Intel, every mention

mentionsepisodesper episode tap a year for its mentions

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

loading…

▶ 50:06 Neil Movva I was, I was born in in 1997, and, ah, my mom worked at Intel in the 2000, in the run up to the year 2000, and the dot com boom and crash. 2 times in the scene
▶ 1:05:56 Patrick O'Shaughnessy Like, I think everyone is wondering, will the memory companies, will TSMC, will Intel and others be able to, how will they expand capacity, basically?
▶ 1:17:20 Neil Movva The best processes that we have in the West, like Intel, not that far behind, at worst, like maybe two X, uh, worst performance per watt.

▶ 40:31 Ben Thompson Um, obviously Intel and Samsung are trying to get there, and it's the same thing. 9 times in the scene
▶ 1:20:29 Ben Thompson They were, and, and Intel is a good example here. 4 times in the scene

▶ 38:31 Eric Vishria You know, like in each prior generation, we obviously, we got Intel, we got Nvidia, um, we got Broadcom and Vago, we got Qualcomm and ARM, like, you know, in each of these generations, and like, you're, there will be, like, these giant…

▶ 48:33 Alex Sacerdote Even with cloud, we're basically Intel x-eighty-six became the data center chip sometime in the nineties.

▶ 22:28 Gavin Baker I vividly remember, like, visiting Science Park more than 20 years ago, and, you know, talking to them, do you think you could catch Intel? 3 times in the scene
▶ 26:35 Gavin Baker Well, one of, you know, the history markets is, I don't know who, but one of Intel and Samsung, they're not going to stay disciplined. 7 times in the scene
▶ 42:11 Patrick O'Shaughnessy Like we talked a lot about Nvidia and, you know, their, their sort of relationship with the SMC and Intel and all these sorts of things.
▶ 57:53 Gavin Baker Samsung and Intel.

▶ 3:24 Dylan Patel The person previously worked at Intel and he said that was an entire team's job to build that and maintain that.

▶ 20:18 Ben Horowitz Um, and he was, uh, the CEO of Intel, and he kind of famously did the, the major pivot of them out of the memory business into the microprocessor business. 3 times in the scene

▶ 59:51 Gavin Baker And I think this is actually a pretty big, this, they're, they're in the process of making a mistake just because, you know, you do have Intel and with these fabs, they're not as good and it's really hard to work with their PDK. 4 times in the scene

▶ 14:21 Dan Wang But if we take a look at many of America's apex manufacturers, companies like Boeing making aviation, Intel making chips, Detroit and Tesla making vehicles, mostly that's been going downhill.
▶ 47:23 Dan Wang It's not just Boeing, Intel, Tesla, Detroit, broadly.

▶ 52:38 Dylan Patel That's almost a function of why, like, Intel has fallen off a lot, right? 2 times in the scene
▶ 1:46:12 Dylan Patel Like, I think part of the reason Intel's behind is also that, ah, data sharing internally was terrible.
▶ 1:48:55 Dylan Patel When you grow up, like, like building computers, and like liking computers, and like AMD's innovating, and they're always like fostered this underdog mentality against Intel, and against Nvidia, evil Intel, and evil Nvidia, you know, and…

▶ 6:29 John Zito You see what's happened with us, with Intel, with InBev,
▶ 13:15 John Zito And we've taken those people who typically worked in opportunistic, high octane, high returning vehicles, and we've taken a lot of the most creative people and put them on investment grade, which you think about innovation is how do you… 2 times in the scene
▶ 28:24 John Zito Um, and you look now we've done deals for BP, Air France, Venovia, Intel. 2 times in the scene
▶ 49:18 John Zito We are wired to think that private is risky, but if it's an Intel bond with a 20 year guarantee from Intel, is it riskier or safer than the Intel QCIP bond? 2 times in the scene
▶ 1:13:22 John Zito Intel was just the start of that.

▶ 21:37 Neil Mehta I mean, you could go back to the sixties and you could talk about companies like AMD and Intel, um, you know, that were around in the sixties.

Turn any episode into a week of clips.