Intel, every mention
95 scenes, the whole family · ← back to Intel
tap a year for its mentions
every year anyone John Coogan 106Jordi Hays 80Ben Thompson 25Tyler Cosgrove 6Turner Novak 6George Hotz 4Lip-Bu Tan 3Tae Kim 2Jimmy Iovine 2Shyam Sankar 1
Verbatim, from the transcripts: the passages where Intel comes up
Model Mayhem, GPT-6 Astra, Why Nvidia Bought Hugging Face | Diet TBPN
- ▶ 17:36 John Coogan You got Salesforce, Google, Amazon, Nvidia, AMD, Intel, Qualcomm, and IBM. 2 times in the scene
Jimmy Iovine on AI: “The Great Artists Will Show the World How to Use It”
- ▶ 55:04 Jimmy Iovine But, when I saw Pirates, I went and met with three tech companies, and one of the tech companies, very high up guy at Intel, said to me, Jimmy, this is a, I started talking about the recording studio, and the people that are suffering, and…
- ▶ 1:01:19 Jimmy Iovine All one thing, rather than have to be a tail wagging a dog, you know, I mean, look, uh, Intel's buying Paramount and Warner, right?
AI-Designed Viruses, OpenAI’s First Device, The Mansion Section | Diet TBPN
- ▶ 24:51 Jordi Hays Google will join the ranks of other legendary tech giants like IBM and Intel to give up on the harder thing and do the thing that will make you more money.
More Details on OpenAI-Hugging Face, SpaceX SPV Investors Get Rugged, Demis and DeepMind | Diet TBPN
- ▶ 25:56 John Coogan How Intel came back from the brink, uh, we've been covering this story on and off as it's unfolded, but the Financial Times took to the big read to write up the full story as they see it, as they reported it. 10 times in the scene
IBM's AI Rollercoaster, Demis Calls for AI Watchdog, NY Pauses AI Data Centers | Diet TBPN
- ▶ 3:25 unnamed speaker Uh, this legitimized the personal computing market and set up two new companies, Intel and Microsoft, to capture immense value during the next computing boom. 4 times in the scene
Jersey Mikes's IPO, AI Lab Nationalization, SpaceX AIPhone | Diet TBPN
- ▶ 9:17 John Coogan Doing business with a Trump admin has turned out well for other companies like Intel and Dell. 3 times in the scene
Snap SPECS, Taste Labs Timeline Turmoil, AI Execs at G7 | Diet TBPN
- ▶ 25:49 unnamed speaker I mean, they're, they're trading at, what, 10 times Intel at this point or something? 4 times in the scene
Musk Loses OpenAI Case, Leopold’s 13F, Data Center Backlash | Diet TBPN
- ▶ 8:07 unnamed speaker So when you see something like, oh, he owns a billion dollars of intel, it's usually he owns the right to purchase a billion dollars of intel, and he has actually deployed far less capital into that position, although it is 2 times in the scene
Cerebras IPO, Warsh Confirmed Fed Chair, Musk-OpenAI Trial Nears End | Diet TBPN
- ▶ 12:56 unnamed speaker You know, we, we entered the AI age, and everyone was like, oh, GPUs are the future, NVIDIA's the company, but then it was like, NVIDIA GPUs are good, and then also CPUs are good, and, and ARM is getting into it, and Intel's doing very…
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN
- ▶ 0:31 unnamed speaker Intel's up 20% today, so almost. 24 times in the scene
AI Profits Surge, $70B Capex Surge Raises Investor Concerns, Automated Skin Exams | Diet TBPN
- ▶ 18:30 unnamed speaker And Intel is at 900 times earnings. 2 times in the scene
Tech Earnings Quadkill, Red Button vs Blue Button | Diet TBPN
- ▶ 15:39 unnamed speaker Investor concern was broad based because companies, including IBM, Texas Instruments, and Intel had reported strong earnings in recent days. 3 times in the scene
Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN
- ▶ 0:02 unnamed speaker The big news, of course, is Intel. 18 times in the scene
- ▶ 2:12 unnamed speaker It's funny because at the moment that the U S took a position in Intel, it was like, it felt like a bay. 6 times in the scene
- ▶ 4:55 unnamed speaker Intel's data center segment produced 5.1 billion in quarterly revenue, beating the 4.5 billion that analysts expected. 4 times in the scene
- ▶ 8:23 unnamed speaker Intel is supposed to help design, manufacture, and package chips for the project. 13 times in the scene
Thoma Bravo Loses Medallia, OpenAI Drops ChatGPT 5.5, Bob Iger Returns | Diet TBPN
- ▶ 20:38 unnamed speaker Hopefully, uh, back to Intel. 6 times in the scene
Apple’s New CEO John Ternus, Ferrari’s First EV | Diet TBPN
- ▶ 8:49 unnamed speaker Uh, you have IBM, Oracle, Intel, Cisco, Qualcomm, and HP, all that were in the, the top 10.
- ▶ 16:28 unnamed speaker He played a crucial role in the development of Apple AirPods, obviously a massive success, and he redesigned Apple's computers to use company design chips instead of Intel's, a massive move that, uh, extended battery life and improved…
Jensen on Dwarkesh, Cursor x XAI, Netflix Stock Sinks | Diet TBPN
- ▶ 21:15 unnamed speaker Uh, well, uh, Intel is up on the news, uh, up four percent today, 10% over the past five days. 4 times in the scene
Meta Tokenmaxxing, Intel Joins Terafab, Frontier AI vs. China | Diet TBPN
- ▶ 12:31 unnamed speaker Intel is joining TerraFab. 12 times in the scene
FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
- ▶ 11:42 unnamed speaker I, I don't, I, I know that a lot of the ASIC companies wind up fabbing at TSMC, but, uh, it feels like if you're already doing some sort of re-architecture, maybe there's a way that you can get, you can squeeze something a little bit out… 6 times in the scene
- ▶ 14:36 Tae Kim We have Dell, AMD, uh, Intel CFO talked about, they're talking about three to five year locked, locked in supply contracts from hyperscalers.
- ▶ 16:06 Tae Kim It's like, it's almost like cooking where it takes a lot of, uh, trial and error accumulated over decades, uh, TSMC and even Intel.
Arm’s $15B Chip Bet, Sanders & AOC vs Datacenters, Meta & YouTube Lose Trial | Diet TBPN
- ▶ 1:33 Turner Novak Intel can't make CPUs fast enough.
- ▶ 5:53 Turner Novak That Intel pioneers, um, and, uh, slight differences in architectures can limit interoperability, interoperability. 3 times in the scene
- ▶ 9:21 Turner Novak Um, and so they're competing, but they're also in some ways working together because they're challenging x-eighty-six options from Intel and AMD that are still really popular. 2 times in the scene
SpaceX’s Lunar Mass Driver, OpenAI Hires Meta’s Top Ad Exec, Zuck Builds CEO Agent | Diet TBPN
- ▶ 5:42 John Coogan Intel should be at the, like the center of the chips act because the whole pitch for the chips act was that America is not on the leading edge of semiconductor fabric, have fabrication. 3 times in the scene
Elon's Moon Mass Driver: Here's How He'll Do It
- ▶ 6:25 John Coogan So, when the Biden CHIPS Act happened, there was this question about, like, what's gonna happen with Intel? 5 times in the scene
Nvidia Restarts China Sales, Vibe Coding Backlash, Peptide Craze | Diet TBPN
- ▶ 4:17 unnamed speaker So all of this underscores the importance of TSMC Arizona, Samsung, Intel broadly, as well as startup fab projects like the TerraFab.
Oracle Rips, Larry Ellison's 1997 Vanity Fair Article, Global Fertilizer Crisis | Diet TBPN
- ▶ 14:47 unnamed speaker He just piloted his Cessna Citation into Chicago's downtown Migs field from New York, where he spent the previous day in meetings with Viacom, Sumner, Redstone, Intel's Andy Grove, and Ray Smith of Bell Atlantic.
A Short History of America Nationalizing its Companies
- ▶ 10:13 Tyler Cosgrove Um, right, so this is, like, Intel. 4 times in the scene
- ▶ 10:59 Tyler Cosgrove So, you know, the Intel stuff, it's like very weak. 2 times in the scene
- ▶ 15:37 unnamed speaker Yeah, yeah, I mean, you put, you put Dario at one point sort of in, like, the, the weak economic side, like, he's thinking, like, uh, more that, that the, the next likely step or the one that he's talking about right now is, is something…
FULL INTERVIEW: Ben Thompson on Anthropic v. DoW
- ▶ 14:21 Ben Thompson Difference number two, and I really wish I would, I, I had this included, I cut it so the, the sort of the, the article will be tighter, but there is a very interesting point in technological history, which was the early days of Intel.
Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN
- ▶ 25:01 Jordi Hays Intel did 15% in 2024.
Becoming Unsloppable, Anthropic’s Series G, The Mansion Section | Diet TBPN
- ▶ 6:39 Jordi Hays You have hardware, NVIDIA, AMD, Intel, Cisco, Broadcom, SK Hynix, Western Digital, data centers, so NeoClouds, things like CoreWeave, Lambda, social networks, YouTube, Instagram, X, LinkedIn, even thinking Roblox, right?
Become Unsloppable: How to Survive the Great Software Collapse
- ▶ 8:26 Jordi Hays You have hardware, NVIDIA, AMD, Intel, Cisco, Broadcom,
The AI chip squeeze, Dirty Soda mania, OCC approves Palmer Luckey’s Erebor | Diet TBPN
- ▶ 8:25 unnamed speaker So TSMC controls 90% of the advanced node market, with Samsung and Intel far behind. 3 times in the scene
China’s acquisition spree, TikTok reaches U.S survival deal, Tech Giants hit by spying | Diet TBPN
- ▶ 1:09 John Coogan It's over 50% of Qualcomm's revenue, I think, and over 25% for Intel.
AI Needs a Steve Jobs, Meta’s Nuclear Powerplants, a16z raises $15B | Diet TBPN
- ▶ 26:13 unnamed speaker On Truth Social, he says, I just finished a great meeting with the very successful Intel CEO, Lip Bouton, LBT as he's called. 7 times in the scene
- ▶ 27:45 Lip-Bu Tan First time on the AT&T production in 3 times in the scene
- ▶ 28:15 Howard Lutnick 14 A is 1.4 nanometer.
Paramount’s Deal Playbook, Trump Opens Nvidia’s China Door, Saudis Loosen Drinking Laws | Diet TBPN
- ▶ 18:55 Jordi Hays Trump said that the government would take a similar approach to exports from Nvidia competitor AMD, as well as Intel, in which the government now has a 10% stake.
Will AWS Buy Google’s TPUs, Remembering Claude The Gator, Ricursive Raises $35M | Diet TBPN
- ▶ 13:28 unnamed speaker They did raise a series B, um, this past summer led by playground global makes sense that the government's investing in Intel. 2 times in the scene
Jeff Bezos’ New AI Startup, Yann LeCun Says LLMs are a Dead End, Thiel Fund Sells NVIDIA | Diet TBPN
- ▶ 13:36 unnamed speaker Intel, Intel calls remain unchanged.
OpenAI Requesting Federal Backstop? | Diet TBPN
- ▶ 9:31 John Coogan He's like, I don't want to be Intel.
Microsoft CEO Satya Nadella Live on TBPN
- ▶ 13:56 Satya Nadella Um, and so we've always partnered and our Intel Microsoft, right?
How Josh Kushner Became The Most Powerful VC in New York
- ▶ 8:30 unnamed speaker I mean, we were talking about the Intel IPO raised six million dollars.
Alexis Ohanian on TikTok's Frozen Innovation, Gaming Reddit & Sports vs AI
- ▶ 10:10 Jordi Hays If you show up to YC- This, this day in history, uh, Intel IPO'd and raised six and a half million dollars.
Acquired Podcast Hosts Break Down Google’s $1 Trillion Mistake
- ▶ 31:54 John Coogan So like a Fairchild semiconductor would be a lot less relevant than Intel. 2 times in the scene
Weekly Recap: Matthew McConaughey on AI, Nvidia x OpenAI
- ▶ 18:39 John Coogan Uh, where Intel, TSMC, and Samsung pitched in 6.8 billion dollars across R&D, uh, funding and equity purchases in the company in order to help pull, uh, in order to help ASML. 2 times in the scene
Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
- ▶ 0:04 John Coogan Breaking the US government now officially owns a 10% stake in Intel. 10 times in the scene
- ▶ 5:17 Jordi Hays Just five months into his tenure as chief executive of Intel, Tan was already fighting for his job. 16 times in the scene
- ▶ 11:15 Jordi Hays Uh, Intel was founded in 1968 by semiconductor pioneers Robert Noyce, who co-created the modern computer chip, and Gordon Moore, originator of Moore's Law, the idea that computing power and chip efficiency would likely double every year or… 10 times in the scene
- ▶ 19:25 Jordi Hays Intel's financial condition worsened, and the incoming administration worried the company might fail. 19 times in the scene
- ▶ 33:32 Jordi Hays SoftBank had also earlier this year discussed a potential deal to acquire Intel's chip manufacturing business. 12 times in the scene
- ▶ 40:23 John Coogan And, and I mean, I think like my default take is that, uh, like, I don't know that Intel is so critical that we need necessarily a backstop. 15 times in the scene
Weekly Recap: Mark Cuban, Kanye’s Wild Mansion Makeover, China Heads to the Moon, Money in Clipping
- ▶ 1:00:52 Jordi Hays Are you excited about the, the, the, the American taxpayer, uh, potentially taking a position in Intel? 2 times in the scene
Mark Cuban on AI, Career Advice, and Running for President.
- ▶ 26:44 Jordi Hays Are you excited about the, the, the, the American taxpayer, uh, potentially taking a position in Intel? 3 times in the scene
Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot
- ▶ 1:59:11 Jordi Hays Are you worried about Uncle Sam potentially having sharp elbows now that we're hearing about, uh, Intel, yeah. 2 times in the scene
Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
- ▶ 1:31:37 John Coogan Intel now expects to have 75,000 employees at year end, down from 116,500 in June of 2024. 2 times in the scene
- ▶ 1:32:27 John Coogan Intel is going to lay off 15% of their workforce. 11 times in the scene
- ▶ 1:38:03 John Coogan Um, and so, uh, Dylan Patel, speaking of Dylan Patel, um, he actually hung out with Lit Bouton at a conference, and he has this hilarious story where he clearly wanted to meet Lit Bouton and spend some time with him, and everyone's coming… 8 times in the scene
- ▶ 1:40:51 John Coogan So when Intel built the original fabs, what they would do is they would build this. 14 times in the scene
- ▶ 1:44:50 John Coogan Baselining the 18 A Intel node against N three, three nanometer nodes, TSMC, um, given the characteristics, um, but, uh, Intel will have to be aggressive on pricing if they want to compete because they are not competitive on the actual… 2 times in the scene
- ▶ 1:45:16 John Coogan It's Intel three,
- ▶ 1:45:37 John Coogan And then they have the 14 a, which is supposed to be 1.4 nanometer or below.
- ▶ 1:46:39 Jordi Hays And, uh, Intel is, of course, down almost 10% today. 6 times in the scene
- ▶ 1:47:37 John Coogan Um, so the quote from the TenQ, from Intel's TenQ is, however, we are unable to secure a significant external, if we are unable to secure a significant external customer and meet the important customer milestones for Intel XIVA, we face… 2 times in the scene
Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses
- ▶ 2:12:51 unnamed speaker I, but I want to, I want to talk about Intel and, and kind of your, the, the history of some of your takeaways and what you think you've gotten right in the past, your perception of, you know, should they break up the, the foundry business? 13 times in the scene
- ▶ 2:14:15 Ben Thompson They were still trying to do the Atom processor, and then just, they're gonna figure it out tomorrow.
- ▶ 2:16:17 Ben Thompson You, you, you would write, to write a program, just every second you spent optimizing your software in the eighties or nineties was a waste of time, because whatever improvements you could get would be swapped by the next version of, uh,…
- ▶ 2:16:17 Ben Thompson You, you, you would write, to write a program, just every second you spent optimizing your software in the eighties or nineties was a waste of time, because whatever improvements you could get would be swapped by the next version of, uh,… 2 times in the scene
- ▶ 2:16:17 Ben Thompson You, you, you would write, to write a program, just every second you spent optimizing your software in the eighties or nineties was a waste of time, because whatever improvements you could get would be swapped by the next version of, uh,…
- ▶ 2:17:59 Ben Thompson Intel was not remotely competitive, even though they had ARM chips then, 19 times in the scene
Weekly Recap: The Soham Parekh Drama, Meta Attacks OpenAI, Trump's Mega Bill
- ▶ 1:58:54 Matthew Prince And, and we've seen this game before with, with Intel saying, oh, that doesn't matter.
Apple Considers New AI partnership
- ▶ 12:09 unnamed speaker Intel's modem business. 2 times in the scene
We Interviewed the Best Startups From YC Demo Day (June 2025)
- ▶ 34:39 unnamed speaker I was like an intern at Intel. 2 times in the scene
Weekly Recap: Elon's Starship Explodes, OpenAI's Defense Contract, Nvidia's Robots, We Test Cluely
- ▶ 1:56:41 George Hotz I mean, it worked for AMD and Intel, right? 4 times in the scene
Weekly Recap: Apple WWDC, Andrew Huberman, YC Demo Day, Intern Phone Assembly, $14B Meta x Scale
- ▶ 2:23:14 unnamed speaker I was like an intern at Intel, um, built a lot of stuff, I guess. 2 times in the scene
How to Win in the Age of AI and Autonomy | Shyam Sankar on TBPN
- ▶ 21:14 Shyam Sankar You know, and you think about, like, our examples from the past, like, at Intel, Bob Noyce would not let more than four percent of his R&D budget come from the government because he, as the inventor of the transistor, wanted engineering…
Building GPUs Is Easier Than You Think | Aaron Ginn on TBPN
- ▶ 9:51 Aaron Ginn So, uh, so we should focus on deregulation and then subsidizing actual development here, so then giving tax breaks for people to use the Intel Foundry or TSMC's Foundry, um, to like, like restore.
Joshua Steinman talks cybersecurity and the vulnerabilities of a digital world.
- ▶ 9:57 Jordi Hays So, so speaking, uh, the, the new CEO of Intel that got announced today, you know, we covered this earlier on the show. 3 times in the scene
- ▶ 18:25 John Coogan What do you think about the debate between supply side and demand side stimulus in these projects, like, ah, the CHIPS Act, obviously, fifty billion dollars, I think eight billion was gonna go to Intel, ah, provided some milestones, but…
Trae Stephens talks Flock Safety, Anduril, and American Dynamism.
- ▶ 22:02 unnamed speaker You hear about like, oh, if we got to save Intel, it's got to be Elon stepping in or else no one else can do it.
The Future of Artificial Intelligence
- ▶ 24:10 unnamed speaker Um, and that's like the story of TSMC versus Intel.
Project Stargate, The T Word, Ramp Treasury, Audience Ad Reads, See You at Davos
- ▶ 37:51 John Coogan I mean, that just happened with the Intel thing where Qualcomm. 3 times in the scene
Trump Coin Takeover (What's Next for Crypto)
- ▶ 5:33 unnamed speaker The first one is about Intel. 10 times in the scene
Year of Tech in Review (ep25)
- ▶ 13:00 John Coogan It's also fascinating to just compare them to their, their, their rivals, Intel, which is a, a complete mess, and Pat Gelsinger was ousted, and they just haven't been able to take advantage of the CHIPS Act at all, and then AMD, there was… 2 times in the scene
CHRISTIANITY: Why it's making a comeback (ep23)
- ▶ 9:44 Jordi Hays He's been the CEO of Intel for a while, but, um, then describing, describing the El Segundo, uh, brothers as, as having developed a form of muscular Christianity is like an attempted dig, it seems, but it doesn't really
Inside Facebooks Secret "Red Book" (ep18)
- ▶ 2:15:23 John Coogan I mean, he, he built, uh, you know, he's, wasn't he one of the traders eight or he was involved in like the Intel story early on.
- ▶ 2:36:12 John Coogan He's out as CEO of Intel and, uh, the Chips Act was supposed to kind of reassure American chip manufacturing. 3 times in the scene
How BILLIONAIRES dress for XMAS (ep17)
- ▶ 3:05:47 John Coogan Peter Thiel, Don Valentine, Arthur Rock, Intel.