Intel, every mention
44 scenes (2026), the whole family · ← back to Intel
tap a year for its mentions
every year 2026 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.