All-In with Chamath, Jason, Sacks & Friedberg · Wednesday, July 15, 2026
A former Intel insider revealed that the company had not built a new factory in a decade and had forgone purchasing crucial EUV machines. He suggests these decisions, driven by short-term economics over long-term technological advancement, led to missed opportunities like providing chips for the iPhone.
“Yeah, but, you know, it hadn't built a new factory in a decade when I got there.”
“It's like, you know, how can you not be building? How can you not buy EUV machines?”
“You probably would have made chips for iPhone, which Intel passed on, yeah?”