Episode 496: It’s Not About Being Paranoid

This week, we discuss Intel’s CEO “resignation,” the rise of custom silicon, and the biggest announcements from AWS re:Invent. Plus, some thoughts on the simple satisfaction of label makers. Watch the YouTube Live Recording of Episode (https://www.youtube.com/watch?v=7pl48HWsZZA) 496 (https://www.youtube.com/watch?v=7pl48HWsZZA) Runner-up Titles re:Primitives Primitives, Re:invented Chatbots, Call Center Agents and Dev Co-Pilots. Thanksquitting Even the paranoid die Pardon me while I commoditize your business. Being paranoid has nothing to do with it This is a trailing indicator Robotic Cows. ARMchair Quarterbacking (that was funny!) Arm is going to get X86’d One Bill Rundown Intel Intel Announces Retirement of CEO Pat Gelsinger (https://www.businesswire.com/news/home/20241202016400/en/Intel-Announces-Retirement-of-CEO-Pat-Gelsinger) Intel CEO Forced Out After Board Grew Frustrated With Progress (https://www.bloomberg.com/news/articles/2024-12-02/intel-ceo-pat-gelsinger-retires-amid-chipmaker-s-turnaround-plan?embedded-checkout=true) Intel CEO Pat Gelsinger Resigns After Struggling to Turn Around Chip Maker (https://www.wsj.com/tech/intel-ceo-gelsinger-retires-leaves-board-cb2478e6?mod=mhp) Intel CEO takes his leave as ambition meets reality (https://www.theregister.com/2024/12/02/intel_gelsinger_leave/) Are Intel’s Problems Too Big to Fix? (https://www.wsj.com/tech/are-intels-problems-too-big-to-fix-442a7dd7) Nvidia Keeps Its Old Chips Selling Hot (https://www.wsj.com/tech/ai/nvidia-keeps-its-old-chips-selling-hot-2596f11e?mod=article_inline) AWS Re:invent 2024 Top announcements of AWS re:Invent 2024 | Amazon Web Services (https://aws.amazon.com/blogs/aws/top-announcements-of-aws-reinvent-2024/) CEO Matt Garman unveils the future of cloud with generative AI and agentic workflows (https://siliconangle.com/2024/12/01/aws-reinvent-2024-ceo-matt-garman-unveils-future-cloud-generative-ai-agentic-workflows/) Introducing queryable object metadata for Amazon S3 buckets (preview) (https://aws.amazon.com/blogs/aws/introducing-queryable-object-metadata-for-amazon-s3-buckets-preview/) Amazon EC2 Trn2 Instances and Trn2 UltraServers for AI/ML training and inference are now available (https://aws.amazon.com/blogs/aws/amazon-ec2-trn2-instances-and-trn2-ultraservers-for-aiml-training-and-inference-is-now-available/) New Amazon Q Developer agent capabilities include generating documentation, code reviews, and unit tests (https://aws.amazon.com/blogs/aws/new-amazon-q-developer-agent-capabilities-include-generating-documentation-code-reviews-and-unit-tests/) Build faster, more cost-efficient, highly accurate models with Amazon Bedrock Model Distillation (preview) (https://aws.amazon.com/blogs/aws/build-faster-more-cost-efficient-highly-accurate-models-with-amazon-bedrock-model-distillation-preview/) New APIs in Amazon Bedrock to enhance RAG applications, now available (https://aws.amazon.com/blogs/aws/new-apis-in-amazon-bedrock-to-enhance-rag-applications-now-available/) New RAG evaluation and LLM-as-a-judge capabilities in Amazon Bedrock (https://aws.amazon.com/blogs/aws/new-rag-evaluation-and-llm-as-a-judge-capabilities-in-amazon-bedrock/) Relevant to your Interests 1Password Interviewing Banks for Possible 2025 Public Offering (https://www.bloomberg.com/news/articles/2024-11-21/1password-interviewing-banks-for-possible-2025-public-offering) FTC reportedly opens antitrust investigation into Microsoft | TechCrunch (https://techcrunch.com/2024/11/27/ftc-reportedly-opens-antitrust-investigation-into-microsoft/?utm_source=dlvr.it&utm_medium=bluesky) This $89 Wi-Fi router is designed to let you run whatever firmware you want (https://www.theverge.com/2024/12/2/24310967/openwrt-one-wi-fi-router-available-price-software-freedom-conservancy) Some Simple Economics of the Google Antitrust Case - Marginal REVOLUTION (https://marginalrevolution.com/marginalrevolution/2024/12/some-simple-economics-of-the-google-antitrust-case.html?utm_source=rss&utm_mediu