Pat Gelsinger
General Partner, Playground Global. On 3 shows, 3 appearances. The Shows tab opens the full record on each.
executiveengineerinvestorauthor@PGelsinger ↗LinkedIn ↗Wikipedia ↗
Pat Gelsinger is an engineer and business executive who served as CEO of Intel and CEO of VMware. He is recognized for architecting the original Intel 80486 processor and championing the revival of advanced American semiconductor fabrication.
3shows
3appearances
39statements
12resolved
4supported
4contradicted
33%fully supported
2said about them ↓ Everything Pat Gelsinger said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Gelsinger: Intel was mismanaged for over a decade
“And I came back to Intel that was, you know, mismanaged for over a decade.”
Gelsinger says Intel will extend Moore's law until exhausting the periodic table
“We're not gonna let Moore's Law die until the periodic table is exhausted, and we have a lot of elements yet to go.”
Gelsinger: Nvidia got lucky on AI because AI workloads resemble graphics
“Yeah, and it very much is that way, and Jensen and I, you know, we've known each other for 35 years, you know, this general purpose workload, and we always are adding more capabilities to the CPU, but over here, it was always just go really fast for graphics, …”
Gelsinger: Intel returned $100B to shareholders five years before his return
“In the five years five, six years before I came back, you know, Intel gave a hundred billion dollars to shareholders.”
Gelsinger: Intel did not build a new factory for a decade
“It hadn't built a new factory in a decade when I got there.”
Gelsinger: Taiwan currently has less than three weeks of energy reserves
“The island of Taiwan has less than three weeks, a big article in the Wall Street Journal two weeks ago on this, less than three weeks of energy reserves.”
Gelsinger: China blockaded the Taiwan Strait seven times in four years
“I think China has blockaded the Taiwan Straits seven times over the last four years.”
Gelsinger: AI infrastructure buildout will last a couple of decades
“I am an optimist, you know, that we're in a couple of decade build out. Right. Not a couple of years, a couple of decades.”
Gelsinger: Quantum computing will likely break encryption by 2032 or 2033
“You know, 20, 2020, 32, 20, 33, when we solve, you know, things like encryption, right, you know, where, you know, he'll have the fundamental Q day, you know, kind of implications.”
Gelsinger: Quantum supremacy will occur across multiple industries before 2030
“But this decade, we will see quantum supremacy results across multiple industries.”
Gelsinger: Silicon supply chains will define geopolitics more than oil for 50 years
“Where silicon and technology supply chains is more important for the next five decades.”
Gelsinger claims only Intel and TSMC can manufacture leading-edge chips at scale
“There's only two companies in the world, we believe, that can be that leading edge technology manufacturer at scale. And, you know, one of those is in Asia. One of them is an American company who's done our R&D here in the US.”
Gelsinger: Intel wants to manufacture chips for Nvidia, AMD, Google, and Amazon
“And frankly, I want to manufacture for NVIDIA, for AMD, for Google, for Amazon. We want to be that supply chain provider because the world needs a Western supply chain at scale.”
Gelsinger: Intel aims to manufacture chips for Nvidia, AMD, and hyperscalers
“You know, we're also going to be a foundry. We're going to be the manufacturer for many of those chips as well. So we want to be the manufacturer for Nvidia, for AMD, for Google, for Amazon. We want to be their manufacturing partner, even if we're not using ou…”
Gelsinger: Intel, AMD, and Nvidia will be AI's three big merchant providers
“There's going to be those that build their own, you know, and that's what you see Amazon, Microsoft, Google are doing. They're going to say, hey, I'm going to own this and do this myself. And then there's going to be the general providers in the marketplace, a…”
Gelsinger: Global chip production will reach 50/50 East-West balance by 2030
“By the end of the decade, so, you know, seven, eight years, I think we can get close to fifty-fifty by the end of the decade, and if we accomplish that, right, over a seven or eight year period, I think the world is going to sleep much better at night”
Gelsinger: Chip fab locations are more geopolitically vital than oil reserves
“Where oil reserves are has defined geopolitics for 50 years. Where technology and fabs are for the future is more important.”
Gelsinger: Tech companies must be run by technologists, not business executives
“Fundamentally this is a technology business and you need technologists running technology”
Gelsinger: TSMC produces seven times as many semiconductor wafers as Intel
“Five to one, and now it's more like seven to one in terms of wafers, you know, to TSMC to Intel.”
Gelsinger: US leading-edge semiconductor manufacturing share grew from 12% to 18%
“When I came back, the U.S. Was building about 12% of leading edge. Today, that number is more like 18%.”
Gelsinger: Restarting a semiconductor fab after a shutdown takes 90 days
“When you turn off a fab, it doesn't come back on for 90 days, right?”
Gelsinger: ChatGPT-scale AI breakthroughs will emerge every two years for a decade
“But the next two years, we're going to have the next chat GPT. And then two years later, the next one and the next one and the next one. You know, we see a decade or more of continued evolution.”
Gelsinger claims BCG consultants saw 10x productivity improvements using AI for proposals
“Like Boston Consulting Group, one of our partners that we've worked with, you know, they were demonstrating 10 X productivity improvements on the part of their consultants being able to develop proposals for their clients.”
The other half of the tape: Pat Gelsinger's own voice is left out of every number here. Other people bring the name up 1 time in 1 episode across the shows. 1 statement on the record names them. every mention, with the transcript →
Who brings them up most Ro Khanna 1
Statements about Pat Gelsinger, by other people (1)
Khanna: Gelsinger cited capex and procurement, not permitting, for Intel struggles
“We asked Pat Gelsinger, who was asked to leave in Intel. And I said, is it, was it the permitting reform? And he said, no, it's that the capital expenditures to make Wall Street's numbers were, was very high and there was no, no procurement.”
Every mention by year
tap a year for its mentions
All-In 1
One line per show, most statements first. The link opens Pat's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
 BIG TECHNOLOGYLEDGER | General Partner, Playground Global | 1 | 15 | 100% 2/2 | full record on Big Technology → |
| ALL-INLEDGER | General Partner, Playground Global | 1 | 13 | 25% 2/8 | full record on All-In → |
 MASTERS OF SCALELEDGER | General Partner, Playground Global | 1 | 11 | 0% 0/2 | full record on Masters of Scale → |