Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
- 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.
Episode highlights
- Intel's Rise and FallA deep dive into Intel's history, successes, and critical mistakes over the years.“What were the mistakes and what would we change?”1:07Jul 15, 2026
- Taiwan's Energy CrisisA chilling look at Taiwan's energy reserves and the implications for global tech supply chains.“Less than 3 weeks of energy reserves.”16:00Jul 15, 2026
- The AI BubbleExploring the potential risks and realities of the current AI buildout.“Do you think it's a bubble?”17:41Jul 15, 2026
- The Future of AI and EconomicsThe speaker discusses the potential of AI to drastically reduce costs and improve accessibility, predicting a transformative couple of decades ahead.“We will solve chemistry. We will solve language.”21:01Jul 15, 2026
- Lovable's Impact on Software DevelopmentLovable is empowering both technical and non-technical users to build software efficiently, with significant growth in user engagement.“We're seeing a million new projects built every single week on the platform.”25:46Jul 15, 2026
- The Future of LovableOpen source is seen as the future for Lovable's growth and innovation.“You're all in on open source.”41:12Jul 15, 2026
- Rapid ExperimentationEmphasizing the importance of rapid experimentation in software development.“I'm a huge fan of very rapid experimentation.”45:50Jul 15, 2026
- Lovable's ResilienceDespite claims of being dead, Lovable continues to thrive and grow.“Every 6 months you add 100 million in revenue.”48:56Jul 15, 2026





