Nathan Lambert

Intel is obviously in dire straits right now and needs to be saved somehow. Very important for national security, for American technology.

Intel is obviously in dire straits right now and needs to be saved somehow. Very important for national security, for American technology.

Going back to earlier, only three companies can R&D, right? Taiwan, Hsinchu, Samsung, Pyongyang, and then Intel Hillsborough. Samsung's doing horribly. Intel's doing horribly. We could be in a world where there's only one company that can do R&D. And that one company already manufactures most of the chips. They've been gaining market share anyways, but like... That's a critical thing, right?

Going back to earlier, only three companies can R&D, right? Taiwan, Hsinchu, Samsung, Pyongyang, and then Intel Hillsborough. Samsung's doing horribly. Intel's doing horribly. We could be in a world where there's only one company that can do R&D. And that one company already manufactures most of the chips. They've been gaining market share anyways, but like... That's a critical thing, right?

Going back to earlier, only three companies can R&D, right? Taiwan, Hsinchu, Samsung, Pyongyang, and then Intel Hillsborough. Samsung's doing horribly. Intel's doing horribly. We could be in a world where there's only one company that can do R&D. And that one company already manufactures most of the chips. They've been gaining market share anyways, but like... That's a critical thing, right?

So what happens to Taiwan means the rest of the world's semiconductor industry and therefore tech relies on Taiwan, right? And that's obviously precarious. As far as like Intel, they've been slowly, steadily declining. They were on top of servers and PCs, but now Apple's done the M1 and NVIDIA is releasing a PC chip. And

So what happens to Taiwan means the rest of the world's semiconductor industry and therefore tech relies on Taiwan, right? And that's obviously precarious. As far as like Intel, they've been slowly, steadily declining. They were on top of servers and PCs, but now Apple's done the M1 and NVIDIA is releasing a PC chip. And

So what happens to Taiwan means the rest of the world's semiconductor industry and therefore tech relies on Taiwan, right? And that's obviously precarious. As far as like Intel, they've been slowly, steadily declining. They were on top of servers and PCs, but now Apple's done the M1 and NVIDIA is releasing a PC chip. And

Qualcomm's releasing a PC chip and in servers hyperscalers are all making their own ARM based server chips and Intel has no AI silicon like wins right they have very small wins and they never got into mobile because they said no to the iPhone and like all these things have compounded and they've lost their process technology leadership right they were ahead for 20 years and now they're behind by at least a couple years right and they're trying to catch back up and we'll see if like their 18A 14A strategy works out where they try and leapfrog TSMC but like

Qualcomm's releasing a PC chip and in servers hyperscalers are all making their own ARM based server chips and Intel has no AI silicon like wins right they have very small wins and they never got into mobile because they said no to the iPhone and like all these things have compounded and they've lost their process technology leadership right they were ahead for 20 years and now they're behind by at least a couple years right and they're trying to catch back up and we'll see if like their 18A 14A strategy works out where they try and leapfrog TSMC but like

Qualcomm's releasing a PC chip and in servers hyperscalers are all making their own ARM based server chips and Intel has no AI silicon like wins right they have very small wins and they never got into mobile because they said no to the iPhone and like all these things have compounded and they've lost their process technology leadership right they were ahead for 20 years and now they're behind by at least a couple years right and they're trying to catch back up and we'll see if like their 18A 14A strategy works out where they try and leapfrog TSMC but like

And Intel is just like losing tons of money anyways, right? And they just fired their CEO, even though the CEO was the only person who understood the company well, right? We'll see. He was not the best, but he was pretty good, relatively, technical guy.

And Intel is just like losing tons of money anyways, right? And they just fired their CEO, even though the CEO was the only person who understood the company well, right? We'll see. He was not the best, but he was pretty good, relatively, technical guy.

And Intel is just like losing tons of money anyways, right? And they just fired their CEO, even though the CEO was the only person who understood the company well, right? We'll see. He was not the best, but he was pretty good, relatively, technical guy.

PCs and data center CPUs, yeah. But data center CPUs are all going cloud. And Amazon, Microsoft, Google are making ARM-based CPUs. And then PC side, AMD's gained market share. NVIDIA's launching a chip. That's not going to be a success, right? MediaTek, Qualcomm have relaunched chips. Apple's doing well, right? Like they could get squeezed a little bit in PC.

PCs and data center CPUs, yeah. But data center CPUs are all going cloud. And Amazon, Microsoft, Google are making ARM-based CPUs. And then PC side, AMD's gained market share. NVIDIA's launching a chip. That's not going to be a success, right? MediaTek, Qualcomm have relaunched chips. Apple's doing well, right? Like they could get squeezed a little bit in PC.

PCs and data center CPUs, yeah. But data center CPUs are all going cloud. And Amazon, Microsoft, Google are making ARM-based CPUs. And then PC side, AMD's gained market share. NVIDIA's launching a chip. That's not going to be a success, right? MediaTek, Qualcomm have relaunched chips. Apple's doing well, right? Like they could get squeezed a little bit in PC.

Although PC generally, I imagine, will just stick Intel mostly for Windows side.

Although PC generally, I imagine, will just stick Intel mostly for Windows side.

Although PC generally, I imagine, will just stick Intel mostly for Windows side.