Eric Siu breaks down how AMD lost ground to Intel and NVIDIA despite competitive products. Intel's "Intel Inside" marketing and aggressive product bundling kept it ahead, even as AMD's market cap briefly overtook Intel's in 2022. The real gap was strategy and perception, not technology.
You want to know why AMD lost to Intel and Nvidia despite having a superior product? I thought AMD has a larger market cap than Intel. Right now they do. I have this chart over here. AMD overtook Intel in 2022. See the red one? That's Nvidia. And then AMD's in green. And then you have Intel. But remember when we were growing up, everything was about Intel. That sound like dun dun dun dun. Yeah, Intel Inside. Intel Inside, right? So what Intel did back in the day, AMD's like they have a quad core, right? So what Intel did was they just like they just combined two dual cores together and made it a quad core. When AMD's like we have dual-core. It's like, okay, let's just combine 2. And so Intel did a better job of marketing, and that's how Intel was ahead of AMD for the longest time.
