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by jillesvangurp
920 days ago
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Gelsinger is a typical hardware engineer out of his depth competing against what is effctively a software play. This is a recurring theme in the industry where you have successful hardware companies with strong hardware focused leadership fail over time because they don't get software. I used to work at Nokia Research. The problem was on full display during the period Apple made it's entry into mobile. We had plenty of great software people throughout the company. But the leadership had grown up in a world where Nokia was basically making and selling hardware. Radio engineers and hardware engineers basically. They did not get software all that well. And of course what Apple did was executing really well on software for what was initially a nice but not particularly impressive bit of hardware. It's the software that made the difference. The hardware excellence came later. And the software only got better over time. Nokia never recovered from that. And they tried really hard to fix the software. It failed. They couldn't do it. Symbian was a train wreck and flopped hard in the market. Intel is facing the same issue here. Their hardware is only useful if there's great software to do something with it. The whole point of hardware is running software. And Intel is not in the software business so they need others to do that for them. Similar to Nokia, Apple came along and showed the world that you don't need Intel hardware to deliver a great software experience. Now their competitor NVidia is basically stealing their thunder in the AI and 3D graphics market. Intel wants in but just like they failed to get into the mobile market (they tried, with Nokia even), their efforts to enter this market are also crippled by their software ineptness. This is a lesson that many IOT companies struggle with as well. Great hardware but they typically struggle with their software ecosystems and unlocking the value of the hardware. So much so that one Finnish software company in this space (Wirepas), has been running an absolute genius marketing campaign with the beautiful slogan "Most IOT is shit". Check out their website. Some very nice Finnish humor on display there. Their blunt message is that most hardware focused IOT companies are hopelessly clumsy on the software front and they of course provide a solution. |
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He spent almost decade on VMware which is... software company that significantly grew during his time
>just like they failed to get into the mobile market (they tried, with Nokia even), their efforts to enter this market are also crippled by their software ineptness.
Microsoft, which is software company failed at it too.