Intel, every mention
57 scenes, the whole family · ← back to Intel
tap a year for its mentions
every year anyone Chamath Palihapitiya 40Pat Gelsinger 22Jason Calacanis 18Rene Haas 10David Sacks 8David Friedberg 6Antonio Gracias 3Andrew Feldman 3Ro Khanna 2Gavin Baker 2
Verbatim, from the transcripts: the passages where Intel comes up
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
- ▶ 0:00 Jason Calacanis Spent a long time at Intel. 6 times in the scene
- ▶ 1:46 Pat Gelsinger I went through puberty at Intel, right? 4 times in the scene
- ▶ 5:48 Pat Gelsinger But, you know, when they moved to Intel and the Centrino chip, it was a big deal. 6 times in the scene
- ▶ 8:33 Pat Gelsinger Uh, at Intel, we sort of scoffed at his machines. 10 times in the scene
- ▶ 15:35 Pat Gelsinger You know, Intel is starting to be a real foundry. 2 times in the scene
OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
- ▶ 1:37:31 Brad Gerstner Or frankly, whether it's the Intel shares or whether it's the tick tock fee, I now have a place where all of those wins achieved by this administration can go.
Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
- ▶ 15:27 Andrew Feldman And I, I think some of the lessons learned by the, the hyperscalers of the x-a-t-e-s world is they were dependent on Intel.
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
- ▶ 1:10:36 Gavin Baker And, you know, he's starting with some, some advantages with the Intel partnership.
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
- ▶ 53:10 David Friedberg Then IBM started buying the Intel chip for the personal computer.
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
- ▶ 52:37 Jason Calacanis Intel. 2 times in the scene
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
- ▶ 22:04 Andrew Feldman Share changed when cell phone compute emerged, and Intel and AMD who had fabs and the best architects got zero share, and it all moved to ARM.
Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back
Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
- ▶ 1:05:29 Andrew Feldman Within a few square miles of Santa Clara, uh, you, you had Intel, you had, uh, AMD, you had NVIDIA, you have our team, you have ARM, you have one of ARM's great teams.
Satya Nadella on AI’s Business Revolution: What Happens to SaaS, OpenAI, and Microsoft?
- ▶ 19:30 Satya Nadella There's a lot talked about Intel and Microsoft, but one of the other things that I grew up in, which has sort of been foundational in how I look at the world,
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026
- ▶ 1:11:50 Howard Lutnick But, you know, they had, they gave Intel ten billion dollars.
- ▶ 1:20:34 Chamath Palihapitiya Do you think that the deals that we're seeing, so there's a 25% rupture on the H 200 from NVIDIA, you were able to get, I think, 10% of Intel?
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
- ▶ 17:04 Chamath Palihapitiya The people in government could underwrite an investment structure like they have done in things like MP materials, which is way up, things like Intel, which is way up.
Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
- ▶ 1:05:56 Jason Calacanis And as you can see here between XAI, OpenAI making language models, AMD, Intel CoreWeave standing up data centers.
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
- ▶ 2:48 Rene Haas So we were involved, uh, at that time in trying to do, uh, mobile chipsets connecting to an Intel processor, right? 2 times in the scene
- ▶ 10:25 Rene Haas To some extent, although we don't build anything, right, our business model is we do the design, someone else has the chip built, mostly at TSMC, some at Samsung, even Intel. 7 times in the scene
- ▶ 20:28 Rene Haas Semiconductors have not been regulated traditionally, and because of that, if you look at the real heart of what drives, ah, semiconductor growth, compute, whether it's Intel, whether it's ARM, whether it's NVIDIA, that's the West.
Oval Office Tour with President Trump
- ▶ 13:25 Chamath Palihapitiya You did a great deal with Intel recently.
- ▶ 15:34 Donald J. Trump And you would have had, ah, Intel and the ones that were doing so well originally, ah, they would have, you know, they would have been supreme right now.
Senator Rand Paul: Tariffs, Debt, China, and a Warning for America
Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough
- ▶ 36:45 Jason Calacanis The US government just took a 10% stake in Intel. 6 times in the scene
- ▶ 53:16 Chamath Palihapitiya Two, when we do these programs like we did with MP and we've done with Intel, they're really smart.
Every Investor Needs To Understand This Concept - David Friedberg
- ▶ 11:01 Chamath Palihapitiya Okay, but I'm just saying like, there's probably a person that was the smartest Suraj and bought Intel and there was another person that bought AMD.
AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?
- ▶ 1:22:13 Chamath Palihapitiya Okay, but I'm just saying like, there's probably a person that was the smartest Suraj and bought Intel and there was another person that bought AMD.
Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
- ▶ 26:46 Chamath Palihapitiya Nvidia, AMD, Intel. 3 times in the scene
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
- ▶ 44:40 Chamath Palihapitiya But that's, it's happened to HP, it's happened to Lotus, it's happened to Intel, it's happened to General Electric, it's happened to umpteen companies.
The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
- ▶ 8:09 Chamath Palihapitiya The other part of what I would say is the first part of what you're saying is very similar to what Intel did to scale their chip dominance in the eighties and nineties with this Intel inside program. 3 times in the scene
DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s
- ▶ 56:20 Antonio Gracias We have government bureaucrats deciding how to spend two hundred billion dollars to modernize Intel, which needs to happen.
Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
- ▶ 1:46:51 David Friedberg Well, what's really interesting is that in the last five years, the market cap's grown by eight X, Nvidia's grown by 20 X, but, you know, Intel over the last five years is what, down 70%? 3 times in the scene
Inauguration Interviews: Trump's Talent, Dem Rebrand & more w/ Whip Emmer, Reps Swalwell & Khanna
2025 Predictions: Tech, Business, Media, Politics!
- ▶ 51:13 Gavin Baker So kind of point number one, point number two, something will happen with Intel and that will be big and hopefully it's good for America.
The All-In Holiday Spectacular
- ▶ 19:08 Chamath Palihapitiya Intel.
Michael Ovitz | All-In Summit 2024
- ▶ 2:05 Chamath Palihapitiya Intel Media Lab, and really tried to bring technology to Hollywood, and then later joined up with Marc Andreessen, and have helped Marc and Ben, since then, scale up Andreessen Horowitz, and really change how Silicon Valley operates.
Massive jobs revision, Kamala wealth tax, polls vs prediction markets, end of race-based admissions
- ▶ 1:24:54 David Friedberg Meanwhile, Intel is imploding, you know, they can't manufacture, so.
Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
- ▶ 27:34 Chamath Palihapitiya And what you're seeing now is that Amazon, Google, Microsoft, AMD, Intel, a plethora of startups, Grok, everybody trying to make now different hardware solutions.
Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls
- ▶ 29:22 Chamath Palihapitiya Intel's peak market cap was, I think it got to about two hundred billion dollars. 3 times in the scene
Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
- ▶ 1:07:40 Chamath Palihapitiya So, you know, Samsung and Intel were our partners and AT&T and all this stuff.
E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
- ▶ 6:23 Chamath Palihapitiya The other thing that Nvidia does brilliantly is what Intel did in the eighties and nineties when they wanted to kind of choke the market for CPU competition, which is that they were able to define a metric that everybody started to pay… 3 times in the scene
E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more
- ▶ 22:31 Chamath Palihapitiya Intel was the basically the mother of all of modern compute up until today, right? 2 times in the scene
All-In Summit: In conversation with Vinod Khosla
- ▶ 0:43 Chamath Palihapitiya Uh, his Indian army officer dad wanted his kid to join the army, and Vinod decided instead to go into business after reading about Intel and getting inspired by co-founder Andy Grove, an immigrant who got, um, funding for his startup in… 2 times in the scene
E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors & more
- ▶ 27:25 Chamath Palihapitiya Doerr worked at Intel. 2 times in the scene
E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
- ▶ 51:49 David Friedberg Mosaic ML, as you guys may remember, is a company I mentioned a number of episodes ago, led by the founder of Nirvana, which was an early AI business that was acquired by Intel.
E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more
- ▶ 1:19:43 Jason Calacanis We're talking about the Intel inside Pentium chips. 3 times in the scene
E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
- ▶ 1:02:14 Chamath Palihapitiya Intel had the run of the place for the first.
E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
- ▶ 4:27 Chamath Palihapitiya And we had put together all this work and brought in Intel and AT&T and all these people.
E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more
- ▶ 39:38 Chamath Palihapitiya And it was largely led by Intel.
E88: First principle politics, China chaos & outlook, state of private/public markets & more
- ▶ 5:49 David Sacks He's trading on chip stocks like Nvidia and Intel and so forth. 8 times in the scene
#AIS: Bestie AMA with Valor's Antonio Gracias
- ▶ 45:33 Antonio Gracias So, you know, TSMC basically took the many, this idea of outsourcing manufacturing assets that Intel did with TSMC in the beginning, 2 times in the scene
E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
- ▶ 47:15 Ryan Petersen Intel like fine.
E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest
- ▶ 34:25 Chamath Palihapitiya Intel today actually said there's going to be shortages in chips through 2024.
E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen
- ▶ 59:50 Chamath Palihapitiya The other thing to remember is when you look at the PC industry, how did Intel become so dominant? 3 times in the scene
- ▶ 59:55 Chamath Palihapitiya Part of what Intel was able to do to outcompete AMD and everybody else was that program called Intel Inside, which is effectively these co-marketing pass through dollars that they would use to actually give an incentive for Dell and for…
E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more
- ▶ 46:35 Chamath Palihapitiya This is why you see Intel. 3 times in the scene