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Pushkar Ranade

Real Alpha has cut 3 moments of Pushkar Ranade talking, from an interview on Dwarkesh Podcast published Oct 22, 2026.

What Pushkar Ranade said

  1. Dwarkesh Podcast ·

    What will computer chips look like in 2045?

    3 moments · 14 min

    1. 47:57

      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.”
      at 50:52
    2. 1:02:43

      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.”
      at 1:04:16
    3. 55:13

      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.”
      at 57:16

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