Avram's Past / Intel

Intel Capital: A Financial Success and a Strategic Failure-A Point of View from the Co-Founder

When Les Vadasz and I started Intel Capital in 1991 (I had already been doing minority investments since 1988), we had three objectives: We believed, correctly, that by working with early-stage companies we could gather important insight into future opportunities and challenges. That part was true, but our inability to use this information to inform … Continue reading

about business / About life in the last third / Avram's Past / longevity

End of Time and Space-A reflection

Yesterday, I had a wide-ranging interaction with my dear friend, Mark Goldstein. I am not sure how to describe a Zoom call when it is just between friends. It is clearly not a meeting, but perhaps a virtual get-together? I have been checking in online with friends all over the world during these difficult times. … Continue reading

AI / Technology

Hybrid Intelligence: Partnering with AI

Like many others, I’ve been experimenting with AI applications. Actually, it’s fair to say I’ve been obsessively exploring them. Alongside my primary companion, ChatGPT, I regularly use tools like Gemini, Stanford’s Storm, and NotebookLM. Beyond these “regulars,” I frequently test other AI applications, always curious to see what might stick. ChatGPT has become more than … Continue reading

About life in the last third / Intel

Intel Inside the PC Jail

In the 90s Intel Capital invested in Broadcom, initially as part of Intel’s ethernet initiatives. This investment was later augmented in support of our very successful effort to create residential broadband, an effort I was spearheading. Intel became the largest outside shareholder of Broadcom owning about 7%. At the time, I believed that Intel should … Continue reading

Intel

Intel Must be Saved

I write often about Intel and in particular is spectacular rise and fall.  I have explained that Intel under the leadership of Andy Grove, recognized  the opportunity of the Personal  Computer and brilliantly exploited it.  That as act two for Intel which had originally focused on memory devices. The PC opportunity in which Intel played … Continue reading

Intel

Intel, Qualcomm, and Me

In early 1991, I first met with Qualcomm.CMDA technology. Irwin Jacob (CEO) and his co-founder, Andy Viterbi , attended the meeting. Paul Jacob, the son of Irwin, who later became CEO in 2005, was there as well. I was introduced to them via General Instruments. Their main business then was Omnitracs system, a satellite-based communication and tracking … Continue reading