Intel
10 statements across 6 episodes · 4 bullish · 4 bearish · 2 people on the record · first statement Nov 16, 2020 by Benedict Evans · said 51 times in 14 episodes since 2020 · across every show →
Mentions by year
brought up most by Benedict Evans (42), Jay Goldberg (8), Toni Cowan-Brown (1)
tap a year for its mentions
2026 6 mentions in 3 episodes 2 per episode
2025 1 mention in 1 episode
2023 2 mentions in 2 episodes 1 per episode
2022 21 mentions in 3 episodes 7 per episode
2021 7 mentions in 1 episode
2020 14 mentions in 4 episodes 4 per episode
Everything said about Intel, oldest first
Nov 16, 2020 bearish
Nov 16, 2020 bullish
Nov 16, 2020 bearish
Dec 22, 2020 neutral
Paradigm Shifts Disrupt Incumbents by Doing Something Entirely Different
“Each of those generations tended to change what companies mattered. So IBM dominates mainframes, and in fact, at the time, people used to talk about IBM and the Seven Dwarfs, because there were seven much smaller companies, like kind of Honeywell and Control D…”
Mar 7, 2022 bearish
Evans: Leading-edge chip fab capex will climb from $20B to $40B
“Which is why Intel had this, you know, this capital project to build new chip capability in the US, and it was twenty billion dollars. And that's just this generation. And there's going to be 40, it's going to be forty billion dollars next year. And the number…”
Dec 11, 2022 positive
Evans: Blocking Apple's PA Semi deal would have preserved Intel-Qualcomm duopoly
“Apple is making basically better chips than Intel or Qualcomm today, and it's doing that based on the acquisition of PA Semi, which was now a decade ago, also ago, 15 years ago, and what would, if the FTC had blocked that, Then basically they'd have gifted the…”
Dec 19, 2022
Goldberg: Designing custom chips yields no direct cost savings versus buying
“And if you actually do the math and sort of figure out cost, cost of designing your own chip versus buying from someone else, it turns out that there is no cost savings directly. You only want to design a chip that conveys some form of strategic advantage, rig…”
Dec 19, 2022 positive
Dec 19, 2022 bearish
Goldberg: Intel fell off the Moore's Law curve around 2012–2014
“And Intel dropped the ball. And we could spend a whole hour talking about Intel and their problems, but yeah, they are, they were once the definition of Moore's law. I mean, it's named after Gordon Moore. He used to be CEO of Intel. He was the founder. And the…”
Jun 18, 2023 positive
Benedict Evans: Apple's laptop-grade silicon gives Vision Pro an architectural advantage
“Apple is using a high-end laptop SAC in this thing because they have their own, which has massively better performance per watt than anything from Intel. Guess what Meta has to use? They have to use a smartphone chip from Volcom.”