Intel after Gelsinger

Oxide and Friends · 5 Dec 2024 · 1h 50m · Episode 30

What this episode covers

Bryan Cantrill and Adam Leventhal analyze Intel's crisis following Pat Gelsinger's departure, arguing that the company suffers from deep-seated cultural issues, opacity, and a failure to adapt to software-defined hardware. They critique Gelsinger's tenure for ignoring the chiplet revolution, killing promising products like Tofino and Optane, and relying on nationalist narratives rather than technical merit. The hosts discuss potential successors, ranging from serious candidates like Naveen Rao to humorous suggestions, while emphasizing that Intel must undergo radical restructuring to survive.

Mentioned

Companies
Intel, Oxide, AMD, Nvidia, Meta, TSMC
Products
Cannon Lake, Optane, Larabee, Gaudi, Spring Hill
Chips
Tofino
Also
Pat Gelsinger, Naveen Rao, Johnny Sruji, Howard Schultz, George Hotz, Chips Act

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