Lip Bu Tan
Lip-Bu Tan is the Chief Executive Officer of Intel Corporation, a position he assumed in March 2025. He previously served as CEO of Cadence Design Systems from 2009 to 2021, where he led a cultural and business transformation that more than doubled the company's revenue and delivered approximately 3,200% stock price appreciation. He is also the founding managing partner of Walden Catalyst Ventures and chairman of Walden International, a venture capital firm he founded in 1987 with a focus on semiconductor, AI, and software investments.
“Versus 1 to 8 in the training, CPU to GPU, now I can see 1 to 4, maybe 1 to 1. And I'm delighted CPU become important.”
Source→“I think the AI is changing the whole landscape. And I think the impact will be bigger than internet. And it's more profound also.”
Source→“I invest in a company called Cradle Semiconductor, Australia Lab. Is this interconnect become the bottleneck? So I decided to back.”
Source→“I also back Celestial AI in the optical side. And then because speed become more important in the interconnect, in the cluster.”
Source→“In terms of packaging, I started to invest into glass. Glass is a very good heat insulator. So I invest in a venture site called 3DGS.”
Source→“I also starting to look at artificial diamond. And that's another very good insulator. So I also invest into, you know, Diamond Foundry.”
Source→“Lip Bu Tan was CEO of Cadence for 13 years, generating ~85x shareholder return, before becoming Intel CEO.”
Source→“Many people now that I know are hiring people more in their 30s, 40s, 50s because they're used to managing teams. And I think that transfers directly over to managing agents.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.