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1:09:00ENDwarkesh Patel: What will computer chips look like in 2045?Guest Chris Auth, Kevin Fischer, Jack Kavalieros, Tyler Osborn, Pushkar Ranade, Gary Dickerson, Peter Wennink, Elon Musk · Host Dwarkesh PatelAfter two days inside Intel’s most advanced fab, Dwarkesh Patel walks through gate-all-around, backside power, High-NA EUV, ruthenium, CFET, and hybrid bonding — and asks Intel’s leadership how the industry can possibly meet AI’s 3×-a-year compute demand when the world’s chipmaking tools cannot.
2:34:18ZH → EnglishZeng Ming on AI’s Three Stages and the Decline of the CompanyGuest 曾鸣 · Host 张小珺Drawing on the history of the internet, the industrial revolution, and electrification, strategy scholar Zeng Ming argues that AI is moving from infrastructure to agent applications and, eventually, native applications. He believes the next generation of organizations will be rebuilt around tasks, creativity, and human-AI collaboration as the industrial-era hierarchy fades.
1:13:13ENOKRs Are a Vitamin, Not a Medicine: Christina Wodtke on Making Goals Actually WorkGuest Christina Wodtke · Host Lenny RachitskyThe Stanford lecturer and author of Radical Focus explains what OKRs are really for, why they fail, and how to run a healthy weekly cadence.
1:49:17ENDon't Call It Strategy, Call It an Action Agenda: Richard Rumelt on Diagnosing the CruxGuest Richard Rumelt · Host Lenny RachitskyThe author of Good Strategy Bad Strategy and The Crux explains the kernel of strategy, where competitive power comes from, and why organizations so often fail to choose.








