Intel

“And then in chips, it's not Intel, it's ARM and Qualcomm.”

“All the serious applications from here on out need to have deep learning and AI inside in exactly the same way that all serious computing systems needed to have Intel chips inside them.”

“It's gonna be really hard to promote any other block cipher, because any other block cipher is gonna have to be implemented in, in software, and there's no way it will compete with what Intel did.”

“In two years, it's gonna get down to two cycles.”

“Intel. I wouldn't bet against them.”

“He got so, the reason he joined was I told him what was happening with Intel, and it made him so angry, he's like, okay, I'll join your board.”

“And again, that doesn't mean that Microsoft or Intel have gone away, it just means that they're not setting the agenda anymore at all.”

“For most of the industry the cost of transistors has stopped falling. And so as you scale, this is everybody but Intel in the industry says this. You, if you talk to Broadcom, if you talk to Qualcomm, all of the customers of the foundries say, you know, going …”

“Intel has a very strict policy that you cannot accept anything. So after a lot of back and forth, she still wanted to be on the board and provide advice, but had to sign an agreement with Intel, and we had to sign an agreement with Intel that in no shape or fo…”

“This is basically what happened to Apple. It's like, it was just too small to support the innovation at the scale needed to compete with what was going on at Intel. And like, there just weren't enough electrical engineers designing chips to be competitive.”

“And we've actually got projects with both of them To embed Tanium's communications architecture directly into the chip.”

“He would get to work early in the morning, and if your desk was messy, he'd write you up, like Andy Grove would write you up and tell you clean up your desk”

“Every sharp AI software entrepreneur comes that comes in here is now building on top of NVIDIA's chips, which is, of course, a very different outcome than entrepreneurs of previous years who would have built other kinds of programs, primarily on top of Intel c…”

“And an easy way to think about genomics is there's a sequencing layer, which is the companies that make the sequencing machines like Illumina, which is like sort of Intel and chips. And then there's the application layer, which are companies that are using thi…”

“Well, in fact, all of the new devices that were announced this week are running components at least a year old, and in some cases, two years old. The graphics on, on the surface are the last generation of video, the CPUs on Intel, or the, I mean, on, on the Ma…”

“Intel used to be in the memory business. Pivoted to microprocessors. That was the legendary pivot that built the PC industry.”

“Well, I think we mentioned the storage class memory that's coming out Intel, Some other folks making a very fast, close to the chip memory that's actually storage. So it'll be faster again than flash, maybe a little bit slower than today's DRAM, but it's going…”

“Intel has very, you know, has announced, like, they're not even focused on PC chips. Like that it's about the data center, and it's about IoT and VR and a bunch of stuff, but not, not like core i-seven, the next generation.”

“Apple did not win PCs. So you can all talk about whether Apple disrupted IBM, but Apple didn't actually get the benefit from that. Not in, and in fact, PC companies didn't really get the benefit from that. PC companies became low margin commodity companies, an…”

“Rather than the industry converging on one risk architecture, they converged on three or four. That gave Intel a real lead up because they didn't have to beat anyone. They had to kind of beat these little three or four.”

“So the, exactly that same area generated the American semiconductor industry with the so-called, so-called Hungarian mafia at Intel which like Andy Rove and Les Vides and a whole bunch of those guys.”

“Yeah, so it's a big thing that Bob Noyce kind of rooted out of Intel... At its core. I mean, he got rid of All of that East Coast idea. That was actually the birth of the Silicon Valley culture, amazingly. ... And ironically, the term meritocracy came from Bob…”

“Intel in like, I think, 68, 69, 96% of Intel sales were to the Apollo program and to the DoD.”

“When you bought a computer from Dell and from Compaq, if you open them up, Intel processors, Seagate disk drive, also from US, you know, like all, and so they were really not competing on who could Buy those parts and put them into a gray or beige box more qui…”

“And they won't.”

“Intel's problem is that, like, It takes them five to six years to go from design to shipping the product in some cases more and when they tape out a chip, right, like, you know, you send the design to the fab brings back the chip, they go through 14 revisions …”

“They think, I think industry generally agrees that Intel is further along you know, the sort of the two nanometer class process technology than Samsung is but both are way behind TSMC.”

“Intel is literally gonna go bankrupt if they don't have a big cash infusion, or they lay off, like, half the company, right?”

“I explicitly told Lip Bhutan. He had never talked to the guy because it was like four layers down. The company has like absurd amounts of hierarchy. It's like four layers down. He goes and talks to the guy and he's out, right?”

“They can't, they don't have anything competitive, right? There was the Gaudi effort that's more or less done, right? There was the internal graphics chips, which never competed really at the high end, right?”

“One of the biggest problems we had was that our customer base sucked, right? I mean, we were selling to, most of the chips went to the large hyperscalers, you know, which they're way too concentrated, and they build their own chips, and so you can push down yo…”

“I think ARM is a little bit screwed as well, right? Because they are, their biggest selling point was sort of like, look, we can partner with everybody that doesn't want to partner with Intel.”

“I think AMD is fucked, right? I mean, they're, you're just, If your two arch nemesis suddenly team up, that's the worst possible news you can have, right? They were already struggling, right? Their cards are good, their software stack is not, right? They were …”

“It's kind of poetic that everything's gone full circle and Intel's sort of crawling to NVIDIA.”

“This, you know, this is like Intel with the GPU. Like they missed the GPU. In 2005. Right. And they missed the opportunity to buy the company, to do the work or whatever, and they kind of missed the data center too. It just took a longer time to figure out tha…”

“Grants are, in my opinion, the worst possible form of this. It's like, you know, giving Intel an outrageous amount of money to build a facility that they didn't believe they had demand for. It's like, why would they not take the money to build a facility? They…”

“NVIDIA's biggest competitor, it's not AMD, it's not Broadcom you know, it's certainly not Marvell. It's not Intel. It's Google. And more specifically, it is Google, because Google owns the TPU chip.”

“But if you think of the largest issuers of private investment grade, it's Intel, it's Air France, it's EDF, it's AT&T, it's Meta, it's BP Energy, and so on, and you're hearing lots of public companies.”

“And additionally, VLM also work closely with all the hardware vendors. So that means across like NVIDIA, AMD, Google, and Amazon, Intel, and a lot more, their newest chip will make sure VLM can run on them. And then a lot of cases they use VLM as a benchmark t…”