Intel's 20% Leap: Geopolitics Rewrites Your Supply Chain
Intel's Apple deal shows government pressure and geopolitical risk force even tech giants to diversify. Founders: audit your supply chain for single points of failure.
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN
With John Coogan, Jordi Hays, Tyler · Sunday, May 10, 2026
This episode delves into the current economic climate, contrasting the booming AI sector with the more resilient 'real economy.' Discussions include Intel's resurgence through a chip deal with Apple, supported by government efforts to bolster US manufacturing, and a surprisingly strong jobs report. The hosts also cover a guest's first-hand experience at the Elon Musk vs. OpenAI trial, Deepseek's massive funding round, and SpaceX's new role as a compute provider.
Key takeaways
- Intel's stock jumped nearly 20% on news of a preliminary manufacturing deal with Apple, signaling a major comeback fueled by strategic government backing. Read more →
- Deepseek secured a monumental $7 billion funding round, valuing the Chinese AI company at $50 billion and marking China's largest-ever AI raise. Read more →
- The US economy is splitting into a "K-shape," with the AI sector growing at an astonishing 31% while the non-AI economy creeps along at just 0.1% growth. Read more →
- SpaceX has entered the competitive compute market, establishing itself as a "neo-cloud" provider for AI companies, most notably through a recent deal with Anthropic. Read more →
4 articles from this episode
Deepseek's $3 Billion Founder Bet: Ownership Over Dilution
Deepseek's founder dropped $3B of his own cash for 90% ownership at a $50B valuation. It's a masterclass in extreme conviction and asset acquisition.
K-Shapes All The Way Down: Your Market Isn't 'The Economy'
Forget generic macro reports. The US economy is splitting into K-shapes, even within traditional sectors. Founders, learn to spot your market's hidden K-branch.
SpaceX's 'Neo-Cloud': How Infrastructure Wins in AI
Despite rivalries, SpaceX is building a 'neo-cloud' for AI giants like Anthropic. Learn how Elon Inc.'s infrastructure playbook wins in high-demand markets.
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