Gelsinger: AI's Energy Cap, Quantum's 2030 Breakthrough
Former Intel CEO Pat Gelsinger says energy capacity stops an AI bubble. He expects a 10,000x cost drop for AI and quantum to solve 'uncomputable' problems by 2030.
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
With Jason Calacanis, Pat Gelsinger, Oika · Sunday, July 19, 2026
This episode features a deep dive into Intel's past mistakes, the competitive landscape of the semiconductor industry, and the geopolitical risks associated with chip manufacturing, with former Intel CEO Pat Gelsinger. The second segment introduces Oika, CEO of Lovable, who discusses the transformative power of AI-powered "vibe coding" for software development, its impact on various businesses, and the future of bespoke applications.
AI-Built Bespoke Software: The $1M SaaS Replacement Strategy
Stop stacking SaaS. Oika from Lovable explains how AI-powered bespoke apps replaced 10+ tools for one company, saving them over $1M annually.
Intel's Failure: 'Bean Counters' at the Helm Missed Mobile, GPUs
Former Intel CEO Pat Gelsinger reveals how prioritizing business over technical leadership cost Intel billions, letting Apple and Nvidia dominate mobile and GPU chips.
Lovable Hit $500M: Their AI Mistake-Learning Loop & Token Pricing
Lovable grew to $500M in 20 months by routing AI requests to optimal models and monetizing value, not usage. Learn their mistake-driven refinement.
Lovable AI: Idea to Product in Days, Not Months
Oika, CEO of Lovable, reveals how 'vibe coding' uses AI to build functional software from prompts in days, making sophisticated apps accessible to non-engineers.
Taiwan Chip Crisis: Your Business's Hidden Geopolitical Risk
Pat Gelsinger reveals Taiwan's precarious chip dominance and the urgent, world-altering economic threat. Identify your startup's 'Taiwan' before it's too late.