What Lip-Bu Tan thinks about startups

@lip-bu-tan · 16 positions · On ppll ↗

Chief executive of Intel since 2025, founder of the venture firm Walden International and chief executive of Cadence Design Systems for thirteen years.

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1 dated position, 2026, in their own words. Our reading of what Lip-Bu Tan has said — not written or endorsed by them.

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1. 18 Jun 2026

   Our readingA hardware startup's first customer should be a hyperscaler, because only that scale turns a design win into a business.

   design

   Their wordsAnd usually I like the customer is hyper scale. They have the scale. If they like what you have, they're willing to pay millions of dollars next few years. And even giving some warrant is worth it because you have a big one customer, you can scale.

   ↗Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tanyoutube.com 11th of 16 in this recording