insiders that they were told the cuts were coming much earlier.

[@shermc4587]

@@DominicUliano By the time Q3 was published, not much cut happened at Intel. Either your insider is lying to you or Intel likes to talk about cut but not making any. Take your pick.

[@christopherwood2290]

These guys are two clowns. They talked for 5 minutes and said nothing.

[@jjcooney9758]

None of these guys even really know what AI is lol … media is so out of date

[@tipoomaster]

Dear god finance bros, N-Vidia, not Nuh-Videa, please. If you want to be taken seriously learn to say the very simple name of the company you say you follow, that's only recently become a finance darling after being well known to gamers for decades.

[@felizh82]

They think they know what they are talking about, they don"t. Cannot even pronounce it right!!LOL

[@MinifigNewsguy]

Also video professionals heard of N-vidia/Nuhvedia. Tomato tooomato… get a real life

[@tipoomaster]

@@MinifigNewsguy As opposed to you replying to this 🙄

[@trustintheiam]

Media has it out for Intel

[@Cromius771]

The issue is Intel doesn't make products anyone wants. They don't make ai chips, they don't make good desktop chips anymore and they don't make good server chips and their foundry isn't being used. They have been replaced

[@royprovins7037]

Thats what happens when you pour all your money in stock buybacks instead of investing in the business

[@Matrix1Gamer]

Pat Gelsinger's vision for hybrid core architecture has proven highly effective for AI applications. It's arguable that the board's decision to replace him was premature, potentially hindering Intel's progress in this critical area.

[@cfguman]

Someone sounds drunk...

[@knt3219]

Next, Find The Right One. Move. Fast. Cut Waste And Define Trajectory Within Reachable. Can It Be Done. Only Time Will Tell. And That Is My Prediction. Sincerely❤️❤️❤️, KNT. 8:46 A.M. Eastern Time 🇺🇸 December 3, 2024.

[@RK-um9tu]

Translation - I don't know anything about business which is why my comments are so vague and meaningless...

[@CZ-zd4xu]

The business model of IDM is dead. Pat's failure proved it, again!

[@bossintheps3]

They had 3 CEOs the last 6 years, not 4

[@jackchen5290]

Don’t forget intel also burned over $3.5 billion on optane memory and also significant losses over their NAND business the past decade during the past 3 CEO’s tenure

[@tvgerbil1984]

Neither Optane nor NAND had anything to do with Gelsinger though.

[@jawsh5628]

Depending on if Battlemage is exactly as promised. They could really undercut Nvidia's lower tier discrete desktop products. And with the massive price inflation of Nvidia's mid to high tier products, maybe they could undercut the 70 series cards in the future. Obviously this is peanuts compared to thier other businesses, but it's the one currently stepping up to the plate.

[@greenchronos3918]

Intel lost all steps to get back to the game compared to AMD

[@3monsterbeast]

I hate the way this guy says 'Nvidia'

[@davidlowe8597]

Two CEOs, likely one for chip design and one for the foundries. Now maybe a good time to buy the stock, as the company is likely going to split (two CEOs is a pretty good indicator of the company will eventually split into two companies). Intell does make the best CPUs in the world. Yes they did make a strategic mistake by not designing high-end GPUs. However, Intel does have the talent to catch up and pass all of the chip designers. Was hoping that the stock would drop to 10 before I bought it back, actually sold it and bought Nvidia in place of Intel a while back, because no matter how many years I held it Intel stock for the most part was always in the '30s and I wasn't making any money. Intel is likely going to make a tremendous comeback and be competitive again, I was just hoping the stock would drop lower before buying it back.

[@josephsmith4009]

Yellowtail! Prof Argenti

[@ruby2thursday]

this guy's full of $hit. Pat didn't even get the gov money. it was almost delivered. Intel got a lot less money than was agreed to as well. Yes, Nvidia has done very well....good leadership and choices etc....but Intel suffered from the board making many bad choices before they invested in Gelsinger. They needed to let the horse run....stay the course. As it is, they might have to sell off the company.

[@darshuetube]

I don't think tsmc saw ai coming either. So it can't be ai. Just happened to be in the wrong market. Should have been foundry..

[@erichvonmolder9310]

Intel needs a Jensen Huang type of guy.

[@WhirledPeez]

Not going to happen. 🙅🏽‍♂️.

[@JB-zw5ey]

Last word out this guys mouth is so wrong. Its a national security issue for technology home grown.

[@yuio823]

I think Intel may spin off it's manufacturing department and then give up the competition in advanced process chip manufacturing. After all, Intel no longer has enough cash to continue participating in this money-burning up game. It is better to focus on improving the process below 10 nanometers. The United States will decouple from China anyway. Intel concentrates on manufacturing mature processes and cooperates with Trump's tariff policy on China, which can completely drive Chinese chips out of the U.S. market and allow the United States to realize its dream of not using Chinese chips at all.

[@user-kg1od9es5d]

Yep if intel wants power in the long run it has to align with the us govt now!

[@rw0809]

Intel needs to do a few things: 1.) offload the chip foundry plants as a separate entity, 2.) license ARM and focus on chip designs, 3.) build a GPU line, 4.) buy some quantum chip companies, 5.) build bulletproof software managing all the chip functionality, 6.) focus on crafting a reasonably priced line of high-power, standard, and energy-efficient chip offerings for each industry.

[@Seriouspatt]

Except 4), that's just a bubble. But maybe that's what some investors would like to see.

[@rw0809]

@ it’s not a bubble. There are billion-fold performance gains of calculating formulas using 1-64 qubits instead of using traditional 0-1 bits. Check into it.

[@rw0809]

@ in addition, the valuations in the quantum space are in the millions. A mere pittance. How is that a bubble when nvidia is in the trillions?

[@shermc4587]

@@rw0809 That is not how quantum works. It is not 64 vs 2. Part of reason Pat got fire is he try to turn around Intel like he got ample time and money to do so. Now with drying up resources and US government gorilla on its back, you want Intel to spent more money on more projects? Intel is dying on its own without your help. Also, offload foundry is not an option once Intel took government bailout. The bailout money will be doom of Intel

[@Seriouspatt]

@@rw0809 NVDA makes HUGE profits and none of those quantum computing bubble-companies turns a profit afaik. And of course, I'd argue NVDA has been fueling the current bubble and is massively overvalued. They have been in the perfect place at the perfect time thanks to Jensen but the other tech companies are all coming for them and it's just a matter of time at this point until their margins and profits will sink. It's unsustainable but it's hard to bet against the stock. Quantum computing is much easier to call. It's a bubble, I've seen plenty of bubbles in my lifetime and if that isn't one, I don't know what is.

[@Seriouspatt]

They both seem unfit to do their job in this video.

[@khairulnaeim756]

Come 20 billion nothing move..and also before...come on mate ... something wrong...

[@urimtefiki226]

20 billion

[@kahvac]

Nice hit piece..

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[@briancase6180]

First, this guy doesn't know how to pronounce Nvidia's name. So, I seriously don't his familiarity and expertise in the space. Second, the government money infusion into Intel was at least partially, and I would say 50%, for national security. So, I'm not sure this guy is a good source of information. Next....

[@INXIETE]

Sell it to Elon.

[@varun76890]

Does this guy have a lisp??

[@khairulnaeim756]

Thought they already sold everything...to X...🥸

[@khairulnaeim756]

No way out,it looks like a curse... yeah better sold to X... PROBABLY his team know what to do about it... talking about computer...lots of view can be taken...X.. 🥸