Intel, every mention

13 scenes (2026), the whole family · ← back to Intel

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every year 2026 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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Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town Sep 10, 2026 · 1 mention

Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated Aug 27, 2026 · 1 mention

  • ▶ 13:52 Rory O'Driscoll I think one of the things we saw with Intel back in the, the closer you are to having a hundred percent market share, the, the more you spend your time trying to move the whole ecosystem along, and clearly that's where NVIDIA is now.

Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab Aug 12, 2026 · 3 mentions

The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel Aug 7, 2026 · 1 mention

  • ▶ 1:15:47 David Frankel So if you look at photonic computing, if you look at what's coming down the line now, so you looked at Intel at a point when like that, that could never be disrupted.

Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks Jul 29, 2026 · 2 mentions

  • ▶ 31:26 Rory O'Driscoll So if you want a computer to do lots of things, you have an Intel CPU, it can do a lot of lots of different things. 2 times in the scene

Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings Jul 9, 2026 · 2 mentions

  • ▶ 7:36 unnamed speaker This is not Intel dying. 2 times in the scene

Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings Jun 15, 2026 · 3 mentions

Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings May 26, 2026 · 1 mention

  • ▶ 48:37 Andrew Feldman Uh, strategic jobs and industry, and it is extraordinarily important we get it back, and I've been saying that for a decade and a half, that not the CHIPS Act, not subsidizing Intel, not, it's important that, that we have cutting edge fabs…

The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings Apr 14, 2026 · 1 mention

  • ▶ 26:46 Anjney Midha Intel, for example, right, was a very close partnership between a couple of scientists and an investor called Arthur Rock,

Marc Andreessen: Will a16z Go Public & Why Labour Displacement with AI is Wrong? · 20VC with Harry Stebbings Mar 30, 2026 · 1 mention

  • ▶ 6:49 Marc Andreessen Arthur Rock, for people who don't know, he invested in Apple and Intel, right, right, in the seed rounds, and like,

The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI Feb 5, 2026 · 1 mention

  • ▶ 1:01:42 unnamed speaker As a reminder, I can't remember the details, but the US government has 10% of Intel, a couple of the other, I think with some of the battery companies.

Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings Jan 8, 2026 · 1 mention

  • ▶ 32:08 Rory O'Driscoll And then they left Fairchild because they couldn't get their money and they kind of did Intel on a standalone basis.
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