And big surprise, NO SMT4 ! (not really)
Although to be fair the presentation lacked a lot in technical detail, so I expect we'll continue to hear from the peanut gallery. "Wider FE" tell me more? Marketing took front seat, which explains the pricing as well, and is exactly as I feared -- the piper is being paid. The downside is exactly as yeshua put it -- "Customers first, my buttocks." AMD can't afford to lose customer enthusiasm, and raising prices in challenging times is tone deaf.
But, that's a problem for down the road when they have competition again. I'm far more interested in the details which we've heard nothing about, and presumably won't for another month. :gah: To continue to be relevant, AMD needs to leverage the developer market. Bandwidth is rising faster than computation speeds, and the market is going to need a "1000 points of light" [well, ok, dozens] set of solutions for managing streaming loads. This kind of technically lightweight presentation is going to get harder to pull off. At least I hope it will -- certainly the console integration will pay off wrt fs reads, they just need the same to happen for networking (Mellanox getting swallowed won't make that easier for them), and they need a far better way to leverage and integrate gpu-style vector units.
Then again, that's all for server platforms anyway, so maybe I'm just never going to see the kind of presentation I'm interested in. Maybe the future will be all about laptop battery life, idle performance, and gameplay 8k leapfrogging. I suppose that'll be fine for the horserace crowd, but I can't imagine a duller future :| I presume ymmv!