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John Coogan

๐Ÿ‘ค Speaker
5239 total appearances

Appearances Over Time

Podcast Appearances

TBPN
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

That's pretty sick.

TBPN
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

Oh, yeah.

TBPN
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

He just paid for grok perfectly.

TBPN
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

Yeah, he's like, I'm up.

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Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

I got gains.

TBPN
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

I need to offset these.

TBPN
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

So Commerce Secretary Howard Lutnick has met repeatedly over the last year with high-ranking Apple officials, including CEO Tim Cook, as well as SpaceX Chief Elon Musk, NVIDIA Chief Jensen Wang, to try and convince them to get into business with Intel.

TBPN
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

There was a discussion about should NVIDIA dual-source the Grace CPUs from Intel, SpaceX, and Elon's been with Samsung for a lot of Tesla chips, but there's been discussion there.

TBPN
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

There was that rumor about global foundries, and Elon's always been in and around the fab

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Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

world, and he's obviously going a lot deeper with the long-term TerraFab project.

TBPN
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

So Commerce Secretary Howard Letnick was trying to convince them to get into business with Intel.

TBPN
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

Some of the people familiar with the matter said, with the Apple deal, Intel has now signed partnerships with all three.

TBPN
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

So over the last decade, Intel fell badly behind rivals, this is from the Wall Street Journal, such as TSMC and Samsung Electronics.

TBPN
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

After a series of technical mishaps, leadership changes, and failed attempts at consolidation led outside founder customers to pull or curb their businesses.

TBPN
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

when Intel hired Tan in March of 2025, wow, just a year ago, to replace ousted chief executive pal Gesslinger.

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Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

President Trump raised concerns that Tan's close ties with China would compromise him and called for his ouster.

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Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

It was a very, very dramatic moment, but

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Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

Tan won Trump over with a charm offensive.

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Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

I like that.

TBPN
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

And the government announced its 10% investment in Intel shortly after.