> Before about 2016, you could have said the same about Intel.
I'm going to guess that part of the problem is American business culture and ceding high level strategic decisions not to engineers but to MBA types. It's hard to see anyone falling the same way Intel fell looking at companies like Nvidia and AMD whom are both still (outside looking in) very much engineering driven.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.
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.