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IMHO, Intel lost a couple of years because the CEO had a consensual affair with a subordinate so they fired him and put the CFO in charge for a while and putter
by narrator 3y ago
IMHO, Intel lost a couple of years because the CEO had a consensual affair with a subordinate so they fired him and put the CFO in charge for a while and puttered around unable to fix the serious process manufacturing problems getting to 10nm they encountered which caused them to fall behind in manufacturing to TSMC. Finally, after a few years of little progress, Gelsinger was hired, and we'll see what he can do.
- baq 3y agoIf the process worked out Brian wouldn’t get fired, probably. The affair was very convenient for the board. Intel had grown accustomed to internal mediocrity and got too big to root it out; the fact that accounting runs the company instead of someone with a vision doesn’t help. Accounting doesn’t like risky bets and Intel needed some to work out instead of cancelling everything left and right.
- antonjs 3y agoIt seems pretty possible to me that the reason Nvidia pulled off this bet is that Jensen still basically unilaterally controls what NV is working on, and Jensen is still fundamentally a nerd (in the best way).