Last week I asked ChatGPT for a list of coding AI agents and what was unique about each one, just to see what was out there. It spewed out a whole bunch, including a few that weren't real agents, just tools like static code analyzers.
Funny enough, Claude Code wasn't on the list. I had to ask explicitly "what about Claude Code?" Only then it generated a separate list with some overlap, also with irrelevant tools, that included Claude.
Laughed at how petty it was. Like Bing search not returning anything with Google in the name.
Microsoft's already signalled they're leaning toward ARM, especially with AI NPUs.
Cloud providers are big into AMD.
There's no Intel phone or tablet story.
Nothing in embedded since they killed off Atom.
NVidia's eating their lunch on medium to high-margin GPUs. Gaudi is out there, but everyone's talking about H100s and 200s. Added insult to injury: getting dropped off of DJIA in favor of Nvidia.
If they kill off foundries, what else is left going forward? Enterprise servers? Their stake in Mobileye? Cheap laptops?
What am I missing?