Guest
Pushkar Arande
Real Alpha has cut 3 moments of Pushkar Arande talking, from an interview on Dwarkesh Podcast published Oct 22, 2026.
What Pushkar Arande said
Tool shortages cap leading-edge chip output near 2x
“Unless the entire supply chain, starting from the equipment suppliers, their suppliers, their sub-suppliers, unless everybody produces more, you can't increase the output collectively.”
Pushkar Arande50:52 The fab industry may need to rethink its basic assumptions
“You put in like tens of billions of dollars and you really don't want to take any risks.”
Pushkar Arande1:04:16 Intel says scale and execution are its main gaps to TSMC
“Your execution needs to be such that your yields are very high to support very large and very rapid ramps.”
Pushkar Arande57:16
The episode
Dwarkesh Podcast · Chris Oth, Kevin Fisher, Jack Cavalieros, Tyler Osborne, Pushkar ArandeWhat will computer chips look like in 2045?
47:57of 1:09:01 · Oct 22
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