2026-07-16
49 分钟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,