Lip-Bu TanCEO, Intel Corporation (INTC)
7 recorded appearances
With longtime friend Michael Marks, Tan traces his four decades of contrarian semiconductor bets - investing in chips when the category was unloved, then the 15-year Cadence turnaround - and applies that lens to what an Intel comeback requires.
Tan tells Elad Gil and Sarah Guo why he took the Intel job at 66 instead of retiring, and describes importing startup culture into Intel - flatter reporting, faster decisions - as the core of what "saving" Intel means operationally.
Tan makes the long-horizon case for Intel to an institutional-investor audience, covering the foundry strategy, capital discipline and how he sequences the turnaround.
Tan lays out Intel's vision for computing at the edge of AI across PCs, physical AI, data centres and custom silicon, thanks Taiwan for its role as a manufacturing partner, and brings on Perplexity CEO Aravind Srinivas to argue privacy, security, compliance and cost push workloads toward hybrid compute.
Keynote interview with DBL Partners' Ira Ehrenpreis on Intel's direction, the state of venture capital, and where Tan thinks the next innovation wave lands.
![SIEPR Economic Summit 2026 | Lip-Bu Tan of Intel [abridged]](/media/appearances/fnIrYAO0DiU.jpg)
Tan describes his management method as "no ego, no sugar coating - tell me the bad news", and reviews the first year of the Intel turnaround including his meetings with President Trump and the board chair appointment.
With Cisco's Jeetu Patel, Tan discusses silicon as the constraint on AI systems - performance per watt, efficiency, and how hardware gets optimised specifically for AI workloads.