[htk]

This author has a very interesting mail list on the semiconductor industry, and kind of predicted the new CEO:

https://irrationalanalysis.substack.com/p/make-intel-great-a...

[dash2]

I read through some posts and found this, after Gelsinger was fired:

>It’s over.

> If corporations are people, then Intel has decided to commit suicide and sell its vital organs.

Yet now the same guy seems more positive ("The best outcome has happened.... Lip-Bu Tan lacks the critical flaw that Gelsinger had… excessive kindness").

> A tsunami of decapitation (headcount reduction) is coming. However unpleasant the last several years has been… what is coming will be much worse.

> This will be a disorderly decapitation frenzy. Nobody is safe.

Did that happen? If not, did he say why he was mistaken? If not, then is this guy not overconfident and incapable of revising his own priors?

[oskarkk]

> Did that happen? If not, did he say why he was mistaken? If not, then is this guy not overconfident and incapable of revising his own priors?

The author thinks that it's about to happen, so it's too early to expect any revision. In that earlier post they said that Lip-Bu Tan resigned from the board because he wanted to reduce headcount more than Gelsinger, and that in their opinion hiring him and carrying out that reduction would be the best outcome for Intel.

Given that Lip-Bu Tan got hired, I think it's reasonable to expect some reductions soon. Before this the author listed a couple of possible outcomes, and as I understand it, Lip-Bu Tan and his reductions are described as one of the less chaotic and "unpleasant" options for Intel, because his cuts would be more specific than cuts that would be the result of splits/mergers/bankruptcy.