That’s just what happens to CEOs of publicly traded companies when they have a bad year. And Intel had a really bad year in 2024. I’m certainly hoping that their GPUs become serious competition for AMD and Nvidia, because consumers win when there’s robust competition. I don’t think Pat’s ousting had anything to do with GPUs though. The vast majority of Intel’s revenue comes from CPU sales and the news there was mostly bad in 2024. The Arrow Lake launch was mostly a flop, there were all sorts of revelations about overvolting and corrosion issues in Raptor Lake (13th and 14th gen Intel Core) CPUs, broadly speaking Intel is getting spanked by AMD in the enthusiast market and AMD has also just recently taken the lead in datacenter CPU sales. Intel maintains a strong lead in corporate desktop and laptop sales, but the overall trend for their CPU business is quite negative.

One of Intel’s historical strength was their vertical integration, they designed and manufactured the CPUs. However Intel lost the tech lead to TSMC quite a while ago. One of Pat’s big early announcements was “IDM 2.0” (“Integrated Device Manufacturing 2.0”), which was supposed to address those problems and beef up Intel’s ability to keep pace with TSMC. It suffered a lot of delays, and Intel had to outsource all Arrow Lake manufacturing to TSMC in an effort to keep pace with AMD. I’d argue that’s the main reason Pat got turfed. He took a big swing to get Intel’s integrated design and manufacturing strategy back on track, and for the most part did not succeed.

Being a private company has allowed Valve to take some really big swings. Steam Deck is paying off handsomely, but it came after the relative failure of the Steam Controller, Steam Link and Steam Machines. With their software business stable, they can allow themselves to take big risks on the hardware side, learn what does and doesn’t work, then try again. At a publically traded company, CEO Gabe Newell probably gets forced out long before they get to the Steam Deck.

We need a pithy, demeaning nickname to sum this up, something that’ll really get under his thin skin. I’ll suggest PINO, “President In Name Only.” Open to suggestions tho!

As a Canadian, I’m all for targeting red states where possible but I fully expect the blow back to hit all Americans. Tariffs are a relatively blunt instrument. If we put a 25% tariff on softwood lumber for example, I don’t think we get to say that only purchasers in red states have to pay it. Every American purchaser has to pay an extra 25% for those 2x4s, or car parts, or potash, or crude oil, or electricity, or aluminum, or steel, or raw minerals. Those purchasers will inevitably download that cost onto their customers, which means that ultimately American consumers collectively are going to foot the bill.

Some of these Canadian response measures will even come back to harm Canadians! There are plenty of instances where Canadian companies sell raw materials to US companies and then Canadian consumers buy back finished products that incorporate some of those materials. As such, some of the added cost of Canadian tariffs is going to be paid by Canadian consumers. Regular citizens on both sides of the border are in the some boat, and Trump put us there with his stupid, stupid choice. Canadian or American, we would all do well to remember that because I’m sure that Trump would love nothing more than to see us divided and hating one another.

I’m sorry for the economic damage that this fight is going to cause all of us, on both sides of the border. Please remember that Trump started this fight, and Canada will not roll over. I think Liberal leadership candidate Mark Carney summed it up best in this BBC interview. The whole interview is worth a watch, but the link goes to the highlight to which I’m referring. Here’s the transcript of that highlight:

Interviewer: It’s pretty clear that [Trump] thinks [Canada] can be pushed around.

Carney: We can’t.

Except the car’s HVAC system passes air through a filter. How much of a difference that makes is going to depend on the type of filter and whether it’s been changed sufficiently often, but it’s definitely doing more than nothing.

I’m all for de-Googling, but… is it possible that Restricted in this context mean those apps have no data usage because they’re restricted from using it? It could be trying to say that the app is restricted, not that you’re restricted.

Anything that pushes the CPUs significantly can cause instability in affected parts. I think there are at least two separate issues Intel is facing:

• Voltage irregularities causing instability. These could potentially be fixed by the microcode update Intel will be shipping in mid-August.
• Oxidation of CPU vias. This issue cannot be fixed by any update, any affected part has corrosion inside the CPU die and only replacement would resolve the issue.

Intel’s messaging around this problem has been very slanted towards talking as little as possible about the oxidation issue. Their initial Intel community post was very carefully worded to make it sound like voltage irregularity was the root cause, but careful reading of their statement reveals that it could be interpreted as only saying that instability is a root cause. They buried the admission that there is an oxidation issue in a Reddit comment, of all things. All they’ve said about oxidation is that the issue was resolved at the chip fab some time in 2023, and they’ve claimed it only affected 13th gen parts. There’s no word on which parts number, date ranges, processor code ranges etc. are affected. It seems pretty clear that they wanted the press talking about the microcode update and not the chips that will have the be RMA’d.