[vosper]

Well they definitely can, and do. They have made the decision that the reward isn't worth the risk.

The idea (not aiming at you here, you didn't say this) that senior leadership at AMD is unaware of NVIDIA's lead in this space, and haven't repeatedly considered whether to invest in competing, is absurd. Likewise the idea that anyone outside of AMD understands better than AMD does what it would take in terms of investment _and opportunity cost_, is also absurd.

Senior leadership at AMD isn't dumb. The fact that they're not doing something we want doesn't make them dumb, either. Again, not aiming at you with this little rant :)

[lostmsu]

They may not be dumb, but they may have narrow vision (which I suppose is still dumb). Bad decisions in top tiers of the largest world companies are not unheard of.

[gymbeaux]

Yeah but no one can deny Lisa Su is an MVP and knows what she’s doing. She’s borderline overqualified for CEO of AMD IMO

[lostmsu]

> but no one can deny Lisa Su is an MVP and knows what she’s doing

In her area. We have no real info on how proficient she is in other areas like ML.

[gymbeaux]

I’m not sure that’s really a separate “area”. She understands ML as it pertains to hardware and software sales better than anyone in this thread.

[ClumsyPilot]

> The idea that senior leadership at AMD is unaware.. Senior leadership at AMD isn't dumb.

Lets try this with another company:

The idea that leadership at Lehmon Brothers is unaware of the fact that they are trading subprime loans is absurd! The leadership isnt dumb

The Idea that leadership at Being is unaware of safety issues with 737 Max is absurd! How could you suggest that anyone outside boesing understands better than they do the risks involved?

[vosper]

The fact that a couple of other companies have had dumb leadership in no way proves that AMD's is dumb. You're essentially claiming that because Lehman and Boeing had dumb leadership, all senior leadership at all companies is dumb (because there's nothing linking AMD to these other companies except that they're all companies). And that is an absurd claim.

[ClumsyPilot]

I am not sure if they are dumb, the jury is still out, but your entire post is the textboom example of logical fallacy, appeal to authority.

You are claiming that AMD leadership is infalliable based on no evidence whatsoever. Thats whats absurd

[modeless]

The idea that AMD management can't possibly have made any bad decisions is the absurd thing here. It's entirely possible that AMD carefully considered Nvidia's position, carefully considered their strategy, and confidently made the wrong decision. It happens all the time in all sorts of companies.

I think it's very clear with the benefit of hindsight that not investing enough into the software side of deep learning early on was a bad decision. But it was obvious to me even at the time and I said as much to anyone who would listen (e.g. seven years ago https://news.ycombinator.com/item?id=12258027)

[_carbyau_]

Maybe they are not dumb. But my next GPU will be nVidia because of their decision. Hence I am disappointed at not having a competitive rival.

I may not know better. But I know what I like.

[BizarroLand]

Can you guess why they would be putting hardware into the ML workspace field but not backing that up with equivalent software integration?