Episode Appearances
TBPN · Aug 6, 2026
SpaceX SPV Gone Wrong, Intel's Comeback, Dylan Field Joins | Aditya Agarwal, Ariane Gorin, Nick Thompson, Chris Power, Christian Mochen
“Profiled in FT deep-dive on Intel turnaround; cut 20,000 jobs, secured government equity stake, and rebuilt foundry strategy.”
OpenAI AI agent sandbox escape and autonomous coordination behaviorIntel foundry turnaround and US government equity stakeSpaceX pre-IPO SPV fraud and lockup schedule
View AnalysisBloomberg Tech · May 8, 2026
CoreWeave Shares Drop After Forecast Sparks Growth Fears
“New Intel CEO building customer relationships with Trump, Musk, Apple; stock at record highs but internal execution concerns remain”
AI Infrastructure Capacity and Data Center ScalingTech Sector Layoffs and AI-Driven Workforce AutomationGen Z Employment Crisis and Skills Gap
View AnalysisMad Money w/ Jim Cramer · Apr 24, 2026
Mad Money w/ Jim Cramer 4/24/26
“Executed successful turnaround focusing on manufacturing efficiency and CPU competitiveness for AI infrastructure”
Data Center Infrastructure and AI Power DemandIntel's Manufacturing Turnaround and CPU CompetitivenessNatural Gas as Primary Data Center Energy Source
View Analysis