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

All-In Podcast

  • Jul 15, 2026
  • 49:44
  • Full Episode

(0:00) Former Intel CEO Pat Gelsinger joins Jason! (1:41) What Went Wrong at Intel (15:19) Why a Taiwan Blockade Would Cripple the US Economy (25:00) Lovable's Anton Osika: One Million New Apps a Week (33:38) How Lovable is Bringing Down Builder Costs

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And a special thank you to @RAISESummit for hosting us in Paris

Brief Summary

Pat Gelsinger discusses Intel's decline, leadership changes, and the competitive landscape with Nvidia and TSMC, emphasizing the importance of technical expertise.

Key points

  • Intel's Rise and Fall. A deep dive into Intel's history, successes, and critical mistakes over the years.
  • Taiwan's Energy Crisis. A chilling look at Taiwan's energy reserves and the implications for global tech supply chains.
  • The AI Bubble. Exploring the potential risks and realities of the current AI buildout.
  • The Future of AI and Economics. The speaker discusses the potential of AI to drastically reduce costs and improve accessibility, predicting a transformative couple of decades ahead.
  • Lovable's Impact on Software Development. Lovable is empowering both technical and non-technical users to build software efficiently, with significant growth in user engagement.
  • The Future of Lovable. Open source is seen as the future for Lovable's growth and innovation.

Tension

60/ 100Some tension

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