All-In with Chamath, Jason, Sacks & Friedberg · 2026-07-15 · 50 min · 8,801 words

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

Listen to the original audio · Transcribed with NVIDIA Parakeet · Timestamps stay in sync with the live audio

Spent a long time at Intel. Yeah. Only thirty four years. Thirty four years. Yeah. Probably one of the greatest American companies uh ever. And then

Absolutely went off the rails and got Absolutely demolished by NVIDIA. T S M C Uh and I guess Apple to a certain extent.

So you had this incredible Intel Side moment. We bought our computers based on You know, hey the Pentium and that sound. Intel inside, baby. And so let's talk about how things went wrong. What went right and then.

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