Something I was thinking about the other day: All the mega successful chip companies at the moment: TSMC, Nvidia, Samsung - are all lead by founders or family of founders. It got me wondering that if you really want to innovate in the most innovative industry in the world, you need more skin in the game than stock options. Gelsinger was the closest thing Intel had to a founder-leader, someone who deeply cared about the company and its legacy beyond what they paid him, and was willing to make tough decisions rather than maintain the status quo until his options vest.
Something I was thinking about the other day: All the mega successful chip companies at the moment: TSMC, Nvidia, Samsung - are all lead by founders or family of founders. It got me wondering that if you really want to innovate in the most innovative industry in the world, you need more skin in the game than stock options. Gelsinger was the closest thing Intel had to a founder-leader, someone who deeply cared about the company and its legacy beyond what they paid him, and was willing to make tough decisions rather than maintain the status quo until his options vest.
I wonder if this is the nail in the coffin.