Intel
includes Intel Xeon
3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Aug 27, 2025 by Apoorv Agrawal · said 29 times in 13 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by Jaimin Rangwalla (7), Molly O'Shea (5), Naveen Rao (3), Rodrigo Liang (2), Pete Shadbolt (2), Bradley Tusk (2), Andy Lowery (2), Alex Kolicich (2)
tap a year for its mentions
2026 15 mentions in 5 episodes 3 per episode
- Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
- Inside the $4.5B Startup Building Brain-Inspired Chips for AI · Sourcery with Molly O'Shea
- Inference 101: SambaNova CEO Rodrigo Liang · Sourcery with Molly O'Shea
- Andrew Feldman on Building a Chip 58x Larger Than Nvidia's · Sourcery with Molly O'Shea
- How Brex signed a $5.15B Deal in ~40 Days · Sourcery with Molly O'Shea
- every mention in 2026, scene by scene →
2025 12 mentions in 6 episodes 2 per episode
- What Travis Kalanick Taught Bradley Tusk, & Why He Closed His VC Fund · Sourcery with Molly O'Shea
- Trae Stephens on Anduril’s Origin, Peter Thiel, & Palantir DNA · Sourcery with Molly O'Shea
- Elad Gil of Gil Capital, Gil & Co. & Enigma Global · Sourcery with Molly O'Shea
- CEOs of Epirus & Galvanick on the Future of Defense & Cybersecurity · Sourcery with Molly O'Shea
- Raising $2 Billion to Become the SpaceX of Quantum | PsiQuantum's Pete Shadbolt · Sourcery with Molly O'Shea
- Understanding OpenAI’s $500B Valuation · Sourcery with Molly O'Shea
- every mention in 2025, scene by scene →
Everything said about Intel, oldest first
Aug 27, 2025 neutral
Agrawal: Cloud Computing Generates $400B in Apps but Only $50B in Semis
“In the cloud super cycle, you know, you have about. Four hundred billion dollars of revenue that is being earned by the applications. Let's call it the layer one. You've got about two hundred billion spent on infrastructure. This is AWS and GCP and Azure, et c…”
Feb 7, 2026 negative
May 15, 2026 bullish
Rangwalla: Intel Has Significant Catch-Up Room vs Other Chipmakers
“If you think about every semiconductor company over the last four years in this heyday of AI, they're all up five, seven, 10 X. Like, it's still a laggard over any period beyond 12 months, and so, to me, there's still a lot of catch up for that company.”