Broken Silicon

39. How Intel Stole the x86 Market | Industry Analyst Mike Bruzzone

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Mike Bruzzone joins to discuss the competitive landscape of x86 in 2020, and his history with Intel’s Anti-Trust Lawsuits.

Mike’s Blog: https://seekingalpha.com/user/5030701/instablogs
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  1. 1:13 Reverse Engineering Intel’s Costs, AMD’s plan for a Price War
  2. 9:50 Mike Bruzzone’s background
  3. 12:58 AMD’s Beta Validation Problem, good Techtuber Ethics
  4. 22:03 Will Linux break 10% marketshare?
  5. 23:53 Intel Stole FPU's from Cyrix, and IP from Everyone.
  6. 27:58 State Sanctioned IP Theft, and it was a Top-Down Order.
  7. 31:13 “Intel Inside” was used to bribe, and intimidate witnesses.
  8. 34:53 How Intel recruited and planted spies.
  9. 41:44 The OEM’s side of the argument
  10. 46:28 When could AMD win a Price War? Can they beat Intel?
  11. 53:30 Is AMD innovating too quickly?
  12. 55:54 Is Intel’s culture less toxic in 2020?
  13. 61:30 Will Intel get away with their old tricks in 2020?
  14. 1:09:49 Long term is RISC-V & ARM the greatest threat to Intel?
    15. https://youtu.be/2kddcQuEgxo
    https://seekingalpha.com/user/5030701/instablogs
    https://seekingalpha.com/instablog/5030701-mike-bruzzone/5366297-x86-2020
    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
    ...more
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