Whoa just to be clear: I don’t and never have worked at Intel, don’t own stock, am not short a competitor: I’ve got no dog in this fight other than wanting to s

Whoa just to be clear: I don’t and never have worked at Intel, don’t own stock, am not short a competitor: I’ve got no dog in this fight other than wanting to see some options. And I’m well aware they’ve historically been the baddies: I was doing this in the 90s. But no competition for cutting-edge process, no alternative on GPUs, no pure-play foundry capacity without IRBMs trained on it are like, no fun man. The enemy of my enemy is still usually a bad guy, but balance of power is probably as good as we’re going to get on stuff that’s Capital Intensive from Outer Space. Is this gang tackle really indicative that an Apple monopsony of current generation fab, an AMD monopoly on serious multi-core, an NVIDIA monopoly on GPUs you can just use are all preferable to a once evil company down on its luck getting back in the game? It’s not like any of these other actors are exactly leaving margin on the table.