Gelsinger: Nvidia's CUDA compounding created unstoppable moat beyond graphics
Jensen's relentless CUDA software stack improvement turned GPUs into general-purpose compute, catching HPC then AI waves; Intel's competing Larrabee project was killed prematurely.
Gelsinger: TSMC's foundry model won the industry, now 7x Intel's wafer volume
TSMC's pure-play foundry model with standardized PDKs and ecosystem enabled fabless innovation, leaving Intel's IDM model behind; now produces 7x Intel's wafers.
Gelsinger: Intel's foundry pivot showing real progress but long road ahead
Intel's shift to foundry model is progressing with TSMC and Samsung operating at scale in US, but US leading-edge capacity only 18% vs Taiwan dominance.
Osika: Lovable hits $500M ARR in 20 months with 1M new projects/week
Vibe coding platform enables non-technical users to build production-grade software with security, payments, hosting; 60% of users hit usage caps and pay overages, proving extreme…