The Exchanges

Every argument clarity score on this site is built from rows on this page. Each question and answer was assessed with names hidden, the host's own answers included, on four things from 1 to 5: directness (does it answer the question asked), coherence (do the ideas follow), precision (concrete details and clear references), compression (says a lot per word). The weighted mix (30/30/25/15) is the exchange score. A person's published score averages their exchange scores on raw tape only, at least 8 of them, shrunk toward the cohort mean. Full method →

Pat Gelsinger no published score: only 2 usable exchanges on raw tape, and a fair score needs 8+ record → ← everyone

Every exchange below was scored with names hidden, four dimensions each from 1 to 5. An exchange's score is 0.30·directness + 0.30·coherence + 0.25·precision + 0.15·compression. The published score averages the raw tape exchange scores and shrinks small samples toward the cohort mean, so five great answers can't beat twenty good ones. Produced feed rows count only toward coarse estimates, never toward a full score.

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2exchanges match
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Answered raw tape D 5 · C 5 · P 5 · Cm 4 4.85

Q mean, it does seem like what you're saying though, is that this Landscape is going to be a lot more competitive than it has been previously. I mean, you have a company like Nvidia that added, what, six hundred billion dollars to its market cap in one year. Like, there are going to be others that are going to be trying to get in. Does that sound right to you?

A Absolutely. You know, and I sort of put them into two classes, uh, Alex. There's going to be those that build their own, you know, and that's what you see Amazon, Microsoft, Google are doing. They're going to say, hey, I'm going to own this and do this myself. And then there's going to be the general providers in the marketplace, and that's going to be Intel, AMD, Nvidia, I think will be the three big ones in that space. So there's going to be do it ourselves. We're going to own the full stack of hardware and software. You know, which is the big cloud guys. And then there are those who say, Hey, I'm going to sell my chips to everybody. And I expect those would be the big three.

AI assessment note: “Absolutely. You know, and I sort of put them into two classes”

Answered raw tape D 5 · C 5 · P 5 · Cm 4 4.85

Q Okay. So wait, which, which part are you going to compete in then both or both?

A Yeah. You know, we're going to, you know, cause I want to be a foundry to what Amazon does, what Microsoft does, what Google does, and I'm going to sell my chips and I'm going to sell my chips to the enterprise customers who want to do this with their data on premise. As well as to the big cloud guys as well. And today, you know, biggest customers for Nvidia today are probably Microsoft who's putting up their big farms, but they're saying, Hey, no, I'm going to build my own ship. I'm going to build Maya so that I do just like what Google is doing with their own TPU as well. I want to own that margin and I'm going to do it on my architecture as well. So Intel, I think uniquely has two bites of the apple here to pursue.

AI assessment note: “I want to be a foundry... and I'm going to sell my chips”

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