Acquired / episode intelligence
Speakers in the public record
Claim mix
Evidence policy
Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.
Claim ledger
23 published records
01 / belief
“Intel would be, like we said upfront, just like Shockley, Fairchild, and I think National still around in one form or another, but names lost to history.”
02 / belief
“Especially again, coming from someone like Andy who says that this is someone who lived through most of his extended family dying. That's just a level that fortunately I think hopefully very few of us listening to this has ever been through.”
03 / belief
“I think David quoted something like this earlier, "When Andy came in, annual revenues at Intel were $1.”
04 / belief
“AMD was the second source on the 186 and the 286. I think, maybe before that, too.”
05 / belief
“I think like public servants, and especially people that aren't elected, but go into public service, just to work on hard problems that exist in the government to serve everyone.”
06 / belief
“I think that was another decision on the level of maybe not quite as big as sole-sourcing the 386, but having lived through the crazy or near-death experience of competition and becoming a commodity of memories, they were so paranoid about losing their power advantage in CPUs, that they're going to do anything to maintain it.”
07 / uncertainty
“I want to tell you one crazy thing, David. I don't know if you caught this. An announcement made in July of 2015 from Intel.”
08 / belief
“What Arthur did, I think he put in something like $100,000 of his own money, and then basically got convertible debt for the rest of the $2.”
09 / uncertainty
“I don't know what the original deal looked like for Intel to land the contract with the IBM PC and the IBM PC clones or copycats.”
10 / belief
“I believe that agreement, technically, was supposed to continue into the 386 processor.”
11 / belief
“Intel's market share of memories goes from above 80% at the beginning of the decade (I think 1984) dropped to 1.”
12 / commitment
“We will pay 50% of your marketing cost if you include in your marketing collateral that you have Intel inside.”
13 / belief
“I think Arthur Rock or Noyce was the chairman on the board or maybe Noyce and Rock swapped off.”
14 / evaluation
“It's a heck of a deal. In this environment, the power is back on the investor side, I would say.”
15 / recommendation
“What if we use the same semiconductor in silicon technology that we're using to make these other chips to turn the memory into chips?”
16 / evaluation
“All these talented people left, Shockley had proven you can create a company, but it ended up being super difficult to get this venture financed. They needed money because they had to set up literally manufacturing plants to make the semiconductors.”
17 / evaluation
“Related to that, when Andy and Gordon ceremonially fired themselves and rehired themselves, doing something like that is so important because without some performative action like that, it can be so hard to make the decisions you need to make.”
18 / evaluation
“I remember—I think we go back 8–10 years—there was a period of time where it basically petered off, where we stopped seeing doubling in terms of pure Moore's law, which was the density of ICs on a single core, but then we saw the advent of multi-core computing and of course now you have 8 core, 16 core, 32, shipping in laptops.”
19 / prediction
“The thing that's been occurring to me the most over the last few weeks is that we will never go back to normal.”
20 / prediction
“I think we didn't totally touch on when Andy is going around and he's talking to his middle-level executives and he's saying we're going to get out of the memories business.”
21 / evaluation
“What I think is cool about it, I don't know if they think about it this way or I haven't heard anybody else talk about it, but to me, it really reflects the whole no-code movement.”
22 / evaluation
“It speaks to how much—even though we can rip on Intel for dragging their feet for so long and taking forever to get out of the memory business—they did have the beginnings of a backup plan. They had started working on this new emerging market because they had R&D in their core, believed they needed to be at the cutting edge, believed they needed to be investing in technology.”
23 / prediction
“I think all the clones, because of that, have to use the same architectures as the IBM PC and to use the x86 architecture, thus, you needed an x86 compatible chip for all PCs.”