Comment by CharlieDigital 2 days ago
> Before about 2016, you could have said the same about Intel.
What decisions were MBA instead of engineering decisions? It seems like intel has just made a lot of bad bets or failed to put their mass behind good ones.
The heights nvidia has achieved seem incidental and have depended heavily on the transformer/LLM market materializing.
Intel's biggest problem has been management remaining in denial about their serious engineering problems, and believing that they'll have things sorted out in another few quarters. They were years late to taking meaningful action to adjust their product roadmap to account for their ongoing 10nm failures. Putting all their eggs in the 10nm basket wasn't an engineering decision, and keeping them all there after years of being unable to ship a working chip wasn't an engineering decision.
Intel's in a somewhat better place today because while they continue to insist that their new fab process is just around the corner and will put their foundry back on top, they've started shipping new chips again, using TSMC where necessary.
Do you have any facts backing up that opinion? Because while I’ll agree that MBAs who ignore engineering nuance can be a problem, engineers are perfectly capable of running an org into the ground all on their own.
In this case, Intel looks like a variant of the Innovators’ Dilemma. Their internal processes, systems, and culture revolve around designing and manufacturing their own chips. Moving to a customer-centric approach is a big switch in culture and I’m not surprised it’s a challenge.