Guest
Lip Bu Tan
Organizations
Mentions
Pat Gelsinger joins Playground Global as GP focused on semiconductors after Intel exit
27 Mar 2025
Intel joins Elon Musk's TeraFab project alongside SpaceX, xAI, and Tesla to build domestic chips
7 Apr 2026
Is Nvidia a car? Hosts dissect Jensen Huang's combative Dwarkesh Patel interview on CUDA moat and export controls
16 Apr 2026
Intel announces layoffs and cuts capex to $18B as turnaround under Lip Bu Tan begins
25 Apr 2025
Intel's path forward: the bull case for a US-government-backed foundry play
26 Aug 2025
US government takes 9.9% equity stake in Intel, converting $8.9B in CHIPS Act grants
29 Aug 2025
US government takes 10% equity stake in Intel, converting $8.9B in CHIPS Act grants
25 Aug 2025
Trump considers taking a government stake in Intel after days earlier calling for CEO's firing
15 Aug 2025
Chamath files $250M 'American Exceptionalism' SPAC — is the market top finally here?
19 Aug 2025
Trump demands Intel CEO Lip-Bu Tan resign over China ties; Tan heads to White House to defend himself
11 Aug 2025
Contrary Research: Intel foundry is America's only realistic path to semiconductor independence before 2027
5 Aug 2025
Intel lays off 15% of workforce as sixth consecutive quarterly loss widens to $2.9B
25 Jul 2025
Intel names Lip Bu Tan as new CEO with mandate to break up design and foundry businesses
14 Mar 2025
Intel surges 20% after hours as AI agent boom reframes the CPU story
24 Apr 2026
Intel's new CEO Lip Bu Tan plots turnaround: spinoffs, AI focus, and humanoid robotics
1 Apr 2025
Apple and Intel reach preliminary chip manufacturing deal, Intel shares surge nearly 20%
8 May 2026
SemiAnalysis' Doug O'Laughlin: Cerebras has a narrow path, Groq fits NVIDIA's GV200 rack, and TSMC is the AI buildout kingmaker
14 May 2026