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by synergy20 633 days ago
Intel is 1/3 of AMD by market cap but 6x the employee, that's 18x difference. If QCOM takes over INTC, they might need let a LOT go to revamp it, like 80% of them.
5 comments

AMD is arguably understaffed though. They're executing well with design, but system integration, software, and support are all still lacking.

ex. https://finance.yahoo.com/news/amd-laptop-oems-decry-poor-16...

It's not happening though, an acquisition of Intel means the end of x86 due to cross-licensing terms between Intel and AMD which stipulate they all terminate upon either party being acquired.

Granted, Qualcomm has interests in ARM so this might actually be what they want: Embrace, No Extending, Extinguish.

> an acquisition of Intel means the end of x86 due to cross-licensing terms between Intel and AMD which stipulate they all terminate upon either party being acquired

I believe Intel's licenses to AMD's IP would terminate, but not the other way around.

AMD developed the 64-bit instruction set, so perhaps they could keep it.

I'm sure there would be plenty of lawfare, though.

Intel and AMD literally cannot manufacture x86 CPUs without the other, their cross-licensing and dependencies go both ways beyond amd64.

If Qualcomm somehow actually convinces Intel to sell, that means Intel is immediately out of business because all they (could) make are x86 CPUs. AMD would likewise become a zombie overnight with only their Radeon GPUs remaining on their catalog.

It's far more likely for AMD to come and bail Intel out if things really came to that.

What's embarassing about this is that Qualcomm could actually go and ask Intel if they're selling without it sounding like a complete joke. That signifies how far Intel has fallen, Qualcomm trolled Intel and actually got away with it.

Highly likely that anti-trust regulators would make licensing of x86 a requirement for letting the deal go through.
Patents on x86-64 are long expired....did Intel really use much else from AMD?
You know agreements can be amended, right? Nothing is set in stone when big money is involved.
Whoever wants to buy out Intel needs to convince both Intel and AMD that the subsequent arrangement will be better than the monopoly-but-not-a-monopoly they enjoy today.

I'm willing to bet AMD would sooner spend money bailing Intel out to keep that going first before entertaining thoughts about sharing their cake.

Intel isn’t in bad enough shape to need a bail out from their main competitor.
Intel has this many ppl because they are like AMD+TSMC

76k+26k=102k

AMD+TSMC revenue was almost $100 billion in 2023. Intel was $54 billion.

They shouldn't have 20k more people with half the revenue.

It was $79 Billion in 2021...
Letting 80% go seems to have worked for X.
If by worked you mean "the site isn't dead", yes. If you mean more "profitable", I don't think that's true, is it?
Setting aside the political reasons for less advertising revenue, it's still running and there are 200M DAU. Many ex-employees swore the servers would catch fire by now.
> Many ex-employees swore the servers would catch fire by now.

They've 'caught on fire' many times, such as the time login/2fa broke, or the weeks/months where you were rate-limited to only a few hundred interactions per day.

Judging by how unreliable it has been ever since, there's likely constant firefighting going on.
Can't confirm. It works for me just as well as it did in 2022.
Not my experience at all. It is faster and has slightly more feature since.
It really doesn’t work well. But it has the advantage in that, if some messages just don’t appear… well, you don’t really notice.
That has nothing to do with letting go staff and everything to do with the owner.
Wrong. A substantial number of advertisers dropped X.com because it isn't brand safe (for example their ads are located next to racist or Nazi or pornographic content). A substantial number of the staff let go were involved in keeping the site brand safe.
Google also should not show x.com on search engine as its another social media platform, it has nothing to do for ranking
Letting go staff has everything with the owner though.
Let go of 80% of workers and 84% of revenue. Brilliant.
Aren't the two disconnected? The revenue lost is a result of advertisers not wanting to be connected to Musk's politics. Downsizing isn't what caused that.
Musk got rid of the people who owned the relationships with the brands and agencies that drove the ad revenue. Burning those relationships plus getting rid of content moderators made sure advertisers were very skeptical of being on the platform. Then there's the GARM lawsuit causing that tiny org to shut down, suing another non-profit for point out brand safety issues, etc.

It was Musk's actions.

I thought the advertisers pulling out was more a direct result of the tweets he posted or liked. Perhaps those relationships were strained already due to what you've pointed out, but I don't know that those employees could have made a difference in relation to those posts.
Congrats. You completely fabricated a history to fit your world view.
Firing the teams that manage moderation and letting Coca-Cola and Nike paid for ads show along side Nazi and porn content, basically allowing the ad side of the platform to go to shit, is actually much of the reason for the advertiser exodus.
You can't tell easily without informations from inside.
I think it is fairly easy to tell when advertisers publicly pulled out and gave a very explicit explanation.
I'm starting to see ads during Great Replacement and Kill The Brown People threads on Twitter. It's not pushing me towards buying a product or clicking an ad.
My stance on this rather is: the advertiser should like it if viewers consider the product advertised to be better than the tweets around it. :-D

(I hope I didn't give Elon Musk a bad idea concerning how to pitch his agenda to advertisers ;-) ).

Twitter is just a relatively simple website, though. They aren’t doing anything particularly complex or innovative and aren’t releasing any new products.

It could survive for years in maintenance mode as long as people continue using it.

Letting go of 80%of intel’s employees and the company is dead in weeks other than a skeleton crew of lawyers, bean counters, and top level execs stuffing their golden parachutes with maximum parachute.
Acquisitions often involve trimming the fat