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Re-engineering the Semiconductor Supply Chain with Intel CEO Lip-Bu Tan

Overview

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Re-engineering the Semiconductor Supply Chain with Intel CEO Lip-Bu Tan

No Priors: Artificial Intelligence | Technology | Startups

Jun 18
No Priors: Artificial Intelligence | Technology | Startups

No Priors: Artificial Intelligence | Technology | Startups

Jun 18
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

At 66 years old, instead of heading towards retirement, former Cadence CEO and legendary investor Lip-Bu Tan decided to take on the hardest job in tech: turning Intel around. Elad Gil and Sarah Guo sit down with Intel CEO Lip-Bu Tan to talk about why he to...

Highlights

Intel CEO Lip-Bu Tan discusses his plan to rebuild the company around customer focus, faster execution, trusted foundry capabilities, AI-era products, and long-term capital.
00:00
Markets change, so companies must adapt
03:22
Faster decisions, fewer bureaucratic layers
05:31
CPUs are becoming central to agentic AI
08:15
AI growth is outpacing semiconductor infrastructure
16:16
Packaging is the next bottleneck
18:45
Performance cannot double without trade-offs
24:56
Target the first customer early
27:57
VCs should support the entrepreneur’s dream
30:57
The winning company stays focused and scales
33:32
A new generation teaches AI
36:45
Infrastructure needs public and sovereign funding
39:48
The game is not over yet
42:20
Applications, not infrastructure, determine the winners
44:23
Double down on truly large applications

Chapters

Cold Open
00:00
Lip-Bu Tan Introduction
01:01
Why Lip-Bu Took the Reins at Intel
01:24
Fixing Culture
03:05
Intel’s 10-Year Vision
04:08
Working with Elon Musk on Terafab
08:01
Shifting Supply Chain for Semiconductors
10:08
Limits to Scaling and Packaging
15:34
Physical Limits to Engineering and Design
18:30
Challenges in Semiconductor Investing
20:39
Lessons from Cadence
26:39
Scaling and Investment Decisions
28:02
Rethinking Teams in AI Era
32:03
Industrial Policy and Funding
34:35
What Investors Misunderstand About Intel
37:29
Where Compute Will Live
41:10

Transcript

Lip-Bu Tan: Nine of the 10 companies I invest, halfway they change their business plan because market have changed. So I like to have entrepreneur a team, not just one person. I always believe in when I was at Cadence and also at Intel, is first of all, yo...