$Intel(INTC)$ After watching Intel Vision 2025 and listening to CEO Lip-Bu Tan, I think this is the most confident I’ve felt about INTC in years.

He made it clear that under his leadership, Intel will be an engineering-focused company. His words were direct. “We have fallen short of your expectations,” he admitted. “I will pull together strong teams to correct the past mistakes and start earning your trust.”

What stood out to me was how much he focused on culture. He wants to remove bureaucracy, bring back top engineering talent, and simplify the way Intel works. In his own words, “Bureaucracy kills innovation.”

He also talked about empowering teams to move like a startup again. “Innovation starts with incubation,” he said, and made it clear that he plans to free up resources so ideas from within Intel can grow.

I think this shift in mindset matters. Tan has built companies before. He’s led turnarounds. And he’s doing what Intel needed: cutting through noise, focusing on execution, and putting engineers back in charge.

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