Broken Silicon 39: How Intel Stole the x86 Market | Industry Analyst Mike Bruzzone (Patreon)

Mike 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://youtu.be/2kddcQuEgxo

https://www.nytimes.com/2020/03/01/technology/intel-culture-robert-swan.html

https://www.computerworld.com/article/3087148/eu-court-has-intel-inside-appealing-14-billion-antitrust-fine.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?