告诉HN:如果英特尔有胆量,可能会引发主机大战的爆炸性变化。
英特尔在过去十年里一直在追逐一些大胆的目标:人工智能加速器、Optane、RealSense、Thunderbolt品牌。与此同时,它的文化相关性却在缓慢流失。游戏玩家、开发者和高级用户们正在悄然反抗封闭的生态系统和臃肿的软件。Windows被强行改造成一种“主动操作系统”,游戏主机则在订阅模式上加大投入,用户们则在哀叹简单性和控制权的丧失。
你上一次在玩游戏时被一个大型强制更新惊到是什么时候?
英特尔有一次十年难得的机会,可以在游戏主机战争中大展拳脚,并让Linux走入主流。但这需要英特尔多年来未曾展现的两种品质:克制和进取。
以下是具体的策略:
1. 构建硬件:以Panther Lake为基础,放入一个普通的小盒子里,适合放在电视下方。没有RGB灯效,没有花哨的 gimmicks。只需在主机大小的外形中提供原始性能。
2. 发布SteamOS:直接启动到大屏幕模式。没有自定义用户界面,没有英特尔启动器,没有“生态系统”。重任已经完成:Steam、Proton、Vulkan。Valve已经做了艰苦的工作,英特尔只需利用这些成果。
3. 成本定价:像武器一样定价,低于游戏主机的价格。忘记利润;这关乎相关性。让它在百思买的货架上出现。英特尔Arc瞬间成为家喻户晓的名字。游戏玩家不再问“能跑Crysis吗?”而是开始问“能在Arc上运行吗?”
4. 置身事外:没有订阅服务,没有专有API,没有市场宣传的花哨内容,也不需要英特尔通过调侃过去来保持相关性。不要试图主导平台,也不要允许功能膨胀!只需设置好炸弹,拔掉引线,让市场自行发展。
这个策略非常有效,因为游戏玩家已经厌倦了,Valve已经证明了Linux游戏是可行的,开放生态系统将让索尼和微软在不知不觉中失去竞争优势。任天堂将继续做它一直以来的事情。英特尔Arc在驱动程序优化比CUDA更重要的地方获得了合法性。
如果英特尔这样做,接下来会发生什么:
1. 索尼和微软将忙于捍卫自己的市场。预计会推出匆忙的订阅优惠、降价和更多“独占内容”。然而,损害已经造成。开放的、类似主机的PC(关键是,**没有**PC品牌)将成为主流。
2. Valve将获得巨大的成功。SteamOS成为事实上的标准客厅操作系统。Proton的开发将加速。Linux游戏不再是小众,而是成为文化常态。
3. NVIDIA感受到压力。英特尔Arc突然变得重要,NVIDIA无法忽视一个以成本价出售硬件的竞争对手。预计将进行激进的驱动程序优化,甚至可能推出以Linux为首的市场推广。
4. Linux的采用率正在爆炸式增长,超过了过去几年。2026年可能真的是传说中的桌面Linux之年。但如果英特尔将一个小型Linux盒子送入美国每一个客厅,OEM和企业将会注意到。
这不仅仅是为了游戏。这是一次真正的文化重置。
然而,英特尔不会这样做。并不是说它不能,而是这与它的两个最大反特质相悖:
1. 这需要克制,而英特尔缺乏这种品质。他们绝不能建立一个生态系统或追逐订阅。
2. 这需要进取,而英特尔同样缺乏这种品质。他们必须以成本价定价,并像反叛一样进行市场推广。
我真的不想或不需要任何认可。但我热爱英特尔。我的内心深处热爱英特尔。在为他们工作了几年后,尽管我的整个团队去年被裁员,我仍希望看到他们成功,重新获得文化相关性。如果这个信息能传达到某个在合适会议上有说服力的人,嘿,也许这就会发生。
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Intel has spent the last decade chasing moonshots: AI accelerators, Optane, RealSense, Thunderbolt branding. All while slowly bleeding out cultural relevance. Meanwhile, gamers, devs and power users are quietly revolting against walled gardens and bloated software. Windows is being shoehorned into an "agentic OS," consoles are doubling down on subscription models, and users are mourning the loss of simplicity and control.<p>When was the last time <i>you</i> were unpleasantly surprised by a big, required update when you try to play a game?<p>Intel has a once-in-a-decade chance to blow the doors off the console wars and make Linux mainstream. But it requires something Intel hasn't shown in years: restraint and aggression.<p>Here's the play:<p>1. Build the box: Take Panther Lake. Stick it in a boring little box that fits under the TV. No RGB. No gimmicks. Just raw performance in a console-size form factor.<p>2. Ship SteamOS: Boot it straight into Big Picture mode. No custom UI. No Intel launcher. No "ecosystem." The heavy lifting is already done: Steam, Proton, Vulkan. Valve did the hard work already, Intel just needs to leverage it.<p>3. Sell at cost: Price it like a weapon. Undercut consoles. Forget margins; this is about relevance. Get it on the shelf at Best Buy. Intel Arc becomes a household name overnight. Gamers stop asking "Can it run Crysis?" and start asking "Does it run on Arc?"<p>4. Walk away: No subscriptions. No proprietary APIs. No marketing fluff or Intel trying to be relevant with cheeky references to the past. Don't try to own the platform, and DON'T ALLOW FEATURE CREEP!! Just set the grenade, pull the pin, and let the market do the rest.<p>This play works expertly, because gamers are fed up, Valve already proved Linux gaming works, the open ecosystem will catch the giants Sony and Microsoft sleeping. Nintendo will just keep doing what it's always done. Intel Arc gains legitimacy in the one place where driver optimization matters more than CUDA.<p><i>IF</i> Intel does this, here's what happens:<p>1. Sony and Microsoft scramble to defend their turf. Expect rushed subscription perks, price cuts, and more "exclusive content." However, the damage is done. The idea of an open, console-like PC (crucially, <i>WITHOUT</i> PC branding) becomes mainstream.<p>2. Valve wins big. SteamOS becomes the de facto standard living room OS. Proton development accelerates. Linux gaming stops being a niche and becomes a cultural norm.<p>3. NVIDIA feels the heat. Intel Arc suddenly matters, and NVIDIA can't ignore a competitor selling hardware at cost. Expect aggressive driver optimizations and maybe even a Linux-first marketing push.<p>4. Linux adoption is already exploding, more than past years. 2026 might really be the much mythologized year of desktop Linux. But if Intel ships a little Linux box into every other living room in America, OEMs and enterprise takes notice.<p>This isn't just a play for games. It's a real cultural reset.<p>However, Intel won't do it. It's not that it can't, as such, but it goes against two of their biggest anti-traits:<p>1. It requires restraint, which Intel doesn't have. They must NOT build an ecosystem or chase subscriptions.<p>2. It requires aggression, which Intel doesn't have. They MUST price it at cost and market it like a rebellion.<p>I really don't want or need any credit at all. But I love Intel. My inner child loves Intel. After working for them for a few years, even though my whole team was laid off last year, I want to see them succeed and return to cultural relevance. If this message reaches ONE person who has convincing power in the right meeting, hey, maybe it will happen.