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pat gelsinger

T2 · manager / operator

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.

3 calls·3 names·67% bull·last heard 27 days ago·All-In Podcast
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1stmedium conviction
$INTCIntel

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.

All-In Podcast2026-07→
2ndmedium conviction
$NVDANvidia

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.

All-In Podcast2026-07→
3rdmedium conviction
$TSMTSMC

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.

All-In Podcast2026-07→

most discussed · click a bar to filter

recurring themes

3 total
$INTC
···
Intel
MEDpat gelsinger·All-In Podcast·27 days ago
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.
"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,…"
13:59
$NVDA
···
Nvidia
MEDpat gelsinger·All-In Podcast·27 days ago
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.
"when they started to build a real software stack, Yes. with it, right? You know, sort of, okay, this CUDA thing and SIMT as a technology, you know, uh, you know, uh, multi-threadi…"
8:48
$TSM
···
TSMC
MEDpat gelsinger·All-In Podcast·27 days ago
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.
"the industry has said, I want a lot of wafers. I want a lot of innovation of different designs. I have a layer of standardization and EDA tools. And the world changed. And obvious…"
11:34