The video mentions the GPU area are the only ones who seem to have any good ideas. Or products people want to buy now.
One German website showed sales figures from July 25
AMD CPU: 12000 units sold
Intel: 1100 sold (no, I didn't forget a 0)
there is no demand for their product on desktop. Or server... Laptop is only market they dominate in pure numbers sold, and a lot of their dominance is from old sales, not new ones.
Video also fleshes out why the CEO might be under scrutiny. Something to do with his previous job.
Steve was giving news, it wasn't opinion as much. No real mention of GPU hardware.
Intel in a slump, AMD were here 20 years ago. It took them 10 years to dig their way out again, they bet the company on Zen and they sure were lucky it worked. Intel not so much.