pointyfence

18 ms·

1.
by pointyfence 11mo ago
It's more than a year. They're sampling this to customers in the second half of 2026. It's a 2027 launch at best. Intel has practically nothing to show for an AI capex boom for the ages. I suspect that Intel is talking abou
2.
by pointyfence 1y ago
TSMC isn't a monopoly. You could go to Samsung like Tesla did. People weren't bringing monopoly worries in 2018 when Intel shut down their first disastrous attempt at being a foundry after about 5 years. What you're seeing no
3.
by pointyfence 1y ago
It will be more than just Apple. Trump got in first. He'll arm twist the others to take token stakes and set up some working relationship. Nvidia doesn't need to take a $5B stake in Intel. Did Apple ever have a stake in TSMC? Whet
4.
by pointyfence 1y ago
I talked about this in another comment here, but the danger in unhealthy introspection is getting lost in your own mind in an Escher stair fashion where the immediate scope of your thinking appears to make sense. But in reality you've
5.
by pointyfence 1y ago
I journal to create a concrete representation of my thoughts at a point in time. Writing with intent to explain to yourself forces a structured view on assumptions, deductions, inductions, etc. rather than having them bounce around in your
6.
by pointyfence 1y ago
One CEO is gone mainly because he thought that he could home run his way back to prominence with a "Fabs to Nowhere" strategy which has crippled the company's finances. One "Product CEO" had a material chunk of her
7.
by pointyfence 1y ago
Charlie was pretty big on Gelsinger. And he is big on Holthaus. Perhaps this says more about Charlie than Intel.
8.
by pointyfence 1y ago
I'm with you. For some reason, the hardware / tech crowd insist that evil finance people or evil MBAs killed Intel. It's such lazy thinking. But if you look at the past CEOs, Intel had Krzanich (fab guy), Swan (CFO guy who di
9.
by pointyfence 1y ago
That's what the market has been saying for a while: the cost of the assets were mal-invested in its current context and are not worth what the accounting says they are. Markets obviously can be wrong, but to think that markets are so i
10.
by pointyfence 1y ago
Intel has been backpedaling away from the idea of 18A as an node for external customers for a few quarters now as the external demand for 18A is very low. CFO has said external customer revenue isn't expected to have a material financi
11.
by pointyfence 1y ago
Work is an intersection between what the company wants and what I'm willing to do. I can leave the company, try to change it from the inside and accept the consequences, or adapt to the situation until I can find or create something be
12.
by pointyfence 1y ago
I tell people that if they get a new boss who is at Director or above, assume that you are re-interviewing for your job for the first 6 months with the new boss.
13.
by pointyfence 1y ago
I think Pat enforced his dismissive optimism on the entire company which made a tough job even tougher. A number of Intel executives, new and old, have taken indirect shots at Pat when he got pushed out even before Tan came on board. I stil
14.
by pointyfence 1y ago
What you're describing is what Nassim Taleb calls "tawkers." People like economists, journalists, pundits, etc. who talk big but don't have any skin in the game for being wrong or irrelevant (time is a great example). Si
15.
A Hack of Psychotherapy Records Revealed a Nation's Secrets(bloomberg.com)
5 points by pointyfence 2y ago|1 comments
16.
by pointyfence 5y ago
The market, net, thinks that Intel is going to shrink from a profitability perspective. In 2022, Intel is going to have its first negative free cash flow in at least 15 years. It's going to have negligible free cash flow for the two ye
17.
by pointyfence 5y ago
I feel bad for the wife and kid, but I don't have any sympathy for the person. "I am always recommending people using burner but I was nervous and fomo the "Monkey Kingdom Mint. Never thought it was not a legit mint link in o
18.
Lambda coding school accused of deceiving students out of thousands(sfchronicle.com)
3 points by pointyfence 5y ago|0 comments
19.
by pointyfence 5y ago
Rocket lake is 14nm
20.
by pointyfence 5y ago
I was thinking more along the lines of selecting a company that plays better with the rest of the industry and has a better operational history if you wanted to bring back more of a general semiconductor manufacturing ecosystem back to the
21.
by pointyfence 5y ago
Given Intel's operational track record for the last say 7 years, a manufacturing group that's been tightly coupled to its internal design group for eons focused on a very narrow product line, its past half-hearted and unsuccessful
22.
by pointyfence 6y ago
We had a much more primitive version of this for our product roadmap. After working with mostly the same dev team for a few years, we felt that in a given year we seem to consistently be able to complete X “big” projects, Y “mediums” and Z
23.
by pointyfence 6y ago
"Rehiring retired people to me signals the new CEO has no trust in people that already are there. And that is usually bad news." That's right. Any time an organization goes with "let's bring back the band," I b
24.
by pointyfence 6y ago
That's the general route that I took. As an applicant or hiring manager, I view the interview as a meeting between two equal sides looking for a mutually beneficial fit. If there isn't a fit, it's ok. Onto the next interview.
25.
PPP Scammers Made Fintech Companies Their Lenders of Choice(bloomberg.com)
2 points by pointyfence 6y ago|0 comments
26.
by pointyfence 6y ago
Just one class of common shares for all the investor groups. New money didn't appear to be coming in. We were either going to go poof, or we were going to get sold. I'm a sucker for turnaround plays because a lot of BS gets beaten
27.
by pointyfence 6y ago
"Theoretically, a startup that actually wants to compete on compensation by sharing in good fortune could craft an equity package which is simple and standardized enough to be comprehensible by ordinary humans." One time, I receiv
28.
by pointyfence 6y ago
Spotify has definitely changed how I listen to music over the years. I have my core segments, but I'd say that 33% of my time on Spotify is just stuff that I bump into for random of reasons: a music beef between artists I don't li
29.
by pointyfence 6y ago
I was having a similar conversation a few days ago. I think that people are conflating how essential a function is with how essential any given person in that function is.
30.
by pointyfence 6y ago
As someone on the more extroverted side, I see office work as an easy source of meaningful social stimulation / bonding (well, assuming I like my coworkers) with little personal setup required on my end. Although the in-person componen

More ›