blastdoor

Is Ted Lasso without Ted Lasso really Ted Lasso? 

Some wild guesses:

* M5 will have same CPU and GPU core counts with minor speed increases
* M5 will double the size/performance of the Neural Engine
* M5 pro/max/ultra will put the CPU + NE on one die and the GPU on another die
* People can mix/match pro/max/ultra CPU dies with pro/max/ultra GPU dies, so that you can customize whether you have a CPU-intensive, GPU-intensive, or both-intensive computer (but there would be limitations depending on the cooling capabilities of any given chassis) 

Mac revenue was largely static in Q1 2024 at $7.78 billion, while in Q1 2025, it rose to $8.987 billion

ajmas said:

Sounds like the only way for Intel to even to try to win Apple, or any other boundary would be to split. This would result in Intel becoming a chip design business only, while spinning off its foundry to a separate ISMC (Intel Semi-Conductor Manufacturing) or USSMC (US Semi-Conductor Manufacturing) business?

Ironically, the business attitude at Intel sounds very similar to that of other US businesses, such as Boeing and John Deer, which is hurting them.

I’d frame it as Intel becoming a foundry only and spinning off the chip design business. I think the design business is going to be less profitable long term than manufacturing. I know that’s contrary to conventional wisdom, but I think times are changing. 

sconosciuto said:

Enjoyed the backstory but really, I doubt Intel was ever seriously in consideration. Their arrogance with respect to customer requests is completely unsurprising.

We know that they were in serious contention back in 2007. Back then intel was the undisputed leader in manufacturing process and it was inconceivable at the time that anyone would ever surpass them.