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Wendell from Level1Techs joins to discuss the long term competitiveness of AMD, Intel, & Nvidia.\nSPON: brokensilicon = -25% off Windows, dieshrink = -3% off Everything: https://biitt.ly/shbSk\nSPON: Get 10% off Tasty Vite Ramen with Code \u201cbrokensilicon\u201d at: https://bit.ly/3oyv4tR\n\n0:00 Who is Wendell?\n8:12 How is Intel doing? Is Pat succeeding?\n21:09 Why can't Intel launch anything on time?\n31:27 Raptor Lake vs Zen 4 Raphael - Does this matchup matter?\n45:50 Why AMD doesn't care if they lose desktop performance by 5-10%\n50:37 AMD Financial Investor Day Thoughts\n57:02 Balancing Compute & Gaming Performance in GPUs\n1:10:36 Steam Deck & Linux Gaming\n1:23:25 Intel Fishhawk Falls, Threadripper, Siena\n1:39:38 AMD Software\n1:47:33 How will AI Engines help the average user?\n1:56:55 Nvidia Lovelace Power Draw - A sign of the future?\n2:07:52 What do AMD, Intel, and Nvidia each need to focus on for success?\n\nLevel1Techs: https://www.youtube.com/channel/UC4w1YQAJMWOz4qtxinq55LQ\nPrevious Level1Techs Episode: https://youtu.be/Lm1IGCb2KH8\nLow Latency Developer Tom Mentioned: https://youtu.be/B-Nti0FhRb8\nDave Eggleston CXL/Optane/Memory Expert Episode: https://youtu.be/mCxHcvtpfAk\nhttps://ir.amd.com/news-events/analyst-day\nhttps://en.wikipedia.org/wiki/Ice_Lake_(microprocessor)#Xeon_Platinum_series\nhttps://www.tomshardware.com/news/intel-delays-xeon-scalable-sapphire-rapids-again\nhttps://www.amd.com/en/corporate/pensando-acquisition\nhttps://www.intel.com/content/www/us/en/products/sku/212287/intel-xeon-platinum-8380-processor-60m-cache-2-30-ghz/specifications.html