Thanks! That’s a really interesting perspective. From the outside, it’s hard to get a full view of how Pat was perceived by potential foundry customers or what was happening inside the boardroom. I actually watched Lip-Bu reading from the teleprompter at that recent Intel conference, and yeah, maybe I see what you’re saying. The tone felt more grounded compared to Pat.

The only sad part is… it feels like Lip-Bu might now need another 4–5 years to fix things.. . basically restarting the clock.