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jjoonathan | 1 year ago

She turned the company around and got it on the right path, but in interviews I get the feeling that she might also be responsible for the "Hardware 1st, 2nd, 3rd, 4th.... eh, maybe software can be 5th" culture and AMD's deep denial that it has a problem.

https://news.ycombinator.com/item?id=40790924

That was OK for the CPU turnaround, but on the GPU front it completely shut them out of the first rounds of the AI party and maybe a trillion in market cap.

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bavell|1 year ago

I'm hopeful and optimistic for AMD but if anything were to make me bearish on their prospects, it'd be this.