Intel, every mention

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every year anyone Brad Gerstner 12Bill Gurley 7Dylan Patel 6Jensen Huang 2Satya Nadella 1

Verbatim, from the transcripts: the passages where Intel comes up

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All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod Oct 31, 2025 · 1 mention

  • ▶ 1:11:58 Satya Nadella Even before you get to what is happening in Arizona with the TSMC plants or what was happening with Micron and their investments in memory or Intel and their fabs and what have you, right?

NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Sep 26, 2025 · 7 mentions

China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Aug 28, 2025 · 1 mention

NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod Mar 21, 2025 · 3 mentions

  • ▶ 42:51 Brad Gerstner I will tell you when you think about in particular, the chip companies, Bill Liputan, the new CEO of Intel, I think born in Malaysia, you know, I think every one of them has a CEO who is born in Southeast Asia, China or Taiwan.
  • ▶ 50:20 Bill Gurley On the token count thing, no one in the previous world, let's call it Intel's heyday, talked about the CPU units of performance, like how many, how many times the CPU transacted. 2 times in the scene

Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jan 11, 2025 · 1 mention

  • ▶ 37:37 Brad Gerstner Now remember, NVIDIA was up, I don't know, a 140, a 150% last year, but Intel was down over 20%.

AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Dec 23, 2024 · 6 mentions

  • ▶ 20:41 Dylan Patel Because Intel's progress has been this, right? 4 times in the scene
  • ▶ 1:07:27 Dylan Patel But, yeah, they kicked Intel's ass, but that's, that's like, you know, stealing candy from the baby. 2 times in the scene

Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Dec 12, 2024 · 1 mention

Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Oct 13, 2024 · 4 mentions

  • ▶ 12:26 Brad Gerstner Is that, you know, when you think about, for example, as a business case study, Intel. 4 times in the scene

Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Sep 9, 2024 · 1 mention

  • ▶ 1:05:34 Brad Gerstner We happen to both be on the same side of the agreement that that's going to be very challenged in the United States, but the United States- Data in the recent week, including Intel stock price.

BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod Feb 22, 2024 · 3 mentions

  • ▶ 1:01:34 Bill Gurley Oh, oh yeah, Intel, obviously, but like, it's not like chip design bins to disruption or like software does. 3 times in the scene
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