Intel, every mention
8 scenes (2025) · ← back to Intel
tap a year for its mentions
every year 2025 anyone Brad Gerstner 12Bill Gurley 7Dylan Patel 6Jensen Huang 2Satya Nadella 1
Verbatim, from the transcripts: the passages where Intel comes up
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- ▶ 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
- ▶ 11:26 Jensen Huang Our partnership with Intel is recognizing that general purpose computing needs to be fused with accelerated computing to create opportunities for them.
- ▶ 49:17 Brad Gerstner Including Intel, which you just invested in. 5 times in the scene
- ▶ 1:29:10 Jensen Huang Partnering with Intel.
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 43:25 Bill Gurley Um, Intel's getting money from the US government.
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 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
- ▶ 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%.