Intel is no longer a single-story company with a single path forward. It’s a museum of strategic experiments and a battleground of visions: Pat Gelsinger’s technologically ambitious “IDM 2.0” rebuild, Craig Barrett’s blunt call for a massive cash infusion and structural clarity, and Lip-Bu Tan’s freshly minted CEO playbook that emphasizes partnerships, pragmatic restructuring, and renewed customer focus.
Each offers different tradeoffs for investors, employees, and customers — and each echoes, in its own way, the lessons of Andy Grove.
I’ve followed and worked with Intel for much of my career, and while I think many of Intel’s problems could be addressed with the kind of marketing effort Louis Gerstner took with IBM, those who have run and want to run Intel aren’t cut from Gerstner’s mold.
Let’s talk about these competing visions for Intel’s future, and then close with my favorite new desktop gaming computer, the HP Omen 45L
Pat Gelsinger: Rebuild the Foundry Empire
