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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.
35:04ENDave Ripley on Crypto Regulation, Payments and Leading KrakenGuest Dave Ripley · Host Harry StebbingsThe Kraken CEO makes the case for cryptocurrency and a different regulatory approach, while Harry Stebbings challenges its practical advantages.
1:10:01ENDave Powers on Building Hoka, Reviving UGG and Managing Footwear BrandsGuest Dave Powers · Host Harry StebbingsThe Deckers CEO discusses specialist distribution, inventory, brand recovery and the economics of direct and wholesale sales.
1:22:17ENPeter Lacaillade on Selecting Managers, Co-Investment and LiquidityGuest Peter Lacaillade · Host Harry StebbingsThe SCS Financial investor explains his barbell portfolio, how he diligences managers and why liquidity decisions deserve more attention.
1:03:08ENRyan Petersen on Flexport, Velocity and the Cost of Moving Too FastGuest Ryan Petersen · Host Harry StebbingsThe Flexport founder discusses customer feedback, overhiring, cross-functional logistics and why direction matters as much as speed.
1:00:35ENBeezer Clarkson on LP Liquidity, Venture Returns and Fund IncentivesGuest Beezer Clarkson · Host Harry StebbingsThe Sapphire Partners investor explains how LPs assess managers, fund size and distributions during a difficult 2023 fundraising market.
1:08:53ENDavid Vélez on Nubank, Financial Access and AI BankingGuest David Vélez · Host Harry StebbingsThe Nubank founder discusses building a primary bank in Latin America, expanding beyond finance and the incentive questions facing AI advice.
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.







