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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 → EnglishMing Zeng on AI’s Three Stages of Industrialization and the Decline of the Corporate FormGuest 曾鸣 · Host 张小珺Strategist Ming Zeng draws on the histories of the internet, the Industrial Revolution and electrification to argue that AI is moving from infrastructure to agent applications and eventually to native applications. He believes the old corporate hierarchy will struggle to survive a paradigm shift; next-generation organizations will be rebuilt around tasks, creativity and human–AI collaboration.
1:30:36ENMiles Dieffenbach on Endowment Investing, Venture Returns and LiquidityGuest Miles Dieffenbach · Host Harry StebbingsThe Carnegie Mellon allocator explains how he compares venture funds with public markets and evaluates fund size, fees and private marks.
2:57:07ZH → English余凯: From AI Research to a Decade Building 地平线Guest 余凯 · Host 张小珺地平线 founder 余凯 looks back on 30 years of research and entrepreneurship, from choosing a technology direction and focusing on cars to his predictions for AI.
1:16:31ENHussein Kanji on European Venture Capital and the AI OpportunityGuest Hussein Kanji · Host Harry StebbingsThe Hoxton Ventures founder discusses fund size, company-building and why European AI startups can compete while still relying on US capital to scale.
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.







