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

前英特尔CEO谈失误所在、未来展望 + 可爱CEO谈Vibe编码的真正价值

All-In with Chamath, Jason, Sacks & Friedberg

2026-07-16

49 分钟
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(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 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 and use code ALLIN for up to 20% off! Which is also available on Amazon: https://amzn.to/43URLff (Code: ALLIN20X) Follow Pat: https://x.com/PGelsinger Follow Anton: https://x.com/antonosika Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg And a special thank you to Raise Summit for hosting us in Paris
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  • Spent a long time at Intel.

  • Only 34 years.

  • 34 years.

  • 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 certain extent.

  • So you had this incredible Intel Inside moment.

  • We bought our computers based on...

  • You know, hey, the Pentium and that sound.

  • Intel inside, baby.

  • Intel inside.

  • And so let's talk about how things went wrong, what went right, and then how did it,

  • and you were there for a long time, you took a break, and then you came back.

  • But there seem to have been some critical mistakes that we can learn from.

  • So let's just embrace it and go right into it.

  • Tremendous success as an American company.

  • Coming back now, I think, reasonably.

  • But when you when we look back on it and we do our postmortem,

  • what were the mistakes and what would we change in terms of the direction of that company?

  • If you were building a global financial system from first principles today,