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Intel’s Tightrope Walk with Trump, Surprise Appearance From Dr. Drew | Darren Rovell, Dr. Drew Pinsky, Colin Anderson, Truman Sacks

43 snips
Aug 25, 2025
Darren Rovell, a sports business journalist and memorabilia collector, shares his journey from ESPN to founding Cllct, a platform revolutionizing collectibles. Dr. Drew Pinsky reflects on his foray into the dot-com world and the lessons learned through early internet challenges. Colin Anderson discusses his evolution from industrial engineering to leading finance at Palantir, shedding light on investment strategies in the tech sector. The conversation delves into Intel's complex relationship with the government and the implications of its stock-buy strategy.
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INSIGHT

Equity Without Control Is Politically Potent

  • Converting CHIPS Act grants into equity made the U.S. a near-major Intel shareholder without governance power.
  • Ownership without control severs financial stake from operational control and complicates public perception.
INSIGHT

Survival Isn't The Same As Health

  • Intel can survive without the full CHIPS money but needs deep restructuring to return to profitability.
  • Liputón's cost cuts aim to preserve revenue while shedding unprofitable operations to produce free cash flow.
INSIGHT

State Stakes Can Be Symbolic Not Socialist

  • Ownership ≠ control: a passive 9.9% stake with no board seat rarely grants practical governance.
  • Political opponents call it 'socialism' while critics note it lacks the decisive control socialists seek.
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