Lip-Bu Tan
CEO, Intel Corporation. On 2 shows, 3 appearances. The Shows tab opens the full record on each.
executiveinvestorfounder@LipBuTan1 ↗LinkedIn ↗waldencatalyst.com ↗Wikipedia ↗
Lip-Bu Tan is a semiconductor executive and venture capitalist who previously served as CEO of Cadence Design Systems before taking over as CEO of Intel Corporation. He is the founder of Walden International and co-founder of Walden Catalyst Ventures, backing hardware, semiconductor, and AI startups worldwide.
2shows
3appearances
23statements
5resolved
4supported
0contradicted
80%fully supported
30said about them ↓ Everything Lip-Bu Tan said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Tan: President Trump asked him to resign over conflicts of interest
“Well, the most surprising that I don't learn from my previous job or even training is one day early morning, President Trump asking me to resign and a conflict of interest, and there's no exceptions.”
Tan: Jensen Huang's $5B Intel investment is now worth $25B+
“Secondly, very happy that Jensen Huang, my old time friend, he also put five billion in investing and support me. And I'm glad I at least do some good work. It's five billion become twenty five billion now and or more.”
Tan: AI inference is shifting CPU-to-GPU ratios toward 1:4 or 1:1
“Right now, the authentic AI and inference, CPU become, you know, highly in demand. And so, you know, versus one to eight in the training CPU to GPU, now I can see one to four, maybe one to one, and I'm delighted CPU become important.”
Tan: Chip manufacturing will reach 10A and 7A nodes despite escalating costs
“So I think I can see, you know, right now we have A and then now going to production of A, I can see 10 and seven. And so I think that path, I think we can get there, but couldn't it be more and more expensive and more difficult to do?”
Tan: Chip startups should target hyperscalers on day one, even granting warrants
“The next thing is look at, it's very important from day one, you'd have to target the first customer. And usually I like the customer is hyperscale. They have the scale. If they like what you have, they're willing to pay millions of dollars next few years. And…”
Tan: Intel Foundry is very distant from TSMC on performance and yields
“And the Foundry side, we are very distant from TSMC. And then in terms of their performance, so that's we have to be humble looking at building the building block, like I mentioned earlier, the IP, the yield, the defect density, and the cycle time to make it m…”
Tan: Intel Foundry turnaround will begin surfacing around 2031 or 2032
“So those are the things will take longer time, but I think by 32,032, 31, 32, I think I was starting to surface up.”
Tan: Setting goal of 10x shareholder return at Intel within a decade
“So it's hard to do that at Intel because the base is bigger. So I kind of said, okay, let's do it at 10 X, you know, and then, and five years, 10 years, we can Do Xx. I think it's a good return. Being a venture capital at heart. That's kind of my goal.”
Tan: Intel doesn't need grants, welcomes US government as shareholder
“Agreement that we can work together, and then more important, I don't need the grant, but I really look forward to have the US government be my shareholder, and we can work together.”
Tan: All Intel engineers report directly to the CEO
“And also the other part, from day one, I decided all the engineers report to me.”
Tan: Memory is the biggest AI bottleneck and takes years to fix
“Everybody know right now, memory is the biggest shortage. And everybody tried to scramble for memory. And then even though you want to build a fab to capacity increase, it would take a couple of years to do that.”
Tan: Intel is already planning for 1nm and 0.7nm nodes
“And then the most advanced process, like for example, we have the, you know, the is like 1.4 nanometer.
And we are already starting to plan for one nanometer and 0.7 nanometer.”
Tan: Jensen Huang invests in almost every photonics-related company
“Look at Jensen. He invests in almost every company is photonic related.”
Tan: AI Factories and Semiconductor Foundries Require Sovereign and Government Capital
“And then in terms of the capital intensive, like AI in a factory and also the foundry, and then you really need to tap either government funding or some sovereign fund, and also some very big capital. You know, there's some big fund that doing that, and they'r…”
Lip-Bu Tan says Intel doubled its market capitalization over $200 billion
“We double the market cap. It's over two hundred billion.”
Tan: Intel CEO personally handles all recruitment without search firms
“By the way, all the recruitment, I do it myself. No search firm helping.”
Lip-Bu Tan reports 159 IPOs, 126 M&A exits across his investment career
“You know, I still have 159 IPO, one 126 you know, M&A. And that's include semiconductor. Just break down to semiconductor. I invest over the years 200, and 38% is in US.”
Lip-Bu Tan: Open-source physical AI technology is a goldmine
“And right now, beside the agentic AI, now you're looking at physical AI, it's a mixed big frontier, and then you have to really look at a full stack. That's why I'm still involved with a lot of this frontier model that we very familiar, and some of the investm…”
Tan: Invested in 3D Glass Solutions for advanced glass packaging
“And then in terms of packaging, I started to invest into glass. Glass is a very good heat Insulator. So we, I even invest in a venture site called three DGS.”
Tan: Invested in Diamond Foundry for semiconductor packaging applications
“I also starting to look at artificial diamond. And that's another very good, you know, insulator. So I also invest into, you know, diamond foundry.”
Tan: Nine in Ten Portfolio Startups Pivot Midstream
“Nine of the 10 companies I invest, halfway they change their business plan because market have changed.”
Tan: Venture Capital Firms Are Now Putting $1B Checks Into Startups
“And some of the venture firm willing to put one billion into some company is very unheard of in the VC business. Now it's happening.”
Tan: Cadence delivered an ~85x shareholder return under his leadership
“You know, at Cadence, when I stepped down as a CEO, I think we make about close to 76 times, you know, starting from interim CEO, two dollar 42 cents. And then when I retired as security chairman, about 85 times return to the shareholder.”
The other half of the tape: Lip-Bu Tan's own voice is left out of every number here. Other people bring the name up 29 times in 7 episodes across the shows. 1 statement on the record names them. every mention, with the transcript →
Who brings them up most John Coogan 10Jordi Hays 5
Statements about Lip-Bu Tan, by other people (1)
Every mention by year
tap a year for its mentions
TBPN 29
2026 17 mentions in 5 episodes 3 per episode
- More Details on OpenAI-Hugging Face, SpaceX SPV Investors Get Rugged, Demis and DeepMind | Diet TBPN
- Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN
- Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN
- Jensen on Dwarkesh, Cursor x XAI, Netflix Stock Sinks | Diet TBPN
- Meta Tokenmaxxing, Intel Joins Terafab, Frontier AI vs. China | Diet TBPN
- every mention in 2026, scene by scene →
One line per show, most statements first. The link opens Lip-Bu's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
 NO PRIORSLEDGER | CEO, Intel Corporation | 1 | 21 | 75% 3/4 | full record on No Priors → |
| TBPNLEDGER | CEO, Intel Corporation | 2 | 2 | 100% 1/1 | full record on TBPN → |