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The AI build-out will end the way the internet did: a couple of Amazons, and a long list of companies that go sideways or disappear.
Drawn from what Lip-Bu Tan said
Mental modelPower laws
What Lip-Bu Tan actually said
- Lip-Bu Tan Chief executive of Intel since 2025
So you know, just like internet, you can see some of them turn out to be very big like Amazon, like the Netflix and then some of them is kind of go sideways and disappeared or being acquired. And so I think to me is the same approach.
Where this was said
Watch from 42:38 plays here↗Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tanyoutube.com
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