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| ▲ | AMDAnon 4 hours ago | parent | next [-] |
| They can't find new leaders! Sharon Zhou, VP who handles all our engagements with the frontier labs quit today to be an MTS at Anthropic. https://lnkd.in/p/g53S3-fG Sharon was the AI Chief of Staff brought in through an acquihire, managed all the high-visibility external/internal AI engagements, reported directly into Lisa Su, and was being groomed to be Lisa's successor. Even with all that, she couldn't make it 2 years at AMD. I don't see any way out of this hole. We can't fire our execs and promote internally because our internal directors/VPs are mostly non-technical. We've been trying to pull leadership in with acquihires but we've been losing them too. Best win was replacing Alan Lee w/ Anush Elangovan which finally got ROCm working but there's a massive re-org coming he might not survive. |
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| ▲ | amarcheschi 4 hours ago | parent | next [-] | | I can apply as a ceo if you accept master students. Having studied drama, I can definitely say I act better than pat gelsinger | | | |
| ▲ | mickeyp 4 hours ago | parent | prev | next [-] | | How sad. I remember buying an AMD K6-2 back in the day as it was cheaper and better. I've dropped in and out of the AMD sphere depending on who was winning at the given moment. Now they're both losing. | |
| ▲ | NooneAtAll5 4 hours ago | parent | prev | next [-] | | > our internal directors/VPs are mostly non-technical why not start with trying to fix that? | | | |
| ▲ | latchkey 41 minutes ago | parent | prev | next [-] | | Sharon was acqui-hired after Lamini failed to find product market fit, and she had to fire her co-founder Greg. Greg went to Tensorwave (another AMD play) and eventually quit there as well. The way I look at it, AMD and others dumped $25m into a very early AI play that never was going to be successful. I don't fault them for trying. There was no way she could even come close to successor of Lisa though. The grooming thing was a media play at best. Dr. Fei-Fei Li would be a heck of a lot more appropriate than Sharon. Anush is excellent and turned around the software story. If he goes, the party is over. | |
| ▲ | georgeburdell 4 hours ago | parent | prev [-] | | 100% Lisa Su is a control freak and thought Zhou was a threat. Cult of personality CEOs do not generally end well for the company | | |
| ▲ | josh_frome 2 hours ago | parent [-] | | Jobs being the exception that proves the rule | | |
| ▲ | justsomehnguy 9 minutes ago | parent [-] | | Jobs failed hard and was outed in the first place. And he didn't 'come back' he was quite literally bought in with NeXTSTEP. Don't forget $150M from Microsoft and the Office for Mac deal. |
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| ▲ | chorsestudios 5 hours ago | parent | prev | next [-] |
| Ryzen series chips might not have been released if AMD's entire leadership team was sacked many years ago. The heavy investments into HMB between SK Hynix & AMD might also not have happened. They went down this road before HMB demand popped off and it was a risky bet. |
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| ▲ | kcb 2 hours ago | parent | prev | next [-] |
| What are we talking about in this thread. This post is literally about AMD revenue going wild during the AI boom. |
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| ▲ | dingaling 2 hours ago | parent | prev | next [-] |
| "The fact that you can sit through both a mining boom and now a generational AI boom..." It's not necessary for every company to 'revenue maxx' by jumping on every trend. AMD made $3.5 billion in profit last year, money left over after all salaries were paid and all expenses were settled. It might be galling to this generation of avarists, but maybe that's enough? 'Doing a decent job' seems to have become seen as archaic these days, which explains much of how the stock market works. The line doesn't _have_ to keep going up faster and faster. |
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| ▲ | sofixa 6 hours ago | parent | prev [-] |
| Intel have gone through 3 leadership teams in 10ish years |
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| ▲ | georgeburdell 4 hours ago | parent | next [-] | | They brought back some questionable former managers like the guy responsible for 14nm, Sanjay Natarajan, which was the first process to get stuck with a protracted period of low yields. | |
| ▲ | mickeyp 5 hours ago | parent | prev [-] | | Gosh, you're right. I thought it was just one. |
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