Its interesting but its missing a lot of key information.
AMD did spend the early days of its life copying Intel's designs, and they were reprimanded for that in the courts, all true. They were copies of Intel's early chips.
However, what is still disputed, to this day is the chips they designed after that fact, the reason why its disputed is because Intel took them back to court but couldn't convince the courts they were still the same design, because they weren't, it is a little odd that he would tell the story from Intel's perspective on that, the courts don't agree with Intel, saying "oh its disputed" while framing it like that is a bit off!
IBM Stipulated Intel must second source manufacturing from AMD, To get the contract Intel agreed and licenced X86 to AMD, however Intel never put a single order in to AMD, as a response to that AMD began making their own X86 CPU's.
AMD didn't "steal it" they were licenced to make it, AMD reversed engineered Intel's CPU because they never actually received to IP tapes from Intel, as agreed they would.
Why after AMD "stealing" Intel's designs would Intel then agree to licence the X86 IP, that doesn't make any sense, if i lend you my card and i don't get it back i don't then say "oh its fine you can keep it" i'd be suing you.
That's a fundamental part of this story he left out.
The patents that he's talking about is AMD64, Its the 64Bit, which came decades later, its what we now know as X86_64, the X86 potion is Intel, the _64 portion is AMD.
On your Intel system go to C/Windows/WinSxS what you will find is this.
How did AMD manage to go from the verge of bankruptcy to being one of the most valuable tech companies of all time? Intel and AMD are raging one of silicon v...
youtu.be
This came about because in the 1990's the X86 licencing agreement was coming to an end and Intel was gearing up to not renew it, as was their right, AMD, seeing this coming designed the 64Bit portion knowing it would advance PC computing to such an extent people couldn't do without it, they were right about that, the Opteron 64 was the most successfully data centre chip in history and Intel knew they had to respond, they did this by trying to design their own competing 64Bit extensions, Intainium, it was a complete failure, big, hot, used a lot of power and was slow, because it failed Intel was forced to adopt AMD64, (X86_64)
He left all of that out too.
AMD's Opteron chips for server actually beat the Xeon's so bad that Intel actually ended up ditching their entire design architecture altogether, AMD wasn't just fighting Intel on all fronts, they were winning.
Sound familiar?
Next: while he didn't leave this out, he tells this story after the fact, as if it had nothing to do with AMD years of stagnation. Intel didn't just go back to out designing AMD again, as he puts it.
Not before paying those people who had been buying AMD's chips instead of Intel's chips, because they were better, not to use AMD chips at all, and this time Intel was reprimanded for that in the courts.
That left AMD virtually penniless and on the brink of bankruptcy, its easy to say "Intel came back at AMD with better chips" and leave out that because of Intel's illegal actions AMD had no money to R&D next generation chips.
That court case has been settled, its only on going because Intel has spent the last 20 years appealing it, again this is framing it from how Intel would want it viewed.
Meanwhile AMD dominates the console market, the PS5 actual runs an AMD CPU and an AMD GPU.
So does the XBox One, and the Steam Deck.
Also AMD didn't abandon the Mobile market, the latest Samsung Mobile Phones and Tablets run AMD Graphics. There is nothing from Intel or Nvidia in any mobile phone.
How could you pretend to be so knowledgable and get that so wrong?
He ends by saying:
Now Intel has their own new CEO so the war is back on.
I think this video is designed to calm the nerves of Intel's investors, it tell's the story how Intel would want it told and its implying that Pat Gelsinger would put Intel back on top, to use his own words "AMD are now back in the rear view mirror" he had to walk that comment back as investors pointed out that there is nothing on Intel's foreseeable roadmap that can come even close to competing with AMD. AMD are just about to launch a 128 core 256 thread Zen 4 CPU, while the chip that was supposed to compete with the 64 core Zen 3 chip is delayed again. So far so Intel, Pat.
THAT is why AMD are now worth more than Intel.
The irony is today Intel could not exist without the IP they licence from AMD. Intel users go to that folder and delete all that dirty AMD64 stuff out of it, watch what happens.
but I bought intel for long term anyway so not really worried.
