$INTC · Gelsinger: Intel's foundry pivot showing real progress but long road ahead

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All-In Podcast

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

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Gelsinger: Intel's foundry pivot showing real progress but long road ahead

2026-07-15 · 4 company · 6 thematic

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speakers

anton osika

Built Lovable to $500M ARR in 20 months; platform enables 'vibe coding' for non-technical users to create production software with security, payments, hosting; 1M new projects weekly.

pat gelsinger

34-year Intel veteran who served as CEO (2021-2024); led Intel's strategic pivot to foundry model and process technology roadmap; previously CTO and head of VMware.

quote

“Intel is starting to be a real foundry. Okay, that's real progress. Uh, and TSMC's factories are up and operating at scale, right? We have Samsung and, you know, uh, as well. But, you know, I say the Intel and the TSMC progress. Okay, that…”

—pat gelsinger

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