Intel Rips, Cursor's Plan, Thrive's Giant Bet, GPT 5.5 | George Kurtz, Professor Sendy, Gary Vaynerchuk, Yoland Yan, Ben Horwitz

Intel's Q1 earnings triggered a 20% after-hours stock surge, fueled by a shifting narrative around CPUs in AI. Revenue hit $13.6 billion, up 7% year-over-year and beating estimates by 11%, with data center sales at $5.1 billion topping $4.5 billion expectations. Losses of $3.7 billion stemmed mostly from one-offs like Mobileye charges and derivatives tied to U.S. government stakes, leaving adjusted earnings near $1.5 billion versus break-even forecasts. CEO Lip-Bhutan highlighted AI's move from training (GPU-heavy) to inference and agents, lifting CPU-to-GPU ratios from 1:8 to 1:4, with analysts like Evercore ISI forecasting a potential flip to 8:1 as agent workflows demand more orchestration, memory management, and server coordination. Five demand drivers emerged: agentic AI needing CPUs, advanced packaging, U.S. government push for domestic leading-edge fabs, Elon Musk's ambitious Terrafab (aiming for 1 million wafers/month, rivaling 70% of TSMC output), and hyperscaler supply needs. This reframes Intel—long criticized for missing mobile and AI GPUs—as vital amid computing booms, aided by national security imperatives over pure market forces.