Intel

4 statements across 4 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Mar 14, 2024 by David Senra · said 92 times in 20 episodes since 2023 · across every show →

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brought up most by David Senra (92)

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2026 1 mention in 1 episode
2025 32 mentions in 7 episodes 5 per episode
2024 53 mentions in 9 episodes 6 per episode
2023 6 mentions in 3 episodes 2 per episode

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Everything said about Intel, oldest first

Mar 14, 2024 positive
Insight
Andy Grove: Friendly companies share advice freely because reciprocity balances out
“In my view, that's what friendly companies and friends do for each other. In the long run, these things balance out. I'm sorry you don't feel that way. We will be worse off as a result, and so will the industry.”
David Senra Mar 14, 2024 ▶ 50:15 Steve Jobs (Make Something Wonderful)
Mar 8, 2025
Assertion Partly supported
Grinnell College bought 10% of Intel's initial private placement
“Grinnell actually buys 10% of the private placement that was the initial funding of Intel.”
David Senra Mar 8, 2025 ▶ 58:03 400 Pages of Warren Buffett and Charlie Munger In Their Own Words
Aug 14, 2025 positive
Insight
Andy Grove: Friendly companies should share help freely without charging
“In my view, that's what friendly companies and friends do for each other. In the long run, these things balance out.”
David Senra Aug 14, 2025 ▶ 52:06 Steve Jobs In His Own Words (Make Something Wonderful)
Oct 19, 2025
Assertion Supported
Senra: In 1997 Intel generated 860 times more revenue than NVIDIA
“At the time he just said this, he's telling his company, we're gonna go kill Intel. At that time, Intel was 860 times larger than NVIDIA in terms of revenue.”
David Senra Oct 19, 2025 ▶ 7:27 How Jensen Works
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