Intel's 34-year reign as semiconductor leader ended due to missing AI, abandoning process innovation, and losing technical leadership to business-focused executives—while TSMC, Apple, and NVIDIA surged. A Taiwan blockade could trigger economic collapse worse than the Great Depression; meanwhile, Lovable reaches $500M ARR in 20 months by making software creation accessible to non-engineers through AI vibe-coding, creating one million new projects weekly. Intel's decline stemmed from prioritizing shareholder returns ($100 billion in dividends/buybacks) over R&D investments like EUV machines and new fabs, while business executives replaced technical leaders who drove innovation.