Intel
Mentioned in the context of historical tech partnerships with Microsoft.
Every podcast mention of Intel in one pod.
113 videos. Track how it's discussed, by whom, and what experts actually think.
Common Themes
Videos Mentioning Intel
Stanford CS25: Transformers United V6 I Serving Transformers: Lessons from the Trenches
Stanford Online
Mentioned in the context of potential issues with HBM feeding CPUs.
It’s Already Happening: The AI Bubble No One’s Ready For
Tom Bilyeu
A semiconductor company that endured the dot-com crash and continued to grow, representing the 'picks and shovels' category of infrastructure investment.
Did Trump Just Lose? The War is Over, But the Real Winner is Not At All Who You Think
Tom Bilyeu
A technology company that benefited from government investment under Trump, which the host views as a 'sovereign wealth fund light thing' that involves socializing companies.
Security is Broken
GoogleTalksArchive
Processors mentioned in relation to the difficulty of implementing no-execute stacks until recently.
Peter Thiel's Elite Retreat, US-Iran Deal Already Collapsed, and Russia Gets Pummeled by Ukraine
Tom Bilyeu
Chip company mentioned as receiving government support, despite potential lack of innovation compared to competitors like NVIDIA.
Trump Kills Housing Bill To Stop "Commies" & The Supreme Court's 4 MASSIVE Judgments
Tom Bilyeu
A company mentioned as having 10% nationalized ownership by the administration, cited as an example of communist-leaning economic policy.
Stanford CS153 Frontier Systems | Building the Frontier Ecosystem
Stanford Online
Mentioned in the context of the 'Gates Grove model' where Intel and Microsoft collaborated to create the PC ecosystem.
Oil Explodes As Ceasefire Fails, Japan Bond Crisis Threatens US Debt, & Platner Ditched By Dems
Tom Bilyeu
Used as an example of a specific company the government should not invest in directly, to avoid creating 'zombie companies' and killing competition.
Productivity, Books and Careers Advice - Ali Abdaal x Noah Kagan // Deep Dive
Ali Abdaal
A past employer of Noah Kagan before Facebook, mentioned when he moved onto a friend's couch after being fired.
Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
All-In Podcast
Company previously dominant in x86 architecture, mentioned in terms of historical dependency.
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
All-In Podcast
A major American technology company that was once a leader in microprocessors, but faced decline due to strategic misses and competition from NVIDIA, TSMC, and Apple.
The Most Important Questions Of Our Time - George Mack
Chris Williamson
Technology company, used as a comparison for Brad Pitt and Leonardo DiCaprio's current appeal.
Trump Says "Open the Gates to H*ll" as U.S. Soldiers Die in Iran
Tom Bilyeu
The speaker expresses disdain for the US government investing in Intel, viewing it as picking winners and losers and disadvantaging the American people.
Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | The GPU Economy
Stanford Online
Mentioned in the context of competing with NVIDIA's AI hardware, specifically with their Gaudi accelerators.
Multi-GPU Kernels, Intelligence per Watt, Heterogeneous Inference, and More | YC Paper Club
Y Combinator
Mentioned indirectly as a provider of CPUs, contrasting with GPU efficiency.
This Number Is Higher Than It Was Before The 1929 Crash — We Had To React
Tom Bilyeu
A technology company that experienced a significant downturn following the dot-com bubble burst.
Open Models Are Collapsing The Cost Of AI
Y Combinator
A company whose hardware is used to run open AI models locally.