Intel, every mention
62 scenes (2022) · ← back to Intel
tap a year for its mentions
every year 2022 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
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.
- ▶ 9:47 David Rosenthal Well, I was just thinking, you know, yeah, the competitors are gone at this point, but I'm thinking about Intel.
- ▶ 9:50 David Rosenthal How often did Intel ship new products, let alone fundamentally new architecture?
- ▶ 10:02 Ben Gilbert Dude, I feel like the Intel
- ▶ 10:15 David Rosenthal And Intel is the driver of Moore's law, right?
- ▶ 32:56 David Rosenthal In fact, most people thought this was a dumb model that like Apple lost and the Mac was stupid and niche and like Windows and Intel is what won the open ecosystem.
- ▶ 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.
- ▶ 53:29 David Rosenthal And it's like it sort of used to be with Windows was the consumer facing layer, and Intel was the other piece of the Wintel monopoly.
- ▶ 1:17:55 David Rosenthal So like everything that Intel screwed up on back in the misguided mobile era.
- ▶ 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
- ▶ 50:32 Hamilton Helmer Before commenting specifically on TSMC, one of their primary competitive interfaces, obviously, in terms of fab technology and getting ahead in that is Intel, and I just, just a caveat about both those businesses are amazing and…
- ▶ 50:55 Hamilton Helmer A reminder to everybody that power is not forever, because I use Intel in my book, and that's the way life is, you know, technology's changing, competition changes, and for me, you know, one of the longest term power things I've ever…
- ▶ 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.
- ▶ 55:09 Hamilton Helmer And then Intel.
Nvidia: The GPU Company (1993-2006) · Acquired
- ▶ 16:03 David Rosenthal Intel can do it.
- ▶ 18:33 David Rosenthal we'll use processors from, you know, Intel, too, but like, it really helps democratize making end product systems.
- ▶ 1:05:23 David Rosenthal Intel, you know, you think chips, you think Intel, right?
- ▶ 1:05:27 David Rosenthal You think silicon, you think Intel.
- ▶ 1:05:28 David Rosenthal Intel's whole strategy at this point in time was basically, they're almost like a biotech company today, like one of the big pharma companies.
- ▶ 1:06:10 Ben Gilbert And thus began the wave of being able to buy a PC with an Intel motherboard and integrated graphics.
- ▶ 1:06:40 David Rosenthal Exactly, and so Intel, they'd just sit back, they'd watch all this happening.
- ▶ 1:07:35 David Rosenthal So Jensen and Intel coming out and being like, we're a graphical processing unit.
- ▶ 1:07:43 David Rosenthal It's a big middle finger to Intel and this whole CPU dominant world.
- ▶ 1:12:42 David Rosenthal So at this point, Intel's like,
- ▶ 1:13:12 Ben Gilbert They made processors and competed with Intel.
- ▶ 1:14:32 David Rosenthal So, Intel's like, holy crap, we might have a problem on here.
- ▶ 1:14:37 David Rosenthal Not, not a pro, like, this is not a problem for Intel.
- ▶ 1:14:45 David Rosenthal Intel is used to at this point, just, you know, like Microsoft at this point.
- ▶ 1:14:57 David Rosenthal That's what Intel's doing.
- ▶ 1:14:59 David Rosenthal And now this is the first example of like Intel's going to have some trouble doing this on their own.
- ▶ 1:15:04 David Rosenthal So they actually at first come out with their own dedicated Intel graphics, you know, GPUs, graphics cards competing as separate cards other than Intel had ever
- ▶ 1:15:18 David Rosenthal I mean, I may be speaking out of turn here, but like, as far as I know, I don't, this is not a common strategy for Intel.
- ▶ 1:16:09 David Rosenthal So Intel does make a big push, and this actually, you know, ends up
- ▶ 1:16:30 David Rosenthal Uh, and especially leading into, you know, mobile, although Intel and mobile is a story for another day, but
- ▶ 1:31:23 David Rosenthal So they made this deal with Microsoft, right, to power the Xbox, and it was absolutely the right strategic decision to power the Xbox, to get Microsoft's support in creating CG for programmable shaders, you know, protect themselves from…
- ▶ 1:33:34 David Rosenthal Too much of an exaggeration to say that they're out of the fire and into the frying pan having solved their Intel existential strategic challenge and ending up now sort of at odds with Microsoft.
- ▶ 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.
- ▶ 1:54:26 David Rosenthal Great, NVIDIA, we're gonna help save you from Intel, and in return, you're gonna, you know, give us a really sweetheart deal on these chips, and you're gonna put us in business with Xbox, and by the way, the other side of your gaming and…
- ▶ 1:57:25 David Rosenthal Building and making the case that they're not going to get commoditized by Intel, that the GPU is going to be a standalone important thing.