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by oskarkk 465 days ago
> 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.