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Everything posted by boilerhorn
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Of the above list, Helton, Albin, and Monken are most interesting. Huff and Brohm less so. Not sure Odom would want to go there, as I could see him at a higher profile program in his next step. The others? Meh. Hard pass on Mack Brown.
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CEO of UHG Shot and Killed in NYC - WTF is wrong with you New York
boilerhorn replied to Bevo's topic in Daily Texan
Jesus, that is some top-shelf gallows humor. -
Holy shit balls is Intel (INTC) Fucked?
boilerhorn replied to immamac's topic in Business and Markets
Not sure how my comments were either anti-capitalist or a screed. Please elaborate. Re: AI. Around 2015-2016, there were dozens, if not hundreds, of AI startups in the marketplace. Many of them were focusing on specialized domain-specific architectures for accelerating AI workloads. Some focused on inference, some on training, some tried to do both. For most, the software problem was secondary. "We have this great new architecture with peak FLOPs of X." The assumption was that SW developers would flock to the best HW. However, for most of these firms, the SW was indeed the constraint. New models were being developed at breakneck speed; internal SW teams could not keep up, as the "we'll just deploy an army of SW folks to optimize to our HW" mindset failed. On top, nVidia had CUDA. While not perfect, it was low friction. It remains low friction today. Intel had a multi-pronged approach to AI. First, expand the x86 ISA - AVX, AVX512, AMX, etc. To the CPU architect every problem has a CPU/ISA solution - zero thought of adoption in the SW community and the inherent limitations of CPU vs. GPU in peak/effective performance. "If we build it, they will come." Second, Intel acquired several AI firms: Habana, Nervana, Movidius, Mobileye - for around $18B (Mobileye was $15B of that). Each of them - in some way - led the field in performance. For example, Habana had fantastic training performance numbers in MLPerf. Nervana is (more or less gone), Movidius is used in Intel's vision processing units, Mobileye was spun off, and trades at $13.9B. Habana created Gaudi, but the market acceptance has been low. Moreover, most key parts of the Habana team - innovators, developers, etc. - have left Intel. It seemed as though the strategy was "buy all the big names and see how it goes." -
Wikipedia summarized my recollection of Stephenson's ATT tenure quite well... During his tenure as CEO, AT&T acquired DirecTV for $49 billion in July 2015 and Time Warner for $85 billion in June 2018. According to Drew FitzGerald of The Wall Street Journal, Stephenson has "transformed the phone company he inherited into one of the world's biggest entertainment companies."[8] However, AT&T also failed acquisition of T-Mobile. On July 1, 2020, Stephenson retired as CEO of AT&T. He was succeeded by then-COO John Stankey.[9] At the time Stephenson announced his departure, it was acknowledged that the acquisitions of DirectTV and Time Warner had by this point resulted in a massive debt burden of $200 billion for the company,[10] forcing the company to cut back on its capital investments.[11] and In December 2020, the Financial Times said Stephenson's "legacy has been stained by poor acquisitions".[12]
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I am pretty sure that Purdue NIL is not in the upper half of Big10 teams. However, that is not what Walters said. He said, "I would have taken a deeper dive into where we were from a collective standpoint. When I got the job, they were right around 400 grand." He also stated that he did not know the state of the NIL collective, which I find very strange. I know that Purdue merged its collective with the AD fundraising arm (John Purdue Club - JPC) very early and that it's not clear if JPC has its act together. He inherited a team that had just played (and gotten whipped) in the Big10 championship game. And many of the more interesting players had transferred before he arrived or were leaving for the NFL (4th round WR Charlie Jones, 4th round QB and occasional Raiders starter Aidan O'Connell, 5th round TE, 7th round CB, 7th round OLB). Walters was in over his head from the outset: lots of outgoing players (NFL, transfers), some transfers, did not really understand the NIL situation, brutal schedule (#8 this year - UND, PSU, OSU, Oregon, Indiana), etc. However, this year's team was uncompetitive. The only P4 games they were remotely "in" were Michigan State, Northwestern, and Illinois. They led Nebraska for a few mins in the 3rd quarter, but the 2nd half was uncompetitive. That all said, I agree with the assertion that Purdue will be a perennial bottom dweller w/o an improvement in the NIL space. Purdue has a large alumni base (#10, IIRC). The most rabid support goes to basketball, as you might expect. And, to my knowledge, there is not a high-profile billionaire who is willing to drop 1% of their net worth into sports - or at least no one who is willing to talk about it. While behind many larger schools, alumni are stepping up on the academic side. Commitments are up 51% in the past 4 years. Philanthropic cash is up 71% over the past 4 years. They'll drop $25mm to put their name on a building I am cautiously optimistic, but also pragmatic.
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Holy shit balls is Intel (INTC) Fucked?
boilerhorn replied to immamac's topic in Business and Markets
My dad was based in Austin from 1978-1985 in the business/planning domains. I had forgotten about all of the ancillary businesses they had at the time. Templeton's decision to focus was a good idea. 99/4 and 99/4a were fantastic for me to play with. I saved my money to buy a patch cord to allow me to save programs to a cassette tape. A friend's father was a SW developer and was able to procure a floppy drive. The speedup was amazing. And who can forget the Little Professor and Speak and Spell? Non sequitur, somewhat... In the mid-late 80s, UT ECE hired a few industry luminaries into its department. Harvey Cragon left TI to join the UT faculty; he was a fully-tenured, chaired professor with only a bachelor's degree. Cragon worked with Jack Kilby on an early TI computer for the air force, on TI's supercomputer, and later its DSPs. I took several of his classes and kept in touch with him until around 2014. He passed away in 2018. -
Not sure if this is the best thread for it, but Dana Dimel died today, age 62. https://www.espn.com/college-football/story/_/id/42757313/dana-dimel-illinois-assistant-former-head-coach-dies-62
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Holy shit balls is Intel (INTC) Fucked?
boilerhorn replied to immamac's topic in Business and Markets
I have not followed TXN very closely since my father worked there when I was in MS and HS, which was fairly long ago. I recall the 99/4 and Professional Computer from that era What did Templeton do that made them more lean and targeted? Also, when Intel announced 15k layoffs in August, several folks in my network wondered if Gelsinger wasn't significantly undercalling the required streamlining. Many large companies have cultures that prefer # of people over quality of people and everyone believes they need more people - not more highly skilled people. -
Holy shit balls is Intel (INTC) Fucked?
boilerhorn replied to immamac's topic in Business and Markets
Gelsinger is by far the most technical CEO Intel has had in some time. Key architect of the 386 - which bailed out the 432 failure, post 286 Chief architect of the 486 Key technical leader of the CPU group, then company CTO, until they pushed him out during the Larrabee program When he returned, he wanted to recreate a Grove-ian culture, which is good prima facie, but ignores many past realities that no longer exist. Intel was one of about 4 groups developing CPUs in the 80s and 90s: Intel, IBM, DEC, Motorola. Now, Apple, Arm, Amazon, AMD, nVidia, Google, MIPs, and a bevy of RISC-V startups all compete for CPU design talent. Each are "sexier" than Intel in some form or fashion, In the late 1990s to around 2014, Intel was 1.5-2 generations ahead of all other companies in process technology. That allowed them to develop higher performing, lower power, lower area CPUs than any of the competitors. Intel had superior microarchitectures to all competitors - and this is largely due to #1 and #2. Intel played hardball with the box movers (Dell, HP, etc.) when those companies entertained alternatives (AMD, VIA, Transmeta, Cyrix). None of those advantages exist today. I suggest that Intel succeeded despite Grove's approaches and processes, not because of them. Or his approaches helped manage a complex and growing organization that benefitted from competitive advantages. Bringing back Grove's OKR approach to program and people management was not going to solve the problems, but it sounded good. IMO, focusing on fixing the FABs/process was the right approach. Client market share was eroding to AMD and Apple. Server share was eroding to AMD, Arm, and the vertical integrators. GPU has always been second and third tier (to nVidia, AMD/ATI, imagination, S3). Some of that market erosion is b/c of FAB problems. Get that fixed, get external customers to the fab, AND get subsidies for on-shoring of semiconductor supply chain. Profit. I think they planned as if 2021 levels of revenue would persist through 2024 - and the CFO often noted "this was not in our models" in quarterly earnings discussions - not good. I believe Gelsinger was pushed out once the CHIPs check cleared. The market has punished this decision to the tune of $10B since an intraday high of $25 yesterday, closing at $22.47 today. -
Caserio makes a good point about team contact with a suspended player. Azeez may indeed need some support, etc. and the Texans can do that. That said, he's not in such a bad situation if he (1) did not have a history of this type of play (4 fines in the recent past) and (2) he did not go bananas afterwards.
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Guilty. Cliff Gustafson's phone number was also in the book. I recall a middle-school friend calling it asking for an opportunity to be a batboy. Cliff asked him to call the UT baseball office the next day.
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Rex makes a lot of sense here. I also agree there needs to be an augmentation to the rule that allows the running-oriented QBs to exploit the rule (Allen and Mahomes are some of the examples). Rex looks tan and rested. I wonder if he has been retread too many times to be considered again as a coach - not likely in the offense-oriented hiring that's been going on, but pairing him with a young up-and-coming OC might be interesting.
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Including the INT return yardage and TDs, he threw for 668 yards and 6 TDs. I know it does not work that way, but he had quite the night. Already been said, but that is the Jameis Winston experience.
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Reddit (the font of all knowledge) person following Utah indicates Arbuckle and Mateer were a package deal. UU was outbid. Could be wrong, but it smells like a good story
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Not sure what to think of this other than it seems to be a reach. As WKU co-OC/QB in 2022, he had QB Austin Reed, now a backup w/ the Bears. Reed ended the season with 4744 passing yards across 14 games and the team had a total of 7000 yards of offense. There was a notable dropoff in 2023 - Reed remained the QB. As WSU OC in 2023, he had QB Cam Ward (now at Miami). Ward had 3700 yards passing and the team had 5000 total yards across 12 games. As WSU OC in 2024, he had QB John Mateer. Mateer threw for 3200 yards and the team had 5200 yards across 12 games - and weaker schedule. There are indications that Mateer will enter the transfer portal. ESPN reports it is a 3 year contract.
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I disagree. Purdue is one of the 20 or so athletic departments that do not take subsidies from the university. In the past 35 years, they've had some uncompetitive eras (Akers, Colletto, Hazell, Walters) and some competitive eras (Tiller, Hope, Brohm). Purdue was 8-6 in 2022 and 9-4 in 2021. That includes wins over #2 Iowa, #3 Michigan State, and two more top-25 upsets - and that was not very long ago. I attended both the UND and Nebraska games this year. Both were sold out. Northwestern also sold out. The other home games were within 4k of capacity. The support is there. The product this year was bad - and they took a step toward fixing it today. The right coaching staff (see Indiana) can turn around a perennial doormat rather quickly these days. They lost Scourton (10 sacks in 2023) to aTm (6 tackles last night) and several other players to the likes of Aggy, Vandy, and MSU. Deion Burks (top WR) left for OU. To me that was a sign that Walters was in trouble: top players leaving. It may be supporting your point of NIL, though, but we shall see. A competent coaching staff gets at least 5 wins out of the roster there. And a competent coaching staff also recruits better and builds a program.
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Ryan Walters out at Purdue. $9mm buyout. 1-11 this year. 0-9 in conference. Lost 66-0 to Indiana yesterday. I predicted around 50+ earlier in the year. Other losses of note: Notre Dame: 66-7 Nebraska: 28-10 (had more penalty yards than offense yards mid of 4th) Wisconsin: 52-6 Oregon: 35-0 tOSU: 45-0 PSU: 49-10
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Average: 8.1-4.5 Median: 8-5 Best: 11-2 (2012 - Sumlin) Worst: 5-7 (2022 - Jimbo)
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Quinn "La Joya" Ewers - The Man The Myth The Mullet
boilerhorn replied to Coach pop a bitch's topic in Football
@StassneyHorn posted it on the previous page. I'll include again. Also - a couple of clicks at ESPN will yield the same result https://www.espn.com/college-football/player/splits/_/id/4889929/quinn-ewers -
Kind of reminds me of the old saying, "Rufus transferred from Duke to Texas A&M and the collective intelligence of both places went up." Here - Elko moved from Duke to Texas A&M - and the records improved in both places.
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Game Week 14, 2024- Texas v Georgia SEC Championship Game
boilerhorn replied to Wulaw Horn's topic in Football
*cachet pedantically.... -
NSIAP
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Not sure he understands the meaning of carnage. Mayhem? Maybe. Carnage? Hell no.
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Kalel Mullings interview at the end was great. "Players need to learn how to lose."
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