Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
(0:00) Former Intel CEO Pat Gelsinger joins Jason!
(1:41) What Went Wrong at Intel
(15:19) Why a Taiwan Blockade Would Cripple the US Economy
(25:00) Lovable's Anton Osika: One Million New Apps a Week
(33:38) How Lovable is Bringing Down Builder Costs
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Rapid Response: Inside Intel’s AI ambitions, w/CEO Pat Gelsinger
The AI boom in 2023 left Intel chasing rival Nvidia, whose chips — and shares — have been in high demand. Like other laggards amid this year’s AI mania, Intel is now fighting back, announcing the first-ever AI PC. Intel’s CEO Pat Gelsinger sits down with Rapid Response host Bob Safian to discuss how the company is working to re-establish itself — and sharing lessons for leaders everywhere about the long-term trajectory of the AI wave and how to practically position yourself to ride it. Plus, Pat shares leadership insights from his unceremonious exit from Intel a decade ago, and how he’s applying those learnings now in his second tour of duty.
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Intel's CEO Shares His Plan To Win The AI Chip War — With Pat Gelsinger
Pat Gelsinger is the CEO of Intel. He joins Big Technology Podcast to discuss how the AI chip war is playing out and why it's growing more competitive. In this episode, we break down the various components of the chip business, the difference between CPUs and GPUs, who's ahead in the AI chip war, NVIDIA's underrated weakness, and why Intel is getting back into the foundry business after a couple of failed attempts. Tune in for a vibrant, deep discussion of the state of the AI chip business and the state of Intel's comeback.
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See how Intel is bringing AI Everywhere on Thursday, December 14 at 7:00 – 8:00 a.m. PST / 10:00 – 11:00 a.m. EST for a keynote featuring CEO Pat Gelsinger and other Intel leaders livestreamed on the Intel Newsroom.
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Pat Gelsinger came back to turn Intel around – here’s how it’s going
Today I'm talking to Pat Gelsinger, the CEO of Intel. I’ve been excited to have this conversation for a very long time – ever since Pat took over as CEO a little over a year and a half ago. After all. Intel is a very important company with a huge series of challenges in front of it. It’s still the largest chip manufacturer by revenue, and makes more chips than any other company in the United States. In fact there are basically only three major chip manufacturers: Taiwan Semiconductor Manufacturing Company, or TSMC, which is in Taiwan, Samsung, based in South Korea. And Intel, here in the United States.
The Intel Pat took over was struggling, and was losing ground to in a variety of markets. But in the past year and a half, Pat’s restructured the company, turned over almost all of its leadership positions, opened a new line of business that would compete with TSMC and make chips for other companies including Intel’s competitors, and generally tried to reset Intel’s famous engineering culture around engineering.
Glossary:
IFS - Intel Foundry Service.
Raptor Lake - codename for intel's Gen 13 processors that were just the day before we had our conversation.
Sapphire Rapids - the codename for Intel's 4th generation Xeon server processors.
20A and 18A - 20A is a rebranding of what was intel's 5nm process scheduled to debut in 2024 and 18A is a rebranding of Intels 5nm+ node due out in 2025.
Packaging - integrated circuit packaging is the last step of semiconductor fabrication. It's where a block of semiconductor material is put into a case. The case, is known as a "package" and that is what allows you put a circuit on a board.
Wafers - When a processor is made they make processors you make hundreds of them at once on a giant wafer.
EUV - is Extreme Ultraviolet Lithography. It's the most advanced way to make chips.
ASML - Is the company that makes the machines that lets you make chips. They are the only company that makes EUV machines.
RibbonFET - A new transistor technology that Intel developed.
ISV - Independent Software Vendors.
PDK - Process Design Kit is a set of files that have data and algorithms that explain the manufacturing parameters for a given silicon process.
EDA tools - stands for Electronic Design Automation tools. Basically software tools that are used to design and validate the semiconductor manufacturing process.
Robert Noyce and Gordon Moore - the founders of Intel.
Andy Grove - employee #3 who went on to become one of their most successful CEOs.
Links:
Moore's Law
Intel is replacing its CEO in February
Intel has to be better than ‘lifestyle company’ Apple at making CPUs, says new CEO
Apple is switching Macs to its own processors starting later this year
Apple MacBook Air with M1 review: new chip, no problem
What we know about Intel’s $20 billion bet on Ohio
Intel is building a new €17 billion semiconductor manufacturing hub in Germany
Intel delays ceremony for Ohio factory over lack of government funding
Intel needs 7,000 workers to build its $20 billion chip plant in Ohio
Biden signs $280 billion CHIPS and Science Act
President Joe Biden speaks after groundbreaking for Intel’s $20 billion semiconductor plant
Intel’s top Arc A770 GPU is priced at $329, available October 12th
Intel’s 13th Gen processors arrive October 20th with $589 flagship Core i9-13900K
Transcript:
https://www.theverge.com/e/23149693
Credits:
Decoder is a production of The Verge, and part of the Vox Media Podcast Network.
Today’s episode was produced by Creighton DeSimone and Jackie McDermott and it was edited by Callie Wright.
The Decoder music is by Breakmaster Cylinder. Our Sr Audio Director is Andrew Marino and our Executive Producer is Eleanor Donovan.
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