Intel, every mention

16 scenes (2025), the whole family · ← back to Intel

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every year 2025 anyone Harry Stebbings 16Rory O'Driscoll 13Andrew Feldman 12Josh Wolfe 4Drew Houston 4Ryan Akkina 3Frank Quattrone 3Daniel Khachab 3Aravind Srinivas 3Matt Ocko 2

Verbatim, from the transcripts: the passages where Intel comes up

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Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings Nov 27, 2025 · 1 mention

  • ▶ 8:14 unnamed speaker Like when Intel was winning and the CPU was, they had, you know, pick a number, a hundred million customers, a hundred million customers, because we're all customers.

Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings Nov 20, 2025 · 2 mentions

  • ▶ 21:28 unnamed speaker The rate of, it's, it's just arguing back is that Intel doubled every whatever, 18 months, and, you know, market share didn't move for 1520 years throughout the entire life cycle of the CPU.
  • ▶ 1:23:55 unnamed speaker To be fair, we do now know from Intel that the price of a gun guarantee is 10% of the fully diluted common stock.

Thinking Machines Co-Founder Joins Meta for $3.5BN, Industry Venture's $665M Acquisition · 20VC with Harry Stebbings Oct 16, 2025 · 1 mention

  • ▶ 1:26 unnamed speaker Who, you know, did Intel, and he was pretty direct.

OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings Oct 9, 2025 · 5 mentions

  • ▶ 6:09 Rory O'Driscoll The Windows Intel game beginning again, right? 4 times in the scene
  • ▶ 26:47 Rory O'Driscoll One of them broadly interesting, a heart from my recollection, a hardware company back in the day, I was sold to Intel, and then the second one obviously was sold to Databricks, another clever infrastructure company around LLM.

Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings Oct 6, 2025 · 4 mentions

  • ▶ 50:29 Andrew Feldman Your, your analysis that says, uh, look, Intel had in, you know, between 2002 1010, some of the world's leading architects, the world's leading fabs, and proved completely unable to build a working cell phone part.
  • ▶ 52:21 Andrew Feldman You know, even at the, at Intel's strength, 3 times in the scene

Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings Sep 29, 2025 · 2 mentions

  • ▶ 13:46 Jonathan Ross And the funny thing was, it was almost preordained, because everyone knew that in that generation, Intel was gonna win. 2 times in the scene

Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC with Harry Stebbings Sep 18, 2025 · 1 mention

  • ▶ 21:01 unnamed speaker Because if they're not going to, if you don't have that invariably, you get, you like the poor guy at Intel, you have this big ambitious plan.

OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings Sep 11, 2025 · 1 mention

  • ▶ 59:03 Jeff Lawson And, you know, I always likened it to, you know, Intel going from memory to CPUs or one of those, like, you know, in the fullness of time will be seen as people say, oh, remember Twilio started doing SMS messages and, and, you know, and…

Cohere Founder, Nick Frosst: How To Compete with OpenAI & Anthropic, and Sam Altman’s AI Disservice · 20VC with Harry Stebbings Sep 1, 2025 · 1 mention

  • ▶ 59:27 Nick Frosst I mean, I mean, even it was like last week or something, they announced they're taking a 10% stake in Intel.

Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings Mar 24, 2025 · 7 mentions

George Sivulka, Co-Founder & CEO @Hebbia: The Future of Foundation Models | E1250 · 20VC with Harry Stebbings Jan 22, 2025 · 1 mention

Mikey Shulman, CEO @Suno: The Future of Music, What is Gonna Happen? | E1244 · 20VC with Harry Stebbings Jan 10, 2025 · 1 mention

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