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 →
Answered raw tape
D 5 · C 4 · P 4 · Cm 4 4.30
Q A lot has happened in this past year. What has been the most surprising to you?
A Well, the most surprising that I don't learn from my previous job or even training is one day early morning, President Trump asking me to resign and a conflict of interest, and there's no exceptions. And so I had to convince myself, first of all, you know, I don't need this job. I do it purely to save Intel. And so take that personal issue out of the way. Then I figure out what can I do to be helpful to Intel? And so good news is, ah, I have a meeting, you know, Thursday morning, and then Monday I have the meeting, and then he listened to me. Like, I have a chance to explain myself. You know, I'm born in Malaysia, grown up in Singapore, went to MIT, and I live in US. I never lived outside country. And so something that I share, and then somehow he listened very well, and then he gave me the chance, and so I'm delighted.
AI assessment note: “the most surprising... is one day early morning, President Trump asking me to resign”
Answered raw tape
D 4 · C 3 · P 3 · Cm 3 3.30
Q Do you think there is something that investors, like, most misunderstand about Intel at this moment?
A Quite a few things. First of all, I think, um, You know, I said back to this, uh, crawl, run, and walk. Last four months I crawled. And then, but the people starting to recognize that potential of it. And so the other part is very important. We need to really get the best product out. Either PC client, we still have a market share, but we really need to really build more perform better performance. So that's why I'm quietly building up the CPU architect, GPU architect, and the software architect so that we can Leapfrog. Just like, I look at Intel, I want to be a multiple of startup culture so that we move fast and we can leapfrog using better technology. And then the other part is beside the product, there are some new energy coming in, like organic AI, the physical AI. That's a lot of area that we can invest. Market is huge. That's on the product side. And the Foundry side, we are very distant from TSMC. And then in terms of their performance, so that's, uh, we have to be humble looking at building the building block, like I mentioned earlier, the IP, the yield, the defect density, and the cycle time to make it more efficient and more reliable. It's a trust business. People want to trust you before they give you the wafer to count on you. So those are the things will take longer time, but I think by 32,032, 31, 32, I think I was starting to surface up. People may not understan…
AI assessment note: “People may not understand how big potential I can be in terms of product”
Partly raw tape
D 3 · C 3 · P 4 · Cm 3 3.25
Q What is your vision of where Intel should be in 10 years?
A Yeah, I think a couple of things. One, I always believe in when I was at Cadence and also at Intel, is first of all, you crawl, and then be humble, listen to a customer, and then secondly, you're starting to walk, and then finally, you're starting to run in spring. So that's kind of my culture of step by step doing it. And then first step for me is to strengthen my balance sheets, and the balance sheets really have Horrible in some way. So I'm delighted, you know, US government become a big shareholder. Just as I explained to President Trump, TSMC, when they started, they have the Taiwan government as a shareholder. If you look at Japan, you look at Singapore, this is an infrastructure US government get to provide the support. Secondly, very happy that Jensen Huang, my old time friend, he also put five billion, uh, in investing and support me. And I'm glad I at least do some good work. It's five billion become twenty five billion now and, uh, or more. And then the other part is SoftBank Master. I used to be at SoftBank board and then he lent a hand to help me. So we strengthened the balance sheet and then, uh, focus on the products. And I really simplify the product, listen to the customer and then drive the next generation leadership products. And then, um, In some ways, very lucky. Right now, the authentic AI and inference, CPU become, you know, highly in demand. And so, you …
AI assessment note: “So that's kind of my culture of step by step doing it.”
Redirected raw tape
D 2 · C 3 · P 4 · Cm 2 2.80
Q find new materials or find other workarounds. Yes. Um, and then the interesting question is, uh, and we've been talking about this for a long time. I remember 20 years ago, people were talking about how we'd eventually hit this, hit a point where we ran out of space on this, um, is do you run into some sort of asymptote that actually normalizes performance across different foundries or not?
A Yeah. Good question. In terms of like most law is a double, you know, and then the power and the cost, and then you can double the performance. But you cannot double down on the cost and area. So those are the thing you have to give, give way unless you find some new way of material, new way of design, and then become material science. I starting to hire more people in the material science. So that is kind of innovation in our area. How can we do that? And I still remember, 18 years ago, and I, I still investing in semiconductor. And actually most of the VC firm, some of them are very nice tier one venture firm, a good friend of mine. And now initially the partners meeting, the whole partners in the room. Then after I talking about semiconductor half make excuse to run out of the room. Then eventually the other half, they said available. Do you have any software service? So then they went left with only two sympathetically listen to me. So it's kind of the history have changed. And now, semiconductor, if you look at it, Jensen is a 5.3 trillion market cap company, and then Broadcom and TSMC is two trillion market cap company, and Lisa Su, my good friend at AMD, is almost eight hundred billion, and I'm close to six hundred billion. So in some ways, kind of, semiconductor become hot again, and it become essential, because 15 years, 20 years ago, When I invest in Semi Conductor, n…
AI assessment note: “And I still remember, 18 years ago, and I, I still investing in semiconductor.”
Not addressed raw tape
D 1 · C 3 · P 3 · Cm 3 2.40
Q Um, how do you think about the, the shift in global Supply chain for the semiconductor industry. Should certain countries invest more? Like, should Israel be doing more given, uh, Melonics and Nvidia and Intel presence there, and should they try to do more in semiconductors? Should other, should the Philippines move back to more of a manufacturing base? Like, how do you think about that on a global basis?
A Yeah, good question. So I think clearly the AI is changing the whole landscape, and I think the impact will be bigger than internet. And, uh, it's more profound also. So I think the AI, you know, initially is able to help you to do things more efficiently. And then with a lot of agent helping you, uh, to do things that is kind of mundane that you need to do, but now they can give it to you faster. So in some way, I think it can drive a lot of efficiency, even like semiconductor design, how much you can drive the efficiency in terms of timing, how quickly can you come out? And secondly, the cost. And so I think those will be helping you to drive that. And then I think couple of bottlenecks for the AI, you know, demand and growth. One is, of course, everybody knows power constraint. Some country, the power, they just don't have that. It got impacted. And then secondly, a lot of people didn't realize the helium impact can be also quite significant for semiconductor. And then the thirdly is everybody know right now, memory is the biggest shortage. And everybody tried to scramble for memory. And then even though you want to build a fab to capacity increase, it would take a couple of years to do that. And same thing for CPU, GPU, and all this will be highly demanded. And I think the, also the pricing also go up because we have to pass the price, the cost to the customer. So I think t…
AI assessment note: “clearly the AI is changing the whole landscape, and I think the impact”
Redirected raw tape
D 2 · C 3 · P 2 · Cm 2 2.30
Q mentioned in terms of future Either product development or impact of AI on the semiconductor industry. There's companies like periodic doing materials. There's two point folks working on the EDA side and design and other aspects and sort of throughout the chain, there's manufacturing. Um, do you think that either Intel or future semiconductor company 10 years from now looks radically different from today given AI? And if so, how?
A Yeah, I think so. I think first of all, uh, back to Sarah, your question about capital intensive. And a little bit unpredictable and cyclical. So you have to kind of put that into factor into your decision making investment. You know, I usually like to go in very early, put a team together. It's kind of fun to do that. I think you, you also do that. And then secondly, you try to find the right investor that can co-partner with you. Uh, it's not just the, whatever the brain and firm, I usually go for the individual. And if we're the individual that really knowledgeable in this space, you can, The most important to find a partner to difficult time and good time. A lot of the time people are very enjoyable working with you. It's a good time. When the company has no trouble, they just walk away. I like to have partner that really work through a lot of successful company. They have multiple times, almost bank club, that eventually take off. So I think it's important to find a partner willing to do that. And then the other part is look at what are the strategic investor. That can help you either in manufacturing or memory connectivity or various way to add value to the company. And also have a couple of friends that are in the growth stage and also in the hedge fund. And I really enjoy them because they have a different perspective. They know about the public market. You can guide th…
AI assessment note: “back to Sarah, your question about capital intensive. And a little bit unpredictable”
