He's too nice to call out the real problem, which is hubris.
Intel got arrogant, remained arrogant and despite getting absolutely pummelled by competitors on share price value, believes it is special.
Intel needs to realise it's not going to catch up TSMC and so should focus on cannibalising all other competitors and moving into spaces where TSMC doesn't operate. It's going to be a lower margin game from now on but Intel can survive. Oh and be the nicest folks in town, not the shit on the people we need like Gelsinger did.
Intel is in effect a Will Ferrell movie character. Character is arrogant, becomes arrogant and stupid in defiance, and potentially finally sees the error of its ways and grows a bit.
So I worked at LMAX during 2009-2011 when Martin Thompson, Dave Farley, Mike Barker, Chris Smith and Danny Yates worked on the Disruptor. It was in use in 2010 inside LMAX.
The heritage of Martin and Dave was video games rather than finance and they had the most input into it.
From a friend who worked in games, the general idea behind the disruptor had been in use in games for a while.
In finance, I know it goes back to Island ECN (which became part of NASDAQ). They had a small group of heavy talent that spread out to a number of high profile banks and prop shops. I've worked at a few places with the same architecture and it always seems to lead back to those guys at Island by a couple degrees.
I wouldn't be surprised if there was some cross pollination. I regularly read game dev blogs for ideas and information. While trading tends to have higher latency requirements and stronger networking requireemnts, games have other issues (the PCI bus and graphics card), but in the end there are a lot of architectural similarities and both tend to be a small group of highly skilled developers so you have a lot more freedom to chose complex index and advanced tooling.
I absolutely loved Thompson's blog. He hasn't posted in a decade, and that makes me sad. I learned so much from that. I used the term "mechanical sympathy" all the time now when speaking to starting developers and trying to explain how to write fast code.
I've just installed and configured KDE Neon Plasma 6 and I'm really liking it a lot. Feels closer to Windows than my other Ubuntu and Xubuntu installs.
Dutch directness, and as a consequence rudeness, is legendary. They'd be world champions at it. Add in a fair amount of arrogance and you've got a reasonable chance of being on the end of what most would describe as them being rude.
Here's an example, Two middle aged British couples go to a bar in Amsterdam, and quietly sit at a table in the corner having a few drinks. The bar then becomes a Karaoke bar filled with student aged locals who are very raucous, spilling drinks etc. At the end of the night, one of the men from one of the couples goes to the bar and gives the barman a tip equal to about 20% of that tables spend. The barman then proceeds to tell the man "I dislike British women". The Dutch barman thought that was acceptable and that there would be no recourse. If that were said in many parts of the UK there's a chance the barman would have a pint glass thrown at his head for saying such a rude and out of nowhere thing.
As a Brit who has been to many, many European countries, I can say there's only really two countries that are really different and that's France and The Netherlands. Neither of their general population really feels any obligation to be courteous or polite to foreigners. The locals from every other European country I've been to have been polite/not rude as a bare minimum.
Intel got arrogant, remained arrogant and despite getting absolutely pummelled by competitors on share price value, believes it is special.
Intel needs to realise it's not going to catch up TSMC and so should focus on cannibalising all other competitors and moving into spaces where TSMC doesn't operate. It's going to be a lower margin game from now on but Intel can survive. Oh and be the nicest folks in town, not the shit on the people we need like Gelsinger did.
Intel is in effect a Will Ferrell movie character. Character is arrogant, becomes arrogant and stupid in defiance, and potentially finally sees the error of its ways and grows a bit.