The second reason why that 2013 headline was overly optimistic is that by that point Intel was already in major trouble. What is more concerning is that the question is no longer about seizing an opportunity but about survival, and it is the United States that has the most to lose. ![]() The misplaced optimism is twofold: first there is the fact that eight years later Intel has again appointed a new CEO (Pat Gelsinger), not to replace the one I was writing about (Brian Krzanich), but rather his successor (Bob Swan). ![]() ![]() One of the first Articles on Stratechery, written on the occasion of Intel appointing a new CEO, was, in retrospect, overly optimistic.
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