Intel, every mention
135 scenes (2025) · ← back to Intel
tap a year for its mentions
every year 2025 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
Coca-Cola: The Complete History & Strategy (Audio) · Acquired
- ▶ 50:41 David Rosenthal It's kind of like Microsoft and Intel in the PC era, except even more closely tied.
- ▶ 50:47 David Rosenthal It'd be like if Microsoft had contracts with Intel where they got to stipulate what the processes were going to look like and what the machines were going to look like.
Trader Joe’s: Hawaiian shirts and counter positioning (Audio) · Acquired
- ▶ 15:16 David Rosenthal We're about to hit Fairchild and Intel.
Google Part II: Alphabet (Audio) · Acquired
- ▶ 2:47:37 David Rosenthal And this is a partnership with HTC, Motorola, Samsung, LG, T-Mobile, Sprint, Qualcomm, Intel, Broadcom, and Texas Instruments.
Google Part I: Origins of Search. How the Best Business in Human History Happened (Audio) · Acquired
- ▶ 48:36 David Rosenthal So famously, they go find space in a Menlo Park garage, a house owned by one Susan Wojcicki, who was a manager at Intel and soon would become herself an early developer.
- ▶ 1:36:13 David Rosenthal It becomes the Intel inside of search.
The Steve Ballmer Interview · Acquired
- ▶ 14:55 Steve Ballmer And, you know, they wanted to use an Intel part versus their own proprietary part.
- ▶ 15:00 Steve Ballmer They didn't ask Intel to do them a custom part either.
- ▶ 19:04 Steve Ballmer I can't remember what year it would have been, but Andy Grove, who was running Intel at the time said, yeah, pretty soon we'll be selling a hundred million PCs a year.
- ▶ 1:05:06 Steve Ballmer I don't even remember what processors we started out on, but I'm pretty sure we started out on Intel.
Epic Systems (MyChart) · Acquired
- ▶ 6:21 David Rosenthal Microsoft and Epic, Intel, and all of this.
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
- ▶ 29:59 David Rosenthal Yeah, not just NVIDIA, but Qualcomm and Intel.
- ▶ 1:16:08 Morris Chang Intel.
- ▶ 1:16:22 Morris Chang And maybe among a few other companies such as Texas Instruments and so on, but not Intel.
- ▶ 1:16:30 David Rosenthal And Apple was considering Intel.
- ▶ 1:16:39 Morris Chang Was not actively considering intel.
- ▶ 1:37:04 Morris Chang Uh, we need to, um, pause our discussions for two months because the highest level of intel has approached
- ▶ 1:37:31 Morris Chang and has asked Tim Cook to consider Intel.
- ▶ 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.
- ▶ 1:38:26 Morris Chang Um, Intel was no longer a name that you would, when you hear it, you would stand up and bow, you know.
- ▶ 1:39:02 David Rosenthal I mean, it's their, their intel.
- ▶ 1:39:04 Morris Chang Yeah, Intel, you know.
- ▶ 1:39:27 Ben Gilbert We have to compete on a different vector, because we'll never catch Intel.
- ▶ 1:40:19 Morris Chang At that time, we thought we were almost at par with Intel.
- ▶ 1:40:27 Morris Chang In fact, I thought we were, I think I thought we were at par with Intel at that time.
- ▶ 1:40:33 Morris Chang I thought we were better than Intel.
- ▶ 1:40:42 Morris Chang We thought that our customers trusted us more than Intel's customers trusted Intel.
- ▶ 1:40:57 Morris Chang But, ah, then indeed, and I also thought that when, when Jeff Williams told me the highest level of Intel, I thought he was talking about,
- ▶ 1:41:10 Morris Chang Somebody like Andy Grove, you know, who was retired, of course, but you know, but it turned out that he was only talking about, um, the CEO of Intel at that time.
- ▶ 1:41:39 Ben Gilbert So today, Intel doesn't make the chips in the iPhone.
- ▶ 1:43:50 Morris Chang And, uh, anyway, he told me there's nothing to worry about because, uh, Intel, uh, just does not know how to be a Foundry.
- ▶ 1:44:32 Morris Chang I mean, they were always very superior, you know, intel.
- ▶ 1:44:39 Morris Chang Before this Apple thing, Apple and we, before Apple became our customer, I knew a lot of Intel's customers in Taiwan.
- ▶ 1:44:55 Morris Chang You know, all the PC makers are Intel's customers.
- ▶ 1:45:03 Morris Chang I mean, they, none of them liked Intel.
- ▶ 1:45:11 Morris Chang Intel, you know, act, always acted like they were the, the only guy.
- ▶ 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,
- ▶ 1:46:15 Morris Chang Intel has never done that, you know.
- ▶ 1:46:21 Morris Chang Intel, I mean, I, I, I said I knew a lot of, uh, customers of, uh, Intel's here in Taiwan.
- ▶ 1:46:40 Morris Chang Yeah, none of them either trusted Intel or liked Intel.
- ▶ 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.
- ▶ 2:26:16 David Rosenthal Probably Intel would be making all of the chips that go into your iPhone, all the leading edge chips that go into your iPhone.
- ▶ 2:26:23 David Rosenthal Like, they already had the Intel relationship.
- ▶ 2:26:26 David Rosenthal Macs were running on x-eighty-six Intel chips.
- ▶ 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.
- ▶ 2:33:44 David Rosenthal This is a major difference in Intel's fab strategy versus TSMC.
- ▶ 2:33:49 David Rosenthal Intel
- ▶ 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
- ▶ 0:55 David Rosenthal And it turns out they even manufacture a lot of chips for Intel, too.
- ▶ 20:32 David Rosenthal Gordon Moore, who was also, you know, at Fairchild and then founder of Intel along with Noyce, he would coin Moore's Law.
- ▶ 24:09 Ben Gilbert And again, to peg us in history here, we're still, I think, 10 years before the founding of Intel.
- ▶ 33:36 David Rosenthal This is right when Intel's getting founded, so screw Fairchild, screw National, screw, like, TI is kicking all of their butts, and it's thanks to Morris.
- ▶ 34:10 David Rosenthal Intel's killing it.
- ▶ 41:28 David Rosenthal Instead, of course, it was Intel.
- ▶ 41:36 David Rosenthal Well, then the architecture standardizes on x 86 and boom, there goes the whole next generation of computing away from TI over to Intel.
- ▶ 41:45 Ben Gilbert The sort of family of IBM with Intel processors and eventually running Microsoft operating systems.
- ▶ 41:53 David Rosenthal Intel processors.
- ▶ 52:14 David Rosenthal TI and Intel and everybody like, you know, at Fairchild, they're international, they're leading the way.
- ▶ 52:45 David Rosenthal Even today, when TSMC or Intel or Samsung or whoever built a fab,
- ▶ 55:04 Ben Gilbert And I do think the implication was go start an Intel, or go start an IBM.
- ▶ 1:00:31 David Rosenthal And so he goes around and he talks to Intel, he talks to TI, he talks to everybody in the industry, and they're like, yeah, he talks to Motorola, like,
- ▶ 1:00:47 David Rosenthal And we want you to raise it from like an Intel or a TI, you know, somebody who's gonna be your first customer and that they're gonna be bought in.
- ▶ 1:00:57 David Rosenthal He gets meetings with Intel.
- ▶ 1:12:30 David Rosenthal So they took the ARM architecture, and they tuned it for performance, and they called what they did at DEC, their version of ARM that they created, strong ARM, and that product line within DEC would later be acquired by Intel, of all…
- ▶ 1:12:50 David Rosenthal Crazy, why Intel acquired an ARM architecture?
- ▶ 1:12:53 Ben Gilbert Right, like they're the x-eighty-six.
- ▶ 1:12:55 David Rosenthal Yeah, they remarketed it as x-scale.
- ▶ 1:12:57 David Rosenthal I think they ended up shutting it down.
- ▶ 1:12:59 David Rosenthal So a bunch of the core engineers on the team, like the DEC team that have been working with ARM from back in the day, and they're like, we just got acquired by Intel.
- ▶ 1:13:09 David Rosenthal We don't want to go work for Intel.
- ▶ 1:13:10 Ben Gilbert There's no interesting flourishing alternative architectures at Intel.
- ▶ 1:13:27 David Rosenthal Lineage of all of Apple Silicon, probably the most valuable, defensible part of Apple today in terms of technology, was Armandec to Intel to PA Semi to Apple.
- ▶ 1:13:51 David Rosenthal With Intel and DEC in the middle.
- ▶ 1:15:08 David Rosenthal And then, as you said, but I had better reasons for hoping for it than the people at Intel, at TI, and Motorola, because I was now standing outside.
- ▶ 1:19:57 David Rosenthal Intel has been trying to get there, but they haven't been able to.
- ▶ 1:20:01 David Rosenthal They've fallen behind.
- ▶ 1:30:24 David Rosenthal I mean, Intel was like, pfft, NVIDIA, come on.
- ▶ 1:33:59 David Rosenthal Like, you know, Intel's not making that.
- ▶ 1:34:17 David Rosenthal It was Intel.
- ▶ 1:35:43 David Rosenthal So at first, the cloud is good for Intel, right?
- ▶ 1:35:50 Ben Gilbert Dude, the cloud's the best thing that ever happened for Intel.
- ▶ 1:35:55 David Rosenthal It was the best thing that ever happened to Intel.
- ▶ 1:36:12 David Rosenthal Maybe you'll use 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?
- ▶ 1:37:58 David Rosenthal Well, anyway, point is, Intel's dominance is over, and the index on all that's gonna take over is TSMC.
- ▶ 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.
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