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Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding

Shownote

(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 Thanks to our partners for making this possible! Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. https://airwallex.com/allin [https://airwallex.com/allin] Plaud - If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at https://plaud.ai/allin [https://plaud.ai/allin] and use code ALLIN for up to 20% off! Which is also available on Amazon: https://amzn.to/43URLff [https://amzn.to/43URLff] (Code: ALLIN20X) Follow Pat: https://x.com/PGelsinger [https://x.com/PGelsinger] Follow Anton: https://x.com/antonosika [https://x.com/antonosika] Follow the besties: https://x.com/chamath [https://x.com/chamath] https://x.com/Jason [https://x.com/Jason] https://x.com/DavidSacks [https://x.com/DavidSacks] https://x.com/friedberg [https://x.com/friedberg] Follow on X: https://x.com/theallinpod [https://x.com/theallinpod] Follow on Instagram: https://www.instagram.com/theallinpod [https://www.instagram.com/theallinpod] Follow on TikTok: https://www.tiktok.com/@allin [https://www.tiktok.com/@allin] Follow on LinkedIn: https://www.linkedin.com/company/allinpod [https://www.linkedin.com/company/allinpod] Intro Music Credit: https://rb.gy/tppkzl [https://rb.gy/tppkzl] https://x.com/yung_spielburg [https://x.com/yung_spielburg] And a special thank you to Raise Summit for hosting us in Paris

Highlights

This podcast episode features two distinct conversations. First, former Intel CEO Pat Gelsinger analyzes the company's strategic missteps and the broader implications of semiconductor supply chain risks. Then, Lovable CEO Anton Osika discusses how his platform is democratizing software creation, enabling non-developers to build applications and businesses.
00:00
Intel's decline from a top American company
01:41
Technologists need to lead technology companies.
15:22
A blockade causing a brownout would have an economic impact greater than the Great Depression.
31:12
Built in 4-8 hours what would have cost $500k a decade ago
36:47
One client saved over $1M annually by replacing 10+ tools

Chapters

Former Intel CEO Pat Gelsinger joins Jason!
00:00
What Went Wrong at Intel
01:41
Why a Taiwan Blockade Would Cripple the US Economy
15:19
Anton Osika: One Million New Apps a Week
25:00
How Lovable is Bringing Down Builder Costs
33:38

Transcript

Jason Calacanis: Spent a long time at Intel, yeah, and only 34 years, 34 years. Yeah, Probably one of the greatest American companies ever. And then absolutely went off the rails and got absolutely demolished by Nvidia, TSMC, And I guess Apple, to a certai...