# Intel after Gelsinger

- Show: [Oxide and Friends](https://hardwarepodcasts.com/podcast/oxide-and-friends)
- Published: 2024-12-05
- Length: 1h 50m
- Episode: 30
- Page: https://hardwarepodcasts.com/podcast/oxide-and-friends/2024-12-05-intel-after-gelsinger
- Listen: https://share.transistor.fm/s/a686cfe0

## Summary

Bryan Cantrill and Adam Leventhal analyze Intel's crisis following Pat Gelsinger's departure, arguing that the company suffers from deep-seated cultural issues, opacity, and a failure to adapt to software-defined hardware. They critique Gelsinger's tenure for ignoring the chiplet revolution, killing promising products like Tofino and Optane, and relying on nationalist narratives rather than technical merit. The hosts discuss potential successors, ranging from serious candidates like Naveen Rao to humorous suggestions, while emphasizing that Intel must undergo radical restructuring to survive.

## Chapters

- [0:00](https://hardwarepodcasts.com/podcast/oxide-and-friends/2024-12-05-intel-after-gelsinger#t=0) Introduction and Gelsinger's Retirement
- [14:54](https://hardwarepodcasts.com/podcast/oxide-and-friends/2024-12-05-intel-after-gelsinger#t=894) Gelsinger's Arrogance and the Larabee Missed Opportunity
- [28:33](https://hardwarepodcasts.com/podcast/oxide-and-friends/2024-12-05-intel-after-gelsinger#t=1713) Intel's Cultural Rot and the Cannon Lake Failure
- [24:57](https://hardwarepodcasts.com/podcast/oxide-and-friends/2024-12-05-intel-after-gelsinger#t=1497) The Chiplet Revolution and AMD's Rise
- [59:55](https://hardwarepodcasts.com/podcast/oxide-and-friends/2024-12-05-intel-after-gelsinger#t=3595) Killing Tofino and the Trust Deficit
- [1:12:30](https://hardwarepodcasts.com/podcast/oxide-and-friends/2024-12-05-intel-after-gelsinger#t=4350) Required Radical Changes and CEO Candidates

## Topics

- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Leadership, teams & culture](https://hardwarepodcasts.com/topic/leadership-and-culture)
- [Growth, exits & acquisitions](https://hardwarepodcasts.com/topic/growth-exits-and-acquisitions)
- [Careers & education](https://hardwarepodcasts.com/topic/engineering-careers-and-education)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)

## Most relevant to

large enterprises

## Mentioned

- Intel (company)
- Pat Gelsinger (other)
- Oxide (company)
- Tofino (chip)
- AMD (company)
- Cannon Lake (product)
- Optane (product)
- Nvidia (company)
- Larabee (product)
- Gaudi (product)
- Spring Hill (product)
- Meta (company)
- Naveen Rao (other)
- Johnny Sruji (other)
- Howard Schultz (other)
- George Hotz (other)
- TSMC (company)
- Chips Act (other)

## Related episodes from other shows

- [Episode 96: The State of Intel Post Pat G, Product Roadmap focus, Foundries Strategic Value](https://hardwarepodcasts.com/podcast/the-circuit/2024-12-06-episode-96-the-state-of-intel-post-pat-g-product-roadmap-focus-foundries-strateg) (The Circuit)
- [Episode 92: Another week in Semi's Earnings. -AMD, Intel, Capex growth in Cloud](https://hardwarepodcasts.com/podcast/the-circuit/2024-11-04-episode-92-another-week-in-semis-earnings-amd-intel-capex-growth-in-cloud) (The Circuit)
- [Episode 112: Talking x86 and Intel's Future With Intel Product CEO Michelle Johnston](https://hardwarepodcasts.com/podcast/the-circuit/2025-04-07-episode-112-talking-x86-and-intels-future-with-intel-product-ceo-michelle-johnst) (The Circuit)
- [Managing in a Pandemic | Intel: Meet The New Boss | Arm @ 30](https://hardwarepodcasts.com/podcast/ee-times-current/2021-01-22-managing-in-a-pandemic-intel-meet-the-new-boss-arm-30) (EE Times Current)
- [Episode 115: Intel Earnings, TSMC Symposium, Tariff Updates...](https://hardwarepodcasts.com/podcast/the-circuit/2025-04-28-episode-115-intel-earnings-tsmc-symposium-tariff-updates) (The Circuit)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/oxide-and-friends/2024-12-05-intel-after-gelsinger. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to Oxide and Friends.