Intel, every mention
88 scenes (said by Ben Gilbert) · ← back to Intel
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Verbatim, from the transcripts: the passages where Intel comes up
Rolex (Audio) · Acquired
- ▶ 2:57:41 Ben Gilbert Then came the Stampede, Commodore, Intel, HP, Hughes Aircraft, dozens of companies flooded in.
TSMC founder Morris Chang · Acquired
- ▶ 1:37:39 Ben Gilbert And at this time, Intel was the major supplier for all Macs.
- ▶ 1:37:43 Ben Gilbert Apple's Mac line was all Intel.
- ▶ 1:39:27 Ben Gilbert We have to compete on a different vector, because we'll never catch Intel.
- ▶ 1:41:39 Ben Gilbert So today, Intel doesn't make the chips in the iPhone.
- ▶ 1:45:20 Ben Gilbert And that's for their microprocessor business, but here we're talking about the foundry business, where TSMC at their extreme core does not compete with customers, and even if Intel is trying to do business in good faith,
- ▶ 2:16:05 Ben Gilbert Fabless was not a thing yet, and so all of your initial customers were the integrated device manufacturers, the Intels of the world, and you were taking their worst, you know, excess,
- ▶ 2:23:02 Ben Gilbert Hey, we could compete with Intel, but then he scrapped that.
- ▶ 2:23:17 Ben Gilbert I guess best as evaluated on market cap versus other foundries and integrated device manufacturers such as Intel.
- ▶ 2:24:56 Ben Gilbert If Intel and the x-eighty-six architecture had maintained its dominance, you wouldn't have had this window, this opportunity for the value chain to sort of rearrange itself.
- ▶ 2:25:35 Ben Gilbert For the longest time, Intel was the only x-age company, and then AMD, of course, is the, the second source, and AMD is a,
- ▶ 2:25:54 Ben Gilbert It would have been fully integrated Intel.
- ▶ 2:26:29 Ben Gilbert Yeah, you have to keep peeling the onion, because this, of course, supposes that the, that Intel actually could have gotten their act together and made a chip for mobile phones that was performant, but maybe
- ▶ 2:33:12 Ben Gilbert Basically taking the excess capacity from Intel and other IDMs and giving them a place to manufacture their least critical, least leading edge, least interesting chips.
- ▶ 2:36:06 Ben Gilbert And it's not that it's a better or worse decision than what Intel has historically decided to do, but it is a different one.
- ▶ 2:36:12 Ben Gilbert Intel is going to keep closing the old stuff so they can own a smaller footprint and keep all the equipment and everything focused on making the latest and greatest.
- ▶ 2:46:04 Ben Gilbert A ridiculous tailwind where, as the industry reorganized away from the vertical integration of the intel world, you could build a trillion dollar value foundry.
TSMC · Acquired
- ▶ 24:09 Ben Gilbert And again, to peg us in history here, we're still, I think, 10 years before the founding of Intel.
- ▶ 41:45 Ben Gilbert The sort of family of IBM with Intel processors and eventually running Microsoft operating systems.
- ▶ 55:04 Ben Gilbert And I do think the implication was go start an Intel, or go start an IBM.
- ▶ 1:12:53 Ben Gilbert Right, like they're the x-eighty-six.
- ▶ 1:13:10 Ben Gilbert There's no interesting flourishing alternative architectures at Intel.
- ▶ 1:35:50 Ben Gilbert Dude, the cloud's the best thing that ever happened for Intel.
- ▶ 1:36:28 Ben Gilbert And it's bigger than Intel, right?
- ▶ 1:36:29 Ben Gilbert And NVIDIA's two X Intel's market cap, something like that?
- ▶ 1:54:32 Ben Gilbert Do you know what Intel's gross margins are?
- ▶ 2:06:31 Ben Gilbert In the mid-two thousands, as Apple Inc. was preparing for the release of its new smartphone, Steve Jobs approached then-CEO of Intel, Ottolini, about providing the chips for the iPhone.
- ▶ 2:06:43 Ben Gilbert Intel already sold iPhone, the processors that ran on its Macs, but Jobs made-
- ▶ 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?
- ▶ 2:08:19 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.
- ▶ 2:10:05 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.
- ▶ 2:12:46 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
- ▶ 2:13:53 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.
Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
- ▶ 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?
- ▶ 49:53 Ben Gilbert You could imagine maybe Intel had already put all the money into the fixed cost of spinning up the fabs,
Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
- ▶ 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
- ▶ 1:42:27 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.
- ▶ 2:43:38 Ben Gilbert Is that Nvidia isn't Intel.
Lockheed Martin (Audio) · Acquired
- ▶ 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.
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.
Qualcomm · Acquired
- ▶ 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.
Benchmark Part I · Acquired
- ▶ 1:58:25 Ben Gilbert tech companies, TSMC, Toshiba, Intel,
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.
Nvidia: The Machine Learning Company (2006-2022) · Acquired
- ▶ 10:02 Ben Gilbert Dude, I feel like the Intel
- ▶ 33:08 Ben Gilbert Well, but Windows and Intel did have proprietary development environments and, you know, full stack dev tools.
- ▶ 33:23 Ben Gilbert It could only run on the Intel, IBM, Microsoft Alliance world.
- ▶ 33:37 Ben Gilbert In other ways, they're like the Microsoft Intel IBM Alliance, except fully integrated with each other instead of being three separate companies.
- ▶ 1:52:29 Ben Gilbert I even think that Jensen said something recently, like, Intel has approached us about fabbing some of our chips, and we are open to the conversation.
Platforms and Power (with Hamilton Helmer and Chenyi Shi) · Acquired
- ▶ 53:18 Ben Gilbert In the early 2000, even Intel, I think, funded ASML's development, a big industry consortium, including Intel, of the EUV, and then thought the technology was gonna die, and so I think three or four years in, divested.
Nvidia: The GPU Company (1993-2006) · Acquired
- ▶ 1:06:10 Ben Gilbert And thus began the wave of being able to buy a PC with an Intel motherboard and integrated graphics.
- ▶ 1:13:12 Ben Gilbert They made processors and competed with Intel.
- ▶ 1:34:21 Ben Gilbert And in 2006, Intel launches or announces this project Larrabee, where they're gonna be like a full-fledged GPU maker.
- ▶ 1:34:29 Ben Gilbert I mean, this is like a totally, uh, second foray of, of Intel's
- ▶ 1:34:36 Ben Gilbert Be this commodity where you're living on Intel's motherboard.