Full episode · 53 min

Former Intel CEO: Why This is the Best Time to Build Hardware

a16z Podcast · Erik Torenberg with Pat Gelsinger

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The best minutes

1. 9:05AI speeds chip design, but fab, memory and power still bind5 min
2. 14:14The 100 AI chip startups will consolidate to a few winners5 min
3. 42:51Energy capacity will cap the AI buildout3 min

Skip the career backstory on Intel and Stanford professors, and the closing segment on virtualization for agents.

Published Oct 9, 2026.