The Intelligence from The Economist Chip wreck: Intel is on the rocks
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Sep 12, 2024 
Oliver Carroll, Ukraine correspondent for The Economist, chats with Vadym Sukharevsky, the world's first drone commander, about the innovative role of drones in Ukraine's military strategy against Russia. They delve into how traditional command meets modern adaptability in warfare. The discussion also touches on Intel's struggles with its diminishing influence in tech, alongside Donald Trump’s bizarre claim about immigrants eating pets in Ohio, highlighting the mix of misinformation and social issues in today's landscape.
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Intel's Decline
- Intel, once a tech giant, faces potential collapse due to strategic missteps.
- The company failed to adapt to the rise of mobile and AI computing.
Intel's Missteps
- Intel's recent quarterly results revealed a significant net loss, leading to job cuts and cost-saving measures.
- The company missed key industry shifts, including the move to mobile, the rise of specialized chip designers and manufacturers, and the AI boom.
Gelsinger's Plan
- CEO Pat Gelsinger's plan involved splitting Intel into design and manufacturing units.
- This plan was overly optimistic about Intel's CPU profits and its ability to compete with TSMC's manufacturing.