Broken Silicon 39: How Intel Stole the x86 Market | Industry Analyst Mike Bruzzone
Added 2020-03-11 02:26:49 +0000 UTCMike Bruzzone joins to discuss the competitive landscape of x86 in 2020, and his history with Intel’s history of Anti-Trust Lawsuits.
Mike’s Seeking Alpha Blog (the guest): https://seekingalpha.com/user/5030701/instablogs
https://www.nytimes.com/2020/03/01/technology/intel-culture-robert-swan.html
1) 1:00 Reverse Engineering Intel’s CPU Costs, AMD’s plan for a Price War
2) 9:37 Mike Bruzzone’s background
3) 12:45 AMD’s Beta Validation Problem, good Techtuber Ethics
4) 21:50 Will Linux break 10% marketshare?
5) 23:40 Intel Stole Floating Point Units from Cyrix, and IP from Everyone.
6) 27:45 State Sanctioned IP Theft, and it was a Top-Down Order.
7) 31:00 How “Intel Inside” was used to bribe companies, and intimidate witnesses.
8) 34:40 How Intel recruited and planted spies.
9) 40:00 The OEM’s side of the argument
10) 45:45 When could AMD win a Price War? How can they beat Intel?
11) 51:50 Is AMD innovating too quickly?
12) 54:11 Is Intel’s culture less toxic in 2020?
13) 59:50 Will Intel get away with their old tricks in 2020?
14) 1:08:08 Long term is RISC-V & ARM the greatest threat to Intel?
Comments
Enron, eat your heart out.
The Immortal Cameraman
2020-03-22 04:40:53 +0000 UTCYes, excellent!
Jesse Jaskowiak
2020-03-13 15:53:25 +0000 UTCFantastic podcast! One of the best
nealx01
2020-03-12 15:27:16 +0000 UTC
