The Circuit

Episode 86: Intel's Inflection Point? Analyzing the Intel Plan.


Listen Later

In this episode, Ben Bajarin and Jay Goldberg discuss the current state of Intel, focusing on its challenges, board dynamics, and the implications of activist investors. They delve into Intel's foundry strategy, customer relationships, and the significance of the 18A technology. The conversation also touches on Qualcomm's interest in Intel and explores hypothetical merger scenarios, concluding with insights on the future of CPUs in an AI-driven market.

...more
View all episodesView all episodes
Download on the App Store

The CircuitBy Ben Bajarin and Jay Goldberg

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

34 ratings


More shows like The Circuit

View all
a16z Podcast by Andreessen Horowitz

a16z Podcast

1,062 Listeners

Odd Lots by Bloomberg

Odd Lots

1,905 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,290 Listeners

ChinaTalk by Jordan Schneider

ChinaTalk

271 Listeners

Value Hive Podcast by Brandon Beylo

Value Hive Podcast

89 Listeners

Dwarkesh Podcast by Dwarkesh Patel

Dwarkesh Podcast

426 Listeners

Big Technology Podcast by Alex Kantrowitz

Big Technology Podcast

467 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

105 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

344 Listeners

ACQ2 by Acquired by Ben Gilbert and David Rosenthal

ACQ2 by Acquired

254 Listeners

Bloomberg Tech by Bloomberg

Bloomberg Tech

58 Listeners

Sharp Tech with Ben Thompson by Andrew Sharp and Ben Thompson

Sharp Tech with Ben Thompson

94 Listeners

Unsupervised Learning by by Redpoint Ventures

Unsupervised Learning

51 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

461 Listeners

Cheeky Pint by Stripe

Cheeky Pint

13 Listeners