WEBVTT - Is Intel Making a Comeback? Nvidia’s $5 Billion Bet Explained

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<v Speaker 1>to you by P and C Bank. A lot of

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<v Speaker 1>people think podcasts about work are boring, and sure they

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<v Speaker 1>definitely can can be, But understanding of professionals routine shows

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<v Speaker 1>us how they achieve their success little by little, day

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<v Speaker 1>after day. It's like banking with P and C Bank.

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<v Speaker 1>It might seem boring to safe plan and make calculated

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<v Speaker 1>decisions with your bank, but keeping your money boring is

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<v Speaker 1>what helps you live or more happily fulfilled life. P

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<v Speaker 1>and C Bank brilliantly boring since eighteen sixty five. Brilliantly

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<v Speaker 1>National Association member FDIC.

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<v Speaker 3>All right, so let's talk about Intel U. Intel stock

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<v Speaker 3>ones up after Nvidia announced the five billion dollar investment

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<v Speaker 3>and a struggling chip maker. So is this the lifeline

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<v Speaker 3>that Intel needed or is it just a flash in

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<v Speaker 3>the pan moment.

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<v Speaker 4>Woo doo, all your crew, who do you do? I

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<v Speaker 4>know for some reason people want Intel to thrive, but

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<v Speaker 4>it is an inferior ship maker if you look at

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<v Speaker 4>the class of chip makers, and Video's business is to

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<v Speaker 4>make sure that they are operating at the highest level.

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<v Speaker 4>And one way to do that is to build remote

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<v Speaker 4>and we saw with Elon going to tell Trump, I

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<v Speaker 4>miss you in that suite. It's better to have a

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<v Speaker 4>great connection with the president than not. So the investment

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<v Speaker 4>into Intel is a hedge to make sure that Nvidia

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<v Speaker 4>stays in the lead. Also, a term that many people

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<v Speaker 4>need to learn mean reversion. So it got up to

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<v Speaker 4>thirty two dollars and thirty nine cent. It is curly

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<v Speaker 4>at twenty eight dollars and seventy six cent. I think

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<v Speaker 4>it would drop back to twenty four within the next

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<v Speaker 4>month and a half. Does it breed some life into it, Yes,

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<v Speaker 4>but only because of the United States government has an investment

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<v Speaker 4>in Intel were wise enough to invest into an American investment,

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<v Speaker 4>while they for the moment have lost the investment into China.

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<v Speaker 2>So this was a hedge.

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<v Speaker 4>Is Intel better than Video, No better than AMD, no

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<v Speaker 4>better than other chip makers in their class.

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<v Speaker 3>No.

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<v Speaker 4>So I know some of you think that I have

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<v Speaker 4>a personal vendetta against Intel. I don't. I think they

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<v Speaker 4>just have lost their way, and even though in Video

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<v Speaker 4>is investment into them, it does not make them a

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<v Speaker 4>world class company.

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<v Speaker 2>I agree with you.

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<v Speaker 1>I'm going to take your quote and I'm going to

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<v Speaker 1>say this that everybody in your space is your competition.

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<v Speaker 2>Yep. And I'm going to take a little different approach

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<v Speaker 2>because I do agree with you.

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<v Speaker 1>I think it's both a hedge and I think it's

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<v Speaker 1>both a way to keep give them a lifeline. We've

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<v Speaker 1>seen this now three times over the past two years,

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<v Speaker 1>with Intel getting lifelines, first with the Infrastructure bill and

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<v Speaker 1>then being the largest application for.

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<v Speaker 2>That infrastructure bill.

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<v Speaker 1>Then we saw the government saying that they're going to

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<v Speaker 1>take ten percent of that company, and now we've seen.

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<v Speaker 2>Right and that exact.

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<v Speaker 1>So this is three lifelines that has been given. This

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<v Speaker 1>is bigger than an Intel situation. When we talked about

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<v Speaker 1>Intel and who their direct competitors were, it wasn't a

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<v Speaker 1>GPU market we were talking about. It was a CPU market,

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<v Speaker 1>and we told about AMD being the new leader inside

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<v Speaker 1>the CPU market, And so does that hurt their business? Well,

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<v Speaker 1>if in Video is helping it from an infrastructure standpoint,

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<v Speaker 1>yeah it could.

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<v Speaker 2>It could hurt AMD slightly.

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<v Speaker 1>But what it does say is like that second place

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<v Speaker 1>spot in GPUs that was also a MD right, and

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<v Speaker 1>so if I want you to focus on something another

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<v Speaker 1>core piece of business, I'm gonna help with your competitor

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<v Speaker 1>to make sure that you stay in that spot and

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<v Speaker 1>you never crash the market ship that we have, which

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<v Speaker 1>is now up to ninety percent, I believe.

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<v Speaker 2>And so I think it's a it's one of those things.

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<v Speaker 1>Let me hurt my competitors in terms of A and

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<v Speaker 1>D when I'm talking about in video family time.

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<v Speaker 2>So it's really interesting. I think the part and.

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<v Speaker 1>I got a lot of text messages Troyes are trying

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<v Speaker 1>to invest in Intel. Troyes and time to invest Intel.

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<v Speaker 1>I know you guys saying it's dead, it's on a lifeline.

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<v Speaker 1>I'm not invested in Intel. The major thing that I

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<v Speaker 1>said about Intel, and I'll repeat it, and I still

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<v Speaker 1>didn't hear an answer, even with the five billion dollar allocation,

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<v Speaker 1>is who is going to solve the manufacturing gap that

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<v Speaker 1>Intel has?

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<v Speaker 5>No one right If all these other semi conductors are

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<v Speaker 5>downsizing to seven animeter, five animeter, three animeter and.

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<v Speaker 1>You're still at ten, who is helping that manufacturing gap

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<v Speaker 1>and how fast can they make that happen.

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<v Speaker 2>I didn't hear one thing about that.

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<v Speaker 1>Perhaps that's what Nvidio has now come on board for,

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<v Speaker 1>but that is going to take some time, especially with

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<v Speaker 1>a company like this, And as you're trying to get better,

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<v Speaker 1>companies are already here and they're better, and they're going

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<v Speaker 1>to get better. So it's a tough proposition. I'm not

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<v Speaker 1>I'm not sold on Intel. I won't be sold on Intel.

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<v Speaker 1>There's too many opportunities, too many companies that are ahead

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<v Speaker 1>of it right now and that are going to thrive

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<v Speaker 1>for me to say let me move money here and

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<v Speaker 1>allocation here and hopes that it catches up.

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<v Speaker 4>TSM is better, AMD is better, and video is better. Also,

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<v Speaker 4>we told you Total is better, all common is better,

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<v Speaker 4>Meta is better. It's just a it's thirty or forty

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<v Speaker 4>companies that are better than Intel. I also told you

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<v Speaker 4>a few months ago that they were going to invest

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<v Speaker 4>into Intel as a hedge. And if you look from

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<v Speaker 4>an operational standpoint, like from a brand strategy standpoint, not

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<v Speaker 4>only do they have the best product, but one way

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<v Speaker 4>to eliminate competition is to also invest into you in

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<v Speaker 4>case you do well. Microsoft did. This is what Apple

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<v Speaker 4>when Apple was on their deathbed as well. The difference

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<v Speaker 4>is Jensen isn't going to take his eye off the

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<v Speaker 4>ball and isn't going to give up a lead the

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<v Speaker 4>way Balmber did when he took the rains over a Microsoft.

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<v Speaker 4>And the other issue you're going on to workout for

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<v Speaker 4>you lose COI for the record, so I know everyone

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<v Speaker 4>wants like yo, Intel has a chance. Intel is PS

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<v Speaker 4>four When we're going into PS six generational type run,

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<v Speaker 4>they won't be able to catch up really quick. For

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<v Speaker 4>everyone out there who has a computer, do you have

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<v Speaker 4>an Intel anything in your computer right now?

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<v Speaker 2>Right?

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<v Speaker 1>And there isn't a business switch yet right like we

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<v Speaker 1>literally watch Oracle change their business structure right, Like, we're

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<v Speaker 1>watching Dell fundamentally change their bits.

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<v Speaker 2>The structure is better.

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<v Speaker 4>So you can name a bunch of companies who are

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<v Speaker 4>just outperforming at scale and don't think that in video

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<v Speaker 4>with investment because the bad part about our competitor investments

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<v Speaker 4>and business, they get to see some of the operational

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<v Speaker 4>systems that you have in placed. Don't think that they're

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<v Speaker 4>not coming for the CPU market. It's like you want

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<v Speaker 4>to put the pillo over your face when you're on

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<v Speaker 4>life support. Give it to years and Video is going

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<v Speaker 4>to get that CPU market as well.

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<v Speaker 1>Yeah, player sign and we saw that when they had

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<v Speaker 1>their announcement. I think it might have been right after

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<v Speaker 1>GtC when they had those core CPU processors. We're like, damn,

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<v Speaker 1>they're back in this space again. Like there's really no

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<v Speaker 1>letup from them. So yeah, this is one of those

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<v Speaker 1>situations where it's like, all right, I see the competition.

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<v Speaker 1>We're already leading here. We watched them take their lead.

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<v Speaker 1>Let's go get some market shit over there too.

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<v Speaker 2>Ernest, what's up? Look?

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<v Speaker 1>This episode is brought to you by Square Banking. One

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