Intel, every mention
260 scenes · ← back to Intel
tap a year for its mentions
every year anyone David Rosenthal 123Ben Gilbert 88Morris Chang 22John Bathgate 10Brinton Johns 7Steve Ballmer 4Hamilton Helmer 3Anthony Gonzalez 2Ben Thompson 1
Verbatim, from the transcripts: the passages where Intel comes up
TSMC · Acquired
- ▶ 2:06:53 Ben Gilbert And remember, Ottolini was the guy that Jobs brought out on stage during the Intel transition, and they were burying the PowerPC to say, this is the future, this is the partnership.
- ▶ 2:07:21 Ben Gilbert Apple went to Intel and said, do you want this contract?
- ▶ 2:08:15 David Rosenthal This Intel move passing on being partnering with Apple.
- ▶ 2:08:19 Ben Gilbert And maybe more specifically than economics, because, like, you could imagine that you would want to pass on this if Intel didn't get to be the upside from the deal.
- ▶ 2:09:03 Ben Gilbert Next on playbook is another one on Intel fading.
- ▶ 2:09:10 Ben Gilbert So despite Intel's stock price being, I think TSMC is like two and a half X Intel stock price.
- ▶ 2:09:17 Ben Gilbert As a matter of fact, ASML is actually larger than Intel by market cap.
- ▶ 2:09:26 Ben Gilbert Mostly one company, and they're bigger than Intel now.
- ▶ 2:10:00 David Rosenthal Are you also shorting Intel through all the, like, what do you, what do you do here?
- ▶ 2:10:05 Ben Gilbert All right, so my point on Intel is it takes a long time to become irrelevant.
- ▶ 2:10:08 Ben Gilbert They still control 80% of the computer processor market, and they have an even bigger share in servers.
- ▶ 2:10:41 Ben Gilbert Two other Intel things.
- ▶ 2:10:42 Ben Gilbert One is that indecision has been very tough on the company.
- ▶ 2:10:46 Ben Gilbert Bob Swan, who was the former CEO, started to prepare to outsource manufacturing of Intel-designed ships to TSMC.
- ▶ 2:10:58 Ben Gilbert They finally decided, throw it in the towel, you know, Intel is the greatest ship manufacturing company in the world, but...
- ▶ 2:11:08 Ben Gilbert Bob Swan is no longer the CEO of Intel, and now in a complete reversal, their new CEO, Pat Gelsinger, wants to turn Intel into a foundry themselves by which other fabless companies can contract with Intel to build.
- ▶ 2:11:32 Ben Gilbert They gotta run that like a completely separate independent company of the rest of Intel.
- ▶ 2:11:37 Ben Gilbert And if so, I don't actually know why Intel owns it.
- ▶ 2:12:06 Ben Gilbert I guess the playbook theme there is indecision is paralyzing.
- ▶ 2:12:21 David Rosenthal He started his career at Intel and then EMC and then EMC owned the majority of VMware.
- ▶ 2:12:46 Ben Gilbert The last thing on Intel, and it's funny, this is not the Intel episode, but there's a thing that happened here that is very similar to the fact that Kodak developed the digital camera first in their lab.
- ▶ 2:13:07 Ben Gilbert Intel actually saw extreme UV lithography, EUV first.
- ▶ 2:13:14 Ben Gilbert So Intel was the biggest early investor in EUV, committing more than four billion to it in 2012.
- ▶ 2:13:29 Ben Gilbert Eventually, Intel calculated
- ▶ 2:13:49 David Rosenthal Like, yeah, Intel was there.
- ▶ 2:13:50 David Rosenthal They invested in it.
- ▶ 2:13:51 David Rosenthal They saw it, and they were like, meh.
- ▶ 2:13:53 Ben Gilbert They put four billion in.
- ▶ 2:13:54 Ben Gilbert And I think even to this day, there is not a shipping Intel chip that was
- ▶ 2:14:00 Ben Gilbert Manufactured by Intel using UV.
- ▶ 2:17:26 Ben Gilbert It's interesting because you could say, well, it belongs wherever Intel belonged circa 2000.
- ▶ 2:17:33 Ben Gilbert Or you could say, well, the set of products that TSMC manufacturers have a hundred X the scale that Intel in 2000 had.
- ▶ 2:18:45 David Rosenthal I think we can safely say, at this point, it surpasses Intel.
- ▶ 2:18:54 David Rosenthal Like, Intel, Silicon Valley, the traders say, like, all of it.
- ▶ 2:19:17 David Rosenthal Like, Intel's not doing that.
- ▶ 2:19:20 David Rosenthal Okay, I think we can say it's above Intel.
Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
- ▶ 1:43:05 David Rosenthal Intel architecture.
Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
- ▶ 11:01 David Rosenthal Bob Noyce and Gordon Moore are only just leaving Fairchild Semiconductor to start Intel.
- ▶ 26:41 David Rosenthal Bill and Paul are like, we can take this new thing that's coming out of Intel, a microprocessor, which is promising to be a full computer on one chip, and we can use that, we can build
- ▶ 27:40 David Rosenthal While they're waiting for the AD-O-E, this new first microprocessor from Intel to come out, or at least for them to get access to it,
- ▶ 35:24 David Rosenthal So then, in the spring of 1974, Bill's freshman year, Electronics Magazine publishes big news about a new Intel chip, the next generation, the next turn of the crank on Moore's Law, the 8080.
- ▶ 44:11 Ben Gilbert And you got to code to the machine instructions, like literally the assembly language for the chip inside for the Intel.
- ▶ 48:52 Ben Gilbert So what, did they get some kind of sweet deal from Intel?
- ▶ 48:57 David Rosenthal The list price from Intel for the 8080 chip was 360 dollars.
- ▶ 49:03 David Rosenthal So, like, I think this is part of what was deterring the market of how would anybody sell a kit that was affordably priced when so much of the cost of goods would go to Intel with the processor deal.
- ▶ 49:16 David Rosenthal He managed to negotiate a volume deal with Intel to get eighty-eighty chips at 75 bucks a pop.
- ▶ 49:29 David Rosenthal I wasn't able to find how that negotiation went down, or why, like, Ed Roberts in Albuquerque, New Mexico got this sweetheart deal from Intel.
- ▶ 49:53 Ben Gilbert You could imagine maybe Intel had already put all the money into the fixed cost of spinning up the fabs,
- ▶ 1:27:41 David Rosenthal In late 1979, Intel announces that they're coming out with the 8086 processor, which is a 16 bit microprocessor.
- ▶ 1:33:48 David Rosenthal Hell, Ed Roberts could put together the hardware to sell a microcomputer and do this deal with Intel.
- ▶ 1:33:53 David Rosenthal Like, I think IBM can do a deal with Intel.
- ▶ 1:39:16 David Rosenthal Even Intel, and you know, Bill talks about this.
- ▶ 1:39:19 David Rosenthal He doesn't think that Intel even realizes what's happening here.
- ▶ 1:43:37 David Rosenthal Despite being named Seattle Computer Products, I think this company was actually based in Taquilla, Washington, a programmer named Tim Patterson had just written a sixteen-bit operating system for the eighty-eighty-six that Intel had just…
- ▶ 1:44:16 David Rosenthal And so when Intel now has announced this new 16 bit processor generation that they're coming out with, well, Seattle Computer Products, they want to sell motherboards and have them ready for 16 bit.
- ▶ 2:45:18 David Rosenthal They used the Intel, two 86 chip instead of the Intel, three 86 chip.
Visa (Audio) · Acquired
- ▶ 1:44:08 David Rosenthal It was started in the same place and time as Intel, Atari, Apple.
Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
- ▶ 52:21 David Rosenthal The data center, a GPU accelerated computing platform to, in their minds, replace the old CPU led Intel dominated x-eighty six architecture in the data center.
- ▶ 55:12 David Rosenthal Or Intel before that.
- ▶ 1:05:09 Ben Gilbert In Intel's motherboard.
- ▶ 1:05:27 Ben Gilbert So they're using AMD or Intel, or they're licensing some CPU.
- ▶ 1:37:54 Ben Gilbert It also was the glimmer in Jensen's eye of, ooh, maybe I can build my own relationship with developers, and, you know, there can be this notion not of a Microsoft or an Intel developer who happens to be able to
- ▶ 1:41:46 David Rosenthal You could say over a longer timescale, this happened with Intel.
- ▶ 1:42:27 Ben Gilbert Intel never had developers.
- ▶ 1:42:31 Ben Gilbert Intel had Microsoft, but Intel didn't have developers.
- ▶ 1:43:56 Ben Gilbert In March of 2019, NVIDIA announced they were acquiring Mellanox for seven billion dollars in cash, and I think Intel was considering the purchase, and then NVIDIA came in and kind of blew out of the water.
- ▶ 1:59:16 David Rosenthal Intel, et cetera.
- ▶ 2:19:24 David Rosenthal I suspect that a lot of the inner competitive drive and motivation for Jensen and the company over the past 1015 years here has been to really fight against Intel.
- ▶ 2:19:38 David Rosenthal Intel tried to kill them, as we talked about many times in the previous episodes.
- ▶ 2:19:44 David Rosenthal We talked to somebody who framed it as Intel was the country club, and Nvidia is the fight club, and back in the days, the Intel country club didn't want to let Nvidia in.
- ▶ 2:19:54 David Rosenthal Intel controlled the motherboard.
- ▶ 2:19:55 David Rosenthal Intel controlled the most important chip was the CPU.
- ▶ 2:19:58 David Rosenthal Intel would integrate and commoditize all other chips into the motherboard eventually, and if they couldn't do that, well, then they'd try and make the chips themselves, and they tried to run all these playbooks on Nvidia, and Nvidia just
- ▶ 2:20:12 David Rosenthal And then in the data center, Intel controlled the data center for so long.
- ▶ 2:43:38 Ben Gilbert Is that Nvidia isn't Intel.
Lockheed Martin (Audio) · Acquired
- ▶ 1:12:57 David Rosenthal You think of Sunnyvale as Silicon Valley today, like Yahoo and Intel and all that.
- ▶ 1:14:19 Ben Gilbert And of course, Shockley is a predecessor to Fairchild Semiconductor, which is a predecessor to Intel.
Sessions: David Senra (Founders Podcast) · Acquired
- ▶ 48:17 Ben Gilbert And like, we did Intel.
- ▶ 48:18 Ben Gilbert That's the only time we've ever done Intel.
- ▶ 48:20 David Rosenthal That's the only time we've done Intel.
Holiday Special 2022 · Acquired
- ▶ 1:42:09 Ben Gilbert Way better than let's say you have like a 2018 or 20 19 Intel machine.
Stratechery (with Ben Thompson) · Acquired
- ▶ 1:40 Ben Gilbert Ben has interviewed Mark Zuckerberg, Jensen Huang, Satya Nadella, Sundar Pichai, Rich Barton, Meredith Kopitlevian of the New York Times, Pat Gelsinger of Intel, and John Collison, and Many, many more.
- ▶ 1:39:26 Ben Thompson AMD is doing that, Intel is now doing that, and
Qualcomm · Acquired
- ▶ 1:30:34 David Rosenthal They would have had to partner with Intel or, you know, AMD or somebody.
- ▶ 1:51:45 Ben Gilbert Um, today, Apple does use Qualcomm cellular modems, which started in 2011, and there was just one year where they used Intel, where they did not use Qualcomm.
- ▶ 1:54:47 Ben Gilbert And they had to wait all the way up until the four G days until they're like looking at Intel and they're like,
- ▶ 1:55:45 Ben Gilbert So, uh, around the time of the iPhone XS and XR, those phones actually did use Intel modems, but what was basically happening is the Intel modems were falling further and further behind Qualcomm.
- ▶ 1:55:59 Ben Gilbert Apple was realizing, oh crap, we're going to miss five G because there's no chance that Intel catches up and can actually develop a credible five G chip.
- ▶ 2:00:17 Ben Gilbert I think Qualcomm wins in the short term because Apple's backup solution of Intel's modem fell entirely behind.
- ▶ 2:00:26 Ben Gilbert But in the long term, I mean, what ended up happening is Apple actually bought that division away from Intel and they've been developing their own cellular modems in house.
- ▶ 2:12:58 David Rosenthal But you compare that to like the Silicon Valley, like what came out of Intel, what came out of Fairchild, what came out of the Trader S.
Benchmark Part I · Acquired
- ▶ 9:35 David Rosenthal He started his career at Intel working for Andy Grove.
- ▶ 1:58:25 Ben Gilbert tech companies, TSMC, Toshiba, Intel,
From NFL to Startup COO to Congressman Regulating Crypto (with Rep. Anthony Gonzalez) · Acquired
- ▶ 1:46:59 Anthony Gonzalez I mean, in Congress, we're, we're about to pass this CHIPS Act, which is a bit controversial, but its goal is to reshore semiconductor manufacturing here in the US by providing subsidies and grants and all kinds of incentives to get folks…
- ▶ 1:49:35 Anthony Gonzalez Layer the Intel investment on top of that, right?
The Playbook: Lessons from 200+ Company Stories · Acquired
- ▶ 12:36 Ben Gilbert Uh, Intel's three 8604 86, Pentium four core two duo, which was in my first MacBook Pro, the A seven in the iPhone in 2013, and of course the recent Apple M one.
- ▶ 24:42 David Rosenthal Intel came after the graphics card industry and decided that they were going to integrate graphics into the motherboard, which they had done with, you know, sound chips and networking chips and everything else.
Nvidia: The Machine Learning Company (2006-2022) · Acquired
- ▶ 8:08 David Rosenthal The first time in the super overcrowded graphics card market when they were first getting started, and then once they sort of, you know, jumped out of that frying pan into the fire of Intel now gunning for them,
- ▶ 8:21 David Rosenthal Coming to commoditize them like all the other, you know, PCI chips that plugged into the Intel motherboard back in the day.
- ▶ 8:28 David Rosenthal And they bravely fend them off.