Dylan Patel
speaker
3,025 appearances
3 recordings
1 series
first heard Aug 2025
last heard 15 Jul
Dylan Patel’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Can you keep Intel as one company if you want them to be competitive?
I think the process of splitting it would take so much executive time and so much executive effort that you would have been bankrupt by then, right?
And that's the big challenge.
Like, I think Intel should be separate, right?
But to properly split the company and for all the management time that's needed is, like, absurd.
And instead, like, what you need is, like, you need Lip Bhutan, who's the CEO of Intel, um,
You know, there's a lot of drama going around about him because he's one of the greatest semiconductor investors ever, right?
He's invested in so many different companies first.
You know, he was on the board of like SMIC, which is China's TSMC effectively, which is like a big like drama or like some of the biggest tool companies in China.
He's the first investor in them because, you know, it was a multipolar world there and he's making good investments.
But now people are getting mad about that, but it's like, no, he recognizes the companies, he understands the supply chain.
He needs to not spend his time on splitting the company because then he never actually fixes the company, right?
Intel's problem is that like,
it takes them five to six years to go from design to shipping the product.
Um, in some cases more, uh, and when they tape out a chip, right?
Like, you know, you send the design to the fab, the fab brings back the chip.
They go through 14 revisions in some cases where it was like the rest of the industry goes through like one to three, right?
Revisions if they're good.
Um,
of like, send the design in, get the chip back, test it, send the design in, right, for a public launch.
Showing 541–560 of 3,025 · page 28 of 152
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