My take on Intel's CEO change is up: "Intel Corp. now has a fighting chance. After a series of stumbles in recent years, the storied chip giant has found a new leader with the expertise it needs to spark a turnaround." $INTC bloomberg.com/opinion/articl…
"Gelsinger may have the perfect background .. spent 30 years at Intel ..chipmaker’s first CTO ..was the chip architect of one of Intel’s seminal processors - the 80486. If there is anyone who has intimate knowledge of the company, its technology and capabilities, it’s Gelsinger."
"technical expertise is perhaps the most important attribute for success. Shopify CEO .once noted that the only reason he’s able to know which initiatives to fund, how long projects will take .because of his training as an engineer. Swan didn’t have this ability. Gelsinger does." 
"Changing CEOs isn’t going to instantly change Intel’s fortunes. Any decisions Gelsinger makes this year will take years to play out. But the executive is a great choice and exactly what Intel needed."
What Intel needs is more engineering, less McKinsey and MBAs h/t @RobK
https://twitter.com/firstadopter/status/1308545789510254597
Love this. Quintessential American success story: "18 years old and without [college degree] Gelsinger took a job at Intel as a quality-control technician .. drew the attention of .. Andy Grove .. [who] mentored @PGelsinger for decades" by @ampressman fortune.com/2021/01/13/int…
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