[nwiswell]

> It’s too late. It was too late 18 months ago. Nvidia is over 30x bigger. Qualcomm is 2x, AMD is 2x.

AMD came back from odds much longer than this. At its nadir, AMD's market cap was about a billion. A billion! Jensen's jacket collection is worth more than that.

Anyway, it's not looking good for Intel but it's certainly not "too late".

[TheCondor]

If they can dominate with process, no it’s not too late. If their process is on par with TSMC? I don’t know. Like I said, they need a world beater else margins erode dramatically. They have assets, they have value and Intel has done it again and again for decades but unless there is something that is a tier better than anything else margins drop and they just forced their “technical CEO” out.

They have had ultra success in the past, I don’t see anything on the roadmap to suggest a repeat of that, there is a lot of institutional memory of that success. With a long term plan, a board that is knows it’s going to be a journey and the CHIPS money, there is a story, make X86S a reality… I think there will be incredible pressure to cut and sell it though. If the new fabrication technology is only as good as the competition, I think that makes Intel an even more attractive take over target for the fabless giants

[swifthesitation]

> nadir

Great word, TIL.