Intel, every mention
23 scenes · ← back to Intel
tap a year for its mentions
every year anyone Benedict Evans 42Jay Goldberg 8Toni Cowan-Brown 1
Verbatim, from the transcripts: the passages where Intel comes up
Token pricing
- ▶ 9:42 Benedict Evans Um, and so that meant that you went from having dozens of companies at the cutting edge to, you know, really just TSMC, and then Samsung and Intel a bit behind.
The spring updates on AI
- ▶ 6:59 Benedict Evans Um, Intel didn't get a percentage of Microsoft's revenue, um, your infrastructure, and that's it. 3 times in the scene
The end of the network effect
- ▶ 1:27 Benedict Evans Consumer computing has been based on network effects, that we had Windows and Intel, and then we had, with the web, we had Google, and then Facebook, and Amazon, and then the things that Facebook bought, and we had the iOS and Android,…
- ▶ 4:24 Benedict Evans Because Intel had network effects, but didn't really have much control further up the stack.
Looking for AI strategies
- ▶ 1:37 Benedict Evans You watch Jensen Huang give, you know, his two hour, one and a half keynote, and then there's MCP this and ultraviolet that, and like, feels a bit like looking at Moore's law and if there were 10 intels.
Vision Pro, two weeks on
- ▶ 27:46 Benedict Evans 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.
ChatGPT versus Google
- ▶ 28:34 Benedict Evans Yeah, I mean, there's, you know, I mean, there's, there's, there's, you know, Google, um, TSMC, Samsung, and Intel will spend, I don't know, a hundred, hundred and fifty billion dollars on CapEx this year.
Why are chips interesting again?
- ▶ 0:56 Benedict Evans But in the last sort of three, four, five years, maybe even 10 years, like chips have sort of slowly shifted from like, don't worry about it, Intel will make more chips. 3 times in the scene
- ▶ 4:48 Jay Goldberg And so TSMC is spending 40 something billion dollars in CapEx this year and Samsung doing the same and Intel is spending everything it can on CapEx. 6 times in the scene
- ▶ 6:10 Benedict Evans And now they pay TSMC and maybe Samsung to make these chips for them that are better than anything that Intel or Qualcomm can make.
- ▶ 9:31 Jay Goldberg Yeah, I've, I've done some math on it because when Apple first launched their chip, everyone assumed that they were just doing it to save 10 dollars of margin that they're giving to Intel. 2 times in the scene
- ▶ 39:01 Benedict Evans Part of the, obviously, part of the things we kind of touched on a bleakly, but didn't mention kind of explicitly was that part of the shift away from Intel was on the one side of the manufacturing, but on the other hand, the shift away… 3 times in the scene
No Soup for You! Regulating tech M&A
- ▶ 27:32 Benedict Evans 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, 2 times in the scene
Ukraine
- ▶ 10:23 Benedict Evans And so suddenly we've gone from a world in which it was Intel and it was a bunch of different companies to, no, it's, it's basically TSMC and Samsung and Intel, and it's TSMC way ahead, and TSMC is within ballistic missile range of 2 times in the scene
- ▶ 13:43 Benedict Evans Now it's basically, um, I'm not a chip analyst, but you know, it's Intel and TSMC and Samsung and maybe Global Foundry, so maybe a couple of others. 2 times in the scene
Telcos and Tesla
- ▶ 6:59 Benedict Evans One of the interesting forks is sort of, 15 years ago, um, Intel had this idea that they would produce their own wireless radio standard called WiMAX to compete with three G. 6 times in the scene
- ▶ 34:00 Benedict Evans And, you know, to Intel or WiMAX, yes, your, your hardware's better, but like that's, is that the bit that your network technology is better?
What comes next?
- ▶ 3:26 Benedict Evans And then Microsoft and Intel come along and blow up the tech industry, and they don't do it by doing mainframes, they do it by doing something else.
The FTC and Facebook
- ▶ 5:43 Benedict Evans The market for Microsoft Windows was commercial operating systems for Intel based PCs.
The paradox of Apple
- ▶ 1:25 Benedict Evans In the summer, Apple said that they were going to move the Mac from Intel chips 8 times in the scene
- ▶ 6:29 Benedict Evans Um, and so there's that steady execution, but the other side of this is you look at the chart of Apple chip performance going up at a 45 degree angle as opposed to the chart of Intel chip performance going up at a 10 degree angle. 2 times in the scene
- ▶ 16:40 Toni Cowan-Brown This understanding, and you make this decision of when it makes more sense to buy off the shelf from someone else, or to build in-house what you believe to know to be better than what's existing already, or what's out there on the market,…
What the Apple and Facebook events tell us about their product cycles
- ▶ 21:38 Benedict Evans And that's where Apple and Microsoft and Intel and everybody else have taken PCs and then phones, and now that's not where VR is.