That there is no perfect defense. There is no protection. Being alive means being exposed; it’s the nature of life to be hazardous—it’s the stuff of living.
I was surprised to see that their negotiations broke down because of price/cost as opposed to technology (unproven node and to my knowledge intel doesn’t really have any experience with semi-custom x86 business).
Microsoft CTO Kevin Scott is of course not a reliable source due to conflict of interest and his position in the US corporate world.
If anything, the fact that he is doing damage control PR around “LLM scaling laws” suggests something is amiss. Let’s see how things develop.
It is very likely.