this is honestly a very enlightening interview because - as pointed out at the time - Lisa Su is basically repeatedly asked about software and every single time she blatantly dodges the question and tries to steer the conversation back to her comfort-zone on hardware. https://news.ycombinator.com/item?id=40703420

> He tries to get a comment on the (in hindsight) not great design tradeoffs made by the Cell processor, which was hard to program for and so held back the PS3 at critical points in its lifecycle. It was a long time ago so there's been plenty of time to reflect on it, yet her only thought is "Perhaps one could say, if you look in hindsight, programmability is so important". That's it! In hindsight, programmability of your CPU is important! Then she immediately returns to hardware again, and saying how proud she was of the leaps in hardware made over the PS generations.

> He asks her if she'd stayed at IBM and taken over there, would she have avoided Gerstner's mistake of ignoring the cloud? Her answer is "I don’t know that I would’ve been on that path. I was a semiconductor person, I am a semiconductor person." - again, she seems to just reject on principle the idea that she would think about software, networking or systems architecture because she defines herself as an electronics person.

> Later Thompson tries harder to ram the point home, asking her "Where is the software piece of this? You can’t just be a hardware cowboy ... What is the reticence to software at AMD and how have you worked to change that?" and she just point-blank denies AMD has ever had a problem with software. Later she claims everything works out of the box with AMD and seems to imply that ROCm hardly matters because everyone is just programming against PyTorch anyway!

> The final blow comes when he asks her about ChatGPT. A pivotal moment that catapults her competitor to absolute dominance, apparently catching AMD unaware. Thompson asks her what her response was. Was she surprised? Maybe she realized this was an all hands to deck moment? What did NVIDIA do right that you missed? Answer: no, we always knew and have always been good at AI. NVIDIA did nothing different to us.

> The whole interview is just astonishing. Put under pressure to reflect on her market position, again and again Su retreats to outright denial and management waffle about "product arcs". It seems to be her go-to safe space. It's certainly possible she just decided to play it all as low key as possible and not say anything interesting to protect the share price, but if I was an analyst looking for signs of a quick turnaround in strategy there's no sign of that here.

not expecting a heartfelt postmortem about how things got to be this bad, but you can very easily make this question go away too, simply by acknowledging that it's a focus and you're working on driving change and blah blah. you really don't have to worry about crushing some analyst's mindshare on AMD's software stack because nobody is crazy enough to think that AMD's software isn't horrendously behind at the present moment.

and frankly that's literally how she's governed as far as software too. ROCm is barely a concern. Support base/install base, obviously not a concern. DLSS competitiveness, obviously not a concern. Conventional gaming devrel: obviously not a concern. She wants to ship the hardware and be done with it, but that's not how products are built and released in 2020 anymore.

NVIDIA is out here building integrated systems that you build your code on and away you go. They run NVIDIA-written CUDA libraries, NVIDIA drivers, on NVIDIA-built networks and stacks. AMD can't run the sample packages in ROCm stably (as geohot discovered) on a supported configuration of hardware/software, even after hours of debugging just to get it that far. AMD doesn't even think drivers/runtime is a thing they should have to write, let alone a software library for the ecosystem.

"just a small family company (bigger than NVIDIA, until very recently) who can't possibly afford to hire developers for all the verticals they want to be in". But like, they spent $50b on a single acquisition, they spent $12b in stock buybacks over 2 years, they have money, just not for this.