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Initially Apple only contributed $3 million in 1990. If they had bought back some AAPL stock instead it would be worth $1.5 Billion today.

No, but its a far more nuanced situation than the event suggested.

The hardware is pretty good, but it's launching late next year, M3 and Meteor Lake are on the market this year. Heck you could argue that Arrow Lake mobile, Lunar Lake and Zen 5 mobile are the actual competition due to release windows.

The GPU drivers clearly need work as seen by the 2 games they showcased performing worse than AMD's 780m (and likely Meteor Lake), despite being better in synthetics.

WoA is still not good, and nearly every Windows application will need to be emulated for the Elite X/any Arm chips. That wont change anytime soon as Qualcomm has no chance of outselling Intel or even AMD. So why would developers cater to Arm when billions of people already have x86 computers and x86 will outsell Arm on PC for the foreseeable future.

Limited partners with likely limited models. If you want a Windows PC, you can get whatever you want, beefy desktop replacement, ultrabook, even dual touch screen, there are countless options, and countless products on sale. Having the choice of like 12 different Elite X laptops is severely limiting, especially when Windows laptops are all over the place in price points and quality. Obviously if it sells well the number of models will grow, but someone has to early adopt it.

Pricing will probably be $1200+ for these laptops, that's premium laptop territory, and WoA is not a premium experience, I would not pay premium pricing to beta test for Qualcomm either. We've already seen Meteor Lake's highest core configuration up for pre-order for under $1000 for one model, and in 6-8 months those laptops will be on sale, and significantly cheaper than brand new Elite X laptops.

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So at the end of the day, it simply doesnt look that compelling, despite the good hardware, there are a lot of other factors that drag it down while competition is stronger than ever.

This whole OpenAI saga has been crazy. I have no doubt Hollywood will make a documentary or even a movie about it.

Pretty impressive that Intel is already competing with AMD's best mobile IGP. Intel would've even been ahead if they actually brought the 192 EU Meteor Lake IGP die like they originally marketed. We never got a reason why it went from 192 EU to 128 EU, but there was that rumor that Intel was supposed to use some N3B for MTL but that clearly didnt happen.

Really excited for this competition. Hopefully AMD brings some good RDNA 3.5 designs for 2024, because Intel will probably bring out a 192 EU Battlemage on N3E die for Arrow Lake mobile late in the year.

It's slightly complex, as there are two metrics it needs to be under.

See this chart:

https://cdn.mos.cms.futurecdn.net/dHjnhPMk93HuDPBYnXBzLV.png

Total Processing Performance (TPP) is essentially the listed processing power multiplied by the length of operation (e.g., FLOPS or TOPS ‘8/16/32/64) without sparsity

Performance Density is counted by dividing TPP by the die area measured in square millimeters

Not sure I really see the point at this point.

In terms of performance the 5800x3D lost its gaming crown to raptor lake and Zen 4, which are also much better at MT and oddly cheaper (13600k, 7600(x), 7700x).

The 5600x3D is on sale at Microcenter for $199, it couldnt even hold MSRP for 3 months. These new SKUs are bins with 400MHz less max boost, nearly a 10% decrease from the exist x3D SKUs. Zen 3 came out 3 years ago, and prices have nosedived so most people on AM4 probably already have Zen 3 at this point.

I just dont see how these parts fit in. At Microcenter prices are:

5800x3D: $319

13600k: $269

12700k: $269

7600: $199

12600k: $199

5600x3D: $199

5700x: $169

Intel > Qualcomm > Realtek > Mediatek.

Get an AX210 or AX411, the later is technically better but is only compatible with Intel CPUs that support CNVio2.

The example you chose is a terrible one, as for those that dont know that behavior is INTENDED by the Handbrake developers, This has been a known thing since Alder Lake's launch. The developers didnt ever want Handbrake to use 100% of your system, so its flagged as a low priority process so you can still use your PC without it being lagged out while encoding. So the scheduler sees that and will free up the P-cores when you put another window in focus, so you can use your system without lag, while the e-cores encode in the background.

If you go through the github you'll see the developers tell people they can override this manually, but the current implementation is exactly how its supposed to work.

You cant blame Thread Director or Windows scheduling for this specific case with Handbrake as its what the developers intended.

Intel at this point abandoned ship on any gaming competitiveness.

These takes are insane. Like what kind of thermal paste are you eating?

Zen 4 vs 13th/14th gen, Intel wins in gaming. It's only Zen 4 x3D that edges Intel out, and only by a few percent at 720p and 1080p. Saying they abandoned gaming competitiveness is not even remotely true.

https://www.reddit.com/r/hardware/comments/17ej64v/intel_raptor_lake_refresh_14th_core_gen_meta/

https://www.reddit.com/r/hardware/comments/yehe1s/intel_raptor_lake_meta_review_28_launch_reviews/

If Intel in the response to HUB says "We have no plans to support previous generations for APO", how else are you supposed to interpret it?

When a reviewer or journalist reaches out to companies, they usually get a response from someone that has no technical knowledge or insight on future products or changes, unless the inquiry is very serious and then it gets forwarded internally.

Im not saying this wont possibly stay exclusive to 14th gen and beyond, but this response is almost certainly by someone that has zero knowledge of how APO works, what the team working on APO is doing, and if it will come to older generations and what games they are currently testing.

It's the exact opposite of what you're saying.

Intel's E-cores + Thread Director work perfectly fine 98% of the time, but there are edge cases where the Windows Scheduler cant get it right, even with the hints from Thread Director, and that's where APO comes in, to manually force the correct scheduling.

Also lets not pretend that AMD isnt suffering scheduling issues themselves, the 7950x3D and 7900x3D are shunned because they have WORSE scheduling in games as they rely on the Windows Scheduler to just try and figure things out itself, and that doesnt usually work with 2 CCD's with one having a higher frequency and the other more cache.

I actually want to have a 3D construct where I have lots of cache in a base die, and put the advanced computing on top of it into a 3D sandwich, and now you get the best of a cache architecture and the best of the next generation of Moore’s law

Not the first time Pat has mentioned a desire for a stacked cache product.

In no way do I think that just because we’ve now demonstrated 18A

Lunar Lake? There is a debate on whether Lunar Lake is actually 18A or 20A. They demo'd Lunar Lake last month, but with it being so early there is speculation if it was actually on 18A, but this suggests that it actually was?

Now, on the other side of it, though, I have to create clean separation between these two businesses and that’s what the internal Foundry model is all about, because I need to be able to go to Qualcomm or AMD or—

Literally calls out AMD as a potential foundry customer and the cliffhanger or would most likely be Nvidia.